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Question

Update database item between Tally and Notion


BevBar

I’m trying to use Zapier to feed a from from Tally into a Notion database. I’d like for it to update existing database records, and preferably, I’d like for it to update by field, so that if someone leaves a field blank, it will keep it the same as it was in the previous submission. Is that possible at all?

For example we are asking people to say what Vacation dates they have coming up, and we know people will get tired of typing the same info every week for a month or two.

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10 replies

ken.a
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  • Zapier Staff
  • 6528 replies
  • May 23, 2023

Hi there @BevBar,

Welcome to the Community! 🎉

I wouldn’t anticipate that being a problem!

Here is how I see the Zap for the workflow that you have in mind:

  1. Trigger: Tally (New Response)
  2. Action: Notion (Find or Create Database)
  3. Action: Notion (Update Database)

Hopefully, this helps! 😊


BevBar
  • Author
  • Beginner
  • 5 replies
  • May 23, 2023

That’s what I did, but it didn’t work. Can someone look at my zap and help me figure out where I went wrong?


BevBar
  • Author
  • Beginner
  • 5 replies
  • May 23, 2023

Here’s a SS of what it is now. I can expand out if that helps.

 

 


rachael.silvano
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Hey there @BevBar - in this case I think expanding the entries would assist @ken.a and I in seeing where you may be missing something with your Zap creation. 

 

Looking forward to hearing your response!

-Rachael


BevBar
  • Author
  • Beginner
  • 5 replies
  • May 25, 2023

 

 

 


nicksimard
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  • Zapier Staff
  • 2115 replies
  • May 26, 2023

Hi @BevBar!

Is the Zap triggering on new submissions, but then not updating the Notion database item? Or does it only partially work?

If so, based on your screenshot, your Zap appears to be set up correctly.

Can you elaborate on what’s not working, exactly?


BevBar
  • Author
  • Beginner
  • 5 replies
  • May 28, 2023

It did not update, it created a new record.

Also though -- even if it does update a record does it update field by field or does it wipe all the fields that are left blank?


ken.a
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  • Zapier Staff
  • 6528 replies
  • May 29, 2023

Hi @BevBar,

I see that you mentioned the record being created instead of updated. After reviewing the screenshot of your Notion setup, it appears that you have the "Create Notion Database Item if it doesn't exist yet?" checkbox selected. If you don't want the Zap to create a new record when it already exists in Notion, I recommend unchecking that checkbox. This will ensure that the Zap updates the existing record instead.

2857e0f3d912d166628c22c8311c5c33.png
(view larger)

Also, regarding your question: 

Also though -- even if it does update a record does it update field by field or does it wipe all the fields that are left blank?

The Zap will solely update the fields that you have mapped in the action step. It won't modify any other fields in the process.

Hopefully, this helps! 😊


BevBar
  • Author
  • Beginner
  • 5 replies
  • May 30, 2023

Unchecking that box did not solve the problem. It still created a new record. Top one is the second one I created, just after I did the first one.

 


ken.a
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  • Zapier Staff
  • 6528 replies
  • May 31, 2023

Hi @BevBar,

Thanks for trying that out.

Unfortunately, I have exhausted my resources, and I couldn’t replicate this issue on my end. I recommend opening a ticket to our Support team so that they can take a closer look at the Zap and its logs and determine the root cause of the issue.

You can reach our Support team here: https://zapier.com/app/get-help

Thank you for your understanding!