Skip to main content

The context is this, I have about 22 companies that need to be pathed. My sales person may come from any one of those companies. The applications that are integrated into this zap are: Slack, ClickUp, Google Sheets, Xero.

My current solution uses the “Paths” function in Zapier to only continue on that path if my “Company” column in Google Sheets exactly matches the company name.

The whole zap runs like this: Firstly, my sales person sends a sale through Slack Forms, this information is then zapped into google sheets and a ClickUp task is created with the relevant information. However, because I have so many companies (22 in total). My current workflow matches the company name with the one Zapier finds in google sheets to update the ClickUp task with the company name (Matched using ClickUp task ID that is being zapped into the google sheets). If “Company” filed in google sheets is “HH”, I will update the ClickUp task (using Task ID) to set it to the Company name “HeartHeart”.

After which, the zap integrates Xero to Create/Update contact and to create a new quote draft. My problem now is that because of this company pathing that I used, I am currently running out of steps at 98/100 for my zap. Furthermore, there are many duplicated steps as shown in the screenshot. As u can see, for each company that I have, the 3 final steps are performing the same function.


Is there a better way to go around this?
 

 

Hi ​@Laksa 

Options to explore:


Hi there, ​@Laksa. Welcome to the Community! 🎉

How did you get on with Troy’s suggestions here—did they do the trick?

Want to ensure you’re all set so let us know if you need any further help at all! 🙂


Hey there,

Thank you ​@Troy Tessalone, I’ve managed to optimise my workflow using the “Formatter by Zapier” function which uses a lookup table to store the respective company codes and company IDs.

 

Thanks ​@SamB for checking in, they did indeed do the trick!


Yay! Thanks for letting us know ​@Laksa, that’s great news! 🎉 And a big thank you to ​@Troy Tessalone for helping out! 🧡✨

Glad it’s all sorted. Please do reach back out to the Community if you need any help in future. Until then, happy Zapping! ⚡️


Reply