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Question

Unable to map date string opt-out field to boolean CRM field using Zapier.

  • 26 October 2023
  • 5 replies
  • 47 views
Institute
Userlevel 1

I am creating a Zap that gets data from a marketing lead collection app. The “opt out” field in this app is a date string. If the lead has opted out the field has text. If the lead has not opted out the field is empty.

I need to take that data and update records in a CRM where the “opt out” field is a boolean value. I get data type errors when trying to force the date string into the boolean field.

So, how do I translate “if the opt out string is empty set the CRM opt out value to false, else set the CRM opt out value to true” into a Zap that gets me what I need?

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

5 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Institute 

Good question.

We would need to see screenshots with how your Zap steps are configured along with specific examples of the data and fields involved in order to have enough context.

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

It’s a very straight forward problem that is simple to solve in a programming language but not in Zapier.

The marketing app gives me a date string for the opt out field. I need to take that information and transform it into a boolean value based on whether the marketing app’s opt out field has a value or not.

It’s not a complex problem. I get data in and need to transpose that data into a boolean value so I can send the data out in the proper format.

Can you explain why you need screenshots and examples of the data? There really isn’t anything else involved in this problem.

Troy Tessalone
Userlevel 7
Badge +14

@Institute

Try using the Formatter app: https://zapier.com/apps/formatter/help

Or the Code app: https://zapier.com/apps/code/help

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

I’ve tried the formatter. It doesn't have the capability of determining if the opt out field is empty. It just sends the same value in all cases.

I could easily write some code, and it looks like I will have to, but the purpose of Zapier is to not write code. Are you saying that Zapier can’t do this?

 

Troy Tessalone
Userlevel 7
Badge +14

@Institute 

Have you tried: Formatter > Text > Spreadsheet-Style Formula

https://help.zapier.com/hc/en-us/articles/8496181204877


 

Or you can use Paths with Filter conditions to determine if a value exists or does not exist.

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