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My current workflow looks like this.

  1. Deal Property Change Hubspot
  2. Find associations (to get the user IDs of the contacts within the deal)
  3. Set Value (Store the contacts within the deal)
  4. Formatter - Text, to convert the contacts into individual items
  5. Set Value (store new contacts within the deal)
  6. Formatter - text, convert the contacts into individual items
  7. Filter- test the values in step 6 to step 4 and if theres a new one, to pass through
  8. Get contact information such as their name
  9. Filter- send it to a specific board on Monday
  10. Create item in that board on Monday

It’s currently not working when I make an update on my deal in Hubspot because I think I’m doing the list comparison wrong, I’m not entirely sure how to set the old contact list and a new contact list (steps 3 and 5).

 

Any guidance would be greatly appreciated.

 

Hi ​@Hai 

Help us have more info by posting screenshots showing how your Zap steps are outlined and configured in EDIT mode with the field mappings visible in the CONFIGURE tab.

Here are the attached steps + photos in chronological order. ​@Troy Tessalone , thank you for taking the time to help.

​@Hai 

In Zap step 2, make sure to remove extra fields:

 

​@Hai 
TIP: Click field labels with the info icon to see tooltips with more info that may provide guidance.

In Zap step 2, for the Deal, the matching Contacts should be returned as an array of items.

For Zap step 3, you probably want to use the HubSpot Deal ID as the Key value.
Thus creating a Key that has the related Deal Contacts.
 

 

 

Zap step 5 seems redundant.

 

Zap step 7 will always compare to itself with the current Zap step config, so that logic likely needs to change.


Zap step 8 has a variable that needs to be remapped.
 

 

​@Hai 

Sounds like you want to configure logic like this:

First “Get Value” for the Storage Key value using the Deal ID.

Then “Set Value” for the Storage Key value using the Deal ID.

That gives you the old Storage Key value and the new Storage Key value.

 

Then you can use those values to compare in a Filter step. (Filter with Exact Match operator)

If those are not a match, then continue to a Code step.

Use the Code step to compare the Storage new value VS old value and output the difference.
Help: https://zapier.com/apps/code/integrations#help

Then you can use Looping to iterate thru each to find the Contact and Create Monday Item.
Help: https://zapier.com/apps/looping/integrations#help
 

If you want to hire help, there is a directory of Zapier Partners: https://zapier.com/partnerdirectory

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