Pulling a date from a nested custom field for use in a later action step

Hello! I’ve spent considerable time on this with no success and Zapier support unfortunately was unable to help. I’m hoping someone in the community may be able to help me.

My goal is to use a date pulled from a contact record in our CRM in the trigger step in a filter step later on (i.e. only continue if the date from the CRM record is before today).

The problem I’m encountering is the date (a custom date field in our CRM) does not return during live runs for the filter step to filter.

I believe the issue with the date not returning in later action steps has something to do with the custom date field being parsed inside of an array (had a similar issue before with email addresses). There are a number of custom fields on a CRM contact record. They appear nested under “Contact Custom Fields”, including the date I am trying to access.

Here is a pic of the filter step, where the date has failed to return.

Unfortunately, custom pill mapping is not yet available for filter steps. I’ve tried various extraction steps, and even AI by Zapier, with no luck.

Any thoughts/ideas would be much appreciated. Thank you. :)

Nathan

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Hi @NathanSanctuary

Which CRM app are you using in your Zap step 1? (name)

For us to have more info, post screenshots showing the DATA OUT from your Zap Run with how the data is returned for the custom fields so we can see the structure of the data.

Hi @Troy Tessalone. Thanks for the reply.

We use Virtuous. The first picture (“Contact C”) is a picture of the Data Out for the trigger step.

Though, interestingly, in step 5 of my zap, I search for the contact again in our CRM in order to pull back more information not available in the trigger step. Here the custom field data is formatted differently, it seems.

I may try to do this find step before the filter step and see if I can pull in the date from this find step. I’d have to burn another task every time this zap fired, but if I can get this to work, I think it would be worth it.

If other pictures are helpful, let me know. Thanks for your help!

@NathanSanctuary

Try this guide to convert array item objects into their own variables to map.

Thanks @Troy Tessalone. I’ll take a look.

@Troy Tessalone for some reason, the data from custom fields that appear in the trigger step will not appear in the formatter line item to text step. I tried the custom fields parent field and then the actual date field I want to access, with no success. Perhaps I’m doing something wrong?