Hey Guys! I am pretty new to zapier, but have used other middleware tools like dell boomi in the past.
I am trying to create a declarative solution to capture course completions from our LMS and post it into Salesforce. I am using quite a lot of tasks since I am looping through each course completion record, using rest API’s to fetch the course name, the username, search that user in sf to get the contact id and then post it into SF.
With 60 course completions DAILY, this is causing me to use quite a few tasks every run.
Has anyone else had a similar situation? How did you or would you solve this?
Thanks,
Danny
Question
Optimizing Zapier tasks for course completion data integration with Salesforce
+14- Zapier Orchestrator & Solution Partner
Hi
For us to have more context, post screenshots showing how your Zap steps are outlined to see if we can offer suggestions for how to optimize.
Don’t forget about the ROI of automation:
Good call
To cut down on the number of records I got back I created a zapier table to get the unix value of the last time this process was run, use that as a parameter for my rest call in Step 3. I use a code snippet to find the largest value then update the table with that value for the next run (Step 6). The filter step in Step 5 is used to make sure that I am not updating the table with a 0 value incase no results are returned.
The looping seems to be where most the tasks are used but open to feedback!
+14- Zapier Orchestrator & Solution Partner
You could combine steps 3-4 into 1 code step, since the code can make the API request and handle the response.
You can combine steps 9-10 into 1 code step to do the API request/response.
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