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ClickUp to Salesforce automation not Looping correctly for multiple incidents

  • 14 August 2024
  • 6 replies
  • 21 views

Hello community! I have a problem with my automation. When it goes through the loop, it usually doesn't run the number of times it should. The integration I made is from ClickUp to Salesforce, modifying the status of several incidents (objects) at once in Salesforce. Support hasn't responded, and I don't know what to do. Can anyone help me? Thank you very much!

6 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @A_x_e_l 

For us to have more info, post screenshots with how your Zap steps are outlined and configured in EDIT mode.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
A
Userlevel 1

Hi @Troy Tessalone 
Thank you for your contact. I am attaching the images in order of the entire automation and of each specific item.

12 Attachments
Troy Tessalone
Userlevel 7
Badge +14

@A_x_e_l 

There seems to be a discrepancy in the screenshots with the Looping step.

Confirm which Looping action is being used. (Text or Numbers)

NOTE: You probably want to add a Filter after the Step 3 and before the Looping step to make sure there are values to loop.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
A
Userlevel 1

Yes, it was my mistake; the looping is done with Number. The problem is that it finds everything, but when it comes to modifying the status in Salesforce, sometimes it changes 7 out of 10 records, other times it changes 5 out of 10, sometimes 6 out of 10, with no apparent logic.
I could add a filter before and after the looping, but I don't think that's the issue.

Troy Tessalone
Userlevel 7
Badge +14

@A_x_e_l 

Try this…

Use this Zap action for Looping: Create Loop from Line Items

For the Record IDs found in Step 2, pass those into the loop to iterate.

Then remove Zap step 4 (Find Record).

Instead, map the Record ID from the Looping step to the Update Record step.

That way each record found in step 2 is updated.

 

I could add a filter before and after the looping, but I don't think that's the issue.

This feedback is to prevent possible Zap Run errors.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
A
Userlevel 1

Yessss, oh my god!!! Thank you so much! The Find ID actions were overlapping. Thank you so much! It works!

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