Answer
Unable to create donation record in NeonOne through Zap triggered by Reach Software.
- Beginner
Best answer by Troy Tessalone
Ok, appears this is the case:
Seems like there are different variables returned the Account ID when an Account is found vs created.
So you’ll need to map both possible variables to the Account ID field in Step 2, since only 1 should have a value depending on if the Account was found or created in Step 2.
Try copy/paste these variables into the Account ID field, then test again.
{{212142294__Account ID}}{{212142294__id}}
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.
+14- Zapier Orchestrator & Solution Partner
Hi
Good question.
We would need to see screenshots with how each of your Zap steps are configured along with any encountered errors.
- Beginner
This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.
Step 1)
Step 2:
Step 2 Continued:
Step 2 Continued
Step 2 Conitunued:
Step 2 continued:
Step 3:
Step 3 Continued:
+14- Zapier Orchestrator & Solution Partner
What is the returned response after testing? (screenshot)
- Beginner
when i tested through each step, it worked as expected.
but last night a donation occurred, the system created a user in NeonOne, but did not create the donation
- Beginner
Can the account number be put into a variable after the search and use it to populate the NeonOne Account to create the Donation Record?
+14- Zapier Orchestrator & Solution Partner
Check your Zap Runs history to see the DATA IN/OUT for each Zap step to help you troubleshoot.
The error likely indicates no match was found in Step 2.
You may need to either adjust the logic in Step 2 to be find else create.
OR add a Filter step to prevent the error or adjust the logic to create a
- Beginner
Step 2 created a record in neonOne,
But how do i get the account number to pass to step 3?
+14- Zapier Orchestrator & Solution Partner
You have the field mapped correctly in the Zap config.
But when the Zap Ran, no match was found in step 2.
Thus why the Zap step 3 resulted in an error because that is a required field.
You may need to either adjust the logic in Step 2 to be find else create so that there is always an Account ID returned.
OR add a Filter step to prevent the error.
+14- Zapier Orchestrator & Solution Partner
Can you show screenshots of the DATA OUT from Step 2 in the Zap Run?
You have this checkbox checked and related fields configured in Step 2, so the logic is configured to find/create, which should always return an Account ID.
Wondering if there are different variables returned the Account ID when an Account is found vs created.
- Beginner
that id: 22437 is correct,(what was just created in NeonOne, but how to pass it to step 3?
+14- Zapier Orchestrator & Solution Partner
- Answer
Ok, appears this is the case:
Seems like there are different variables returned the Account ID when an Account is found vs created.
So you’ll need to map both possible variables to the Account ID field in Step 2, since only 1 should have a value depending on if the Account was found or created in Step 2.
Try copy/paste these variables into the Account ID field, then test again.
{{212142294__Account ID}}{{212142294__id}}
⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
+11- Community Manager
Yay! 😁🎉 Thanks so much for circling back here
If you run into any further trouble with your Zaps, please do reach back out to the Community again - we’re always here and happy to assist!
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.