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Using Zapier, find a record with the same phone number. If it exists, do nothing

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Hey AirTable Community

Me again, I am currently using Zapier and WATI.

I have a base of all my Leads, sometimes, Leads are created twice intentionally.
When a record is created in AirTable, I want Zapier to notice.
Then Zapier will tell WATI to create a Contact based on the details.
Then Zapier will also tell WATI to send a template message to the person.

The above is easy enough.
The problem lies thereafter, since I can have Leads with the same Phone number, I don’t really want WATI to create two of the same contact and send the same message twice.

So my idea is that after a record is created in AirTable,
I want AirTable to look for another Lead that has the exact same phone number, but not the same Lead Unique ID.
If the result is TRUE, then do nothing.
If the result is FALSE, then proceed with the rest of the steps.

I am slightly limited to Zapier as a tool for now since the WATI integration with Integromat/make is a little “wonky” and unintelligent (or maybe I am wonky and unintelligent).

Anyway, I am trying to do the above by using the SEARCH zap but it seems to only allow me to return and proceed with TRUE statements, how should I go about this?

Much thanks

1 Solution

Accepted Solutions

@Dennis_Yu What about doing this check on Zapier? After a zap is triggered:

  1. Get all your Airtable records.
  2. filter by the phone number
  3. if a record exists, skip it; otherwise, go on with your logic.

See Solution in Thread

1 Reply 1

@Dennis_Yu What about doing this check on Zapier? After a zap is triggered:

  1. Get all your Airtable records.
  2. filter by the phone number
  3. if a record exists, skip it; otherwise, go on with your logic.