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Re: How do I get the text value of a linked record with zapier

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Joey_Seal
5 - Automation Enthusiast
5 - Automation Enthusiast

I have a base containing a table for work orders and a table for clients. Works orders have a linked field to client name but when I try to get the client name in zapier it returns an ID rather than the text value of the client name. Should this work with the standard zapier plan or do I need a multi step zap that would query that id and set the name as a variable?
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1 Reply 1
AlliAlosa
10 - Mercury
10 - Mercury

You’ll need to add a formula field to the [Work Orders] table, and reference the {Client} field in your formula.

{Client}

Then, point your zap to the formula field instead of the linked record field. This should give you the display value that you’re looking for.

The same behavior is true for lookup fields as well - Zapier will always return the record id instead of the display value.