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Best answer

Search for Text in List within a Path/Filter

  • July 10, 2020
  • 1 reply
  • 121 views
C

I am looking for help with a workflow and I’m unsure if formatter, paths, filters, lookup tables or something else would work best. Here’s what I am trying to accomplish:

  • Trigger: New Registrant in GoToWebinar
  • Check to see if text exists in a dynamic Excel list (i.e. I’m searching for gmail.com, yahoo.com, text A, text B, text C, and so on; also not case-sensitive so that if someone types GMAIL all in capital letters for example it would still be found in the list)
  • If text does exist, then no further workflow
  • If text does not exist, then continue with other steps

I found similar examples in this forum with lookup tables, but that seems to be exact match only, and with Formatter, but this same workflow will apply to ~30 zaps so it will be difficult to put all the possible search text in the step. I also cannot figure out if there is a way to put a search step within a path. Hope someone can help me!

Best answer by steph.n

Hey @ChelseaK - Thanks for writing in! I’ve gone ahead and escalated your question to support given the complexity, but we just want to get this right. Thanks for being patient!

Edit: Looks like you and Support had an amazing conversation! Here’s the solution proposed to you: 

Thank you for providing that description. I am sorry to say with Excel you would have to create a lookup step for each domain. That said, I believe you may benefit from using the Formatter by Zapier - Lookup Table. You can add all of the domains to the lookup table and create your Paths from that step. More information here: https://zapier.com/help/create/format/create-lookup-tables-in-zaps

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steph.n
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  • steph.nBuilder
  • Builder
  • 899 replies
  • Answer
  • July 15, 2020

Hey @ChelseaK - Thanks for writing in! I’ve gone ahead and escalated your question to support given the complexity, but we just want to get this right. Thanks for being patient!

Edit: Looks like you and Support had an amazing conversation! Here’s the solution proposed to you: 

Thank you for providing that description. I am sorry to say with Excel you would have to create a lookup step for each domain. That said, I believe you may benefit from using the Formatter by Zapier - Lookup Table. You can add all of the domains to the lookup table and create your Paths from that step. More information here: https://zapier.com/help/create/format/create-lookup-tables-in-zaps

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