How to perform an upsert operation in Zapier for Smartsuite records

​@bhuppi2010 

You need to add a SmartSuite “Find Record” step.

The outcome will either be found or not.

Then you need a. Zapier Path step.

One branch would have an “Update Record” step for times where the previous step finds a record.

The other branch needs a “Create Record” step for when a record doesn’t already exist.

Hi Andrew,
Thanks for you reply, when i am using “Find Record ” for smartsuite, in the configuration it is only giving me options to select the solution not the table inside the solution. 

​@bhuppi2010 

Can you show me a screenshot.

You should first be able to select the solution, then a new dropdown will appear to select the table.

DM if you prefer.

Hey ​@bhuppi2010,

Here is a helpful article about Smartsuite Find record action- https://help.smartsuite.com/en/articles/6609716-zapier-find-record

Referencing how to configure the step-

1. Select Solution and Table: Choose the SmartSuite Solution and Table you want to search within.

2. Configure Search Settings:

   • Search by Field: Specify the field in your selected Table to evaluate (e.g., Email, ID, or Status).

   • Search Value: Enter the value to match against the search field.

3. Handle Unmatched Searches:

   • Proceed if Nothing is Found: Set to true to continue the Zap even if no match is found. Otherwise, the Zap stops if no match exists.

4. Enable Record Creation (Optional):

   • Select Create SmartSuite Record if it Doesn’t Exist to create a new record when no match is found.

   • You can map all fields in the Table as if using the Create Record action.

5. Return Results: If multiple records match, the action will return the first matching record only.

In the search value you can dynamically map the record. Hope it hleps!