About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Products
Learn more about Zapier's new products.

Zapier Tables Zapier Interfaces

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Question

How to Match Records in a Lookup Table

  • 27 March 2024
  • 7 replies
  • 30 views
J
Userlevel 1
Badge

Hello

I would so much appreciate it if someone can guide me how to use a Lookup Table in my workflow.

Here is a simplified version of what I need to do:

Trigger: Shopify New Paid Order

Next: Find a “Line Item Name” value in a Lookup Table in Field A

Next: Replace “Line Item Name” in previous step with matching record in Lookup Table Field B

Next: Send myself an Zapier Email with the updated “Line Item Name”

Next: Loop the search and replace until no more “Line Item Name” items is found (when multiple items are purchased).

I am looking forward to your response.

Jannie

Below is an image of the Lookup Table

 

7 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Jannie 

The Looping app can be used for iterations: https://zapier.com/apps/looping/help

 

In order for us to have more context, post screenshots with how your steps are outlined and configured, thanks.

 

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
J
Userlevel 1
Badge

Hello @Troy Tessalone

Thank so much for your response and recommendation.

The steps as I am currently using – The insertion of the Lookup Table steps is indicated in the first screenshot.

Thanks

 

Troy Tessalone
Userlevel 7
Badge +14

@Jannie 

Heads up, the mapped variable in step 4 is invalid and may cause an error, the value is not an email address.

Make sure to check the field descriptions for guidance.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Troy Tessalone
Userlevel 7
Badge +14

@Jannie 

For Step 5-6 are you trying to have those happen per Line Item?

In other words, if a Shopify Order has 2 Line Items, then would there be 2 Deals created in ActiveCampaign and 2 Emails sent?

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
J
Userlevel 1
Badge

@Troy Tessalone

Thanks for pointing out step 4. I will correct it.

@Jannie

For Step 5-6 are you trying to have those happen per Line Item?

In other words, if a Shopify Order has 2 Line Items, then would there be 2 Deals created in ActiveCampaign and 2 Emails sent?

No, only create 1 deal with multiple Line Items (tags), or products purchased by customer. Where multiple “Custom Order” items are purchased, I would like to only pass the “Custom Order” Line Item once.

 

Troy Tessalone
Userlevel 7
Badge +14

@Jannie 

Your logic involves handling line items separately for certain Zap actions plus aggregating those line items before performing certain Zap actions, which can be a bit complex.

 

To loop thru each line item, you’d need to use Looping: https://zapier.com/apps/looping/help

After the Last Loop Iteration, you can have a Filter step continue the remaining Zap steps.

How to do this is outlined in the above link.

 

In order to create 1 AC Deal and 1 Email, you’ll need to use the concept of either:

 

Some of your logic may involve using custom Code.
(e.g. filter to only include “Custom Order” once even for multiple instances)

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
J
Userlevel 1
Badge

Hello @Troy Tessalone 

Thank your for your detailed feedback. Let me see how I manage with the suggestions – I am still trying to get “a picture” of how the Zapier steps fit together, and what is needed to trigger the next action :-)

I will post feedback.

 

Reply


Terms & Conditions