1.Receives agent payloads
Integrate Sub-Zap by Zapier to capture incoming agent payloads for consistent downstream normalization.
Update agent directory records from incoming data feed
Automatically ingest new sub-zap invocations and normalize agent payloads across Sub-Zap by Zapier, Code by Zapier, Zapier Tables, and Paths by Zapier. Create and update when agent data arrives, nickname matches, or email or phone failsβso you can update records, create new agents, and return identifiers without manual data cleanup.
How this automation keeps agent directory records current
When new sub-zap invocations receive agent payloads, bad formatting can cause missed matches and duplicate records. This automation normalizes inputs and updates or creates agent recordsβso your team can maintain accurate directories without manual data cleanup.
Sub-Zap by Zapieror swap with your favorite app
2.Normalizes incoming fields
Integrate Code by Zapier to normalize phone formats, lowercase emails, and clean nicknames before lookup.
Code by Zapieror swap with your favorite app
3.Looks up directory record
Integrate Zapier Tables to look up an existing agent by cleaned nickname and return a record id.
Zapier Tablesor swap with your favorite app
4.Updates or creates agent record
Integrate Paths by Zapier to update matched records or fall back to email and phone search, then create when needed.
Paths by Zapieror swap with your favorite app
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