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?