The field organization does not transfer from Insightly to Mailchimp.

Hi @Bananadoc 

From the API Documentation for Insightly (https://api.na1.insightly.com/v3.1/#!/Organisations/GetEntities) I can see that yes they do send the Organization ID only in the reply for creating a new contact. In such case, you need to do another step to Find the organization. To do that, you need to use Webhooks by Zapier to call the API GET/Organisations/{id}

the webhook will look something like this 

GET: https://api.{pod}.insightly.com/v3.1/Organisations/{organization id}

Headers:

Authorization: Basic YWM5YTIyOTItZjI1YS00NDgzLTlkNTQtMDAwMDAwMDAwMDAw

You can find more about how to get the API (which you then need to be Base64 encoded) in the Introduction section in the API Documentation above. 

You can always try it out, it should pretty simple :)

if you find it too complicated, you might wanna consider hiring a Zapier certified expert from here https://zapier.com/experts :) 

I’m almost there, but what do I put in the Search Value field? 

Thanks!

@Bananadoc 

You’d map the Org ID from the trigger step, which if found, should return the Org Name, so you can map that into Mailchimp.

@Bananadoc 

Please post screenshots of how your Zap steps are configured in order for us to have proper context, thanks.

@Bananadoc 

The mapped variable has “No data” for the trigger step example you are using.

Help article about how to change your trigger step example data: https://zapier.com/help/create/basics/change-the-test-data-in-your-zap-trigger

Thanks so much for checking in! I entered this entirely naïve and soon realized I’d bitten off more than I can chew! I’m doing this in my spare time but racing to get it done before my trial runs out.. because I have to convince my small company that the subscription is worth it before they will agree to pay the Big Bucks.

In any case.. no, I have not fixed it and I’m not quite sure what you meant. Without the FIND RECORD step to pull in the ORGANIZATION/COMPANY NAME, everything works great. I have the trigger working fine to send records to Mailchimp. The only problem left is the ORGANIZATION ID which gets to Mailchimp as an ID number rather than an Organization/Company name.  

There’s nothing in any of my steps that tells Mailchimp to put the Organization info into the MailChimp Company field. I think that’s what I’m missing, and I can’t work out how to do that. 

I was certain I’d replied to this, but I don’t see it here. In any case, THIS WORKED! It is awesome. Now to wait to see how impressed my company is and whether they will agree to the subscription fee. They're not very tech savvy, but dang I hope so. 

Now to look for other cool things Zapier can do that might help even more. I couldn’t have done this without everyone’s help, so thank you so much! You never know how helpful these kinds of forums are, and this has been amazing. 

Thanks for your help and patience. I’ll probably be back!