Jun 29, 2021 7:16 PM
I need to create a Zapier zap step that has the effect: Create a company if a particular client doesn't have one associated with it. Below I have explained this in more detail:-
I'm trying to write a zap which does this:-
The step I am struggling with is step 4. I am trying ot use the Zapier event called "Find Or Create a Company in HubSpot". My search criteria is to look for a company which has a company ID that matches a field from step 3 called Company Information: Associated Company ID.
The trouble is that this variable may have the value "No Data", which causes step 4 to fail. I was hoping that it would execute, not find a match, and then create the missing company.
How can I achieve this in a Zap?
Thanks in advance
Jun 30, 2021 10:35 PM
Jul 1, 2021 4:44 AM
I did try using Paths in a single Zap but I couldn't get the branching to work I couldn't find the right expression to act as a condition for the branch that is needed when there was no existing associated company. (After step 3 above.)
The "no data" problem occurs whenever there is no company associated with the contact. All this boils down to is that the thing I am missing is a graceful way to handle the situation in which there is no company.
(Grateful for any help at this point - I have invested (or wasted) hours on this and it has been very frustrating. I thought Zapier was going to be a really easy way to get this integration done but right now I am considering coding this by hand in my main app.)