Search for existing data in Zaps

• In the Zap editor, click the Action step, or click the plus + icon to add a step to your Zap.
• Search for or select the app you want to search for data in.
• Click the Action Event dropdown menu and scroll down to the Search section. Select the search action that you want your Zap to perform.
• Click Continue.

• If you already have an account connected to Zapier for the action app, select it from the account menu.
• If not, click Connect a new account and follow the instructions to connect your app to Zapier.
• If the connection is working, click Continue.

Add your search criteria. Apps may have different options available on this screen.

To search based on a value from an earlier step (e.g., your trigger), click the dropdown menu and select the value.

You can also enter a search string into the field.

Optional: Create a new record if the search doesn’t find anything

Some search actions let you create a new record if the search doesn’t find anything.

• Select the Create [item] if it doesn't exist yet? checkbox.
• Fill in the fields with the values you want to use for the new record.
• The Should This Step Be Considered A “success” When Nothing Is Found? field allows you to choose how the Zap should proceed if no record was found.
  • If you select True, the search will always be a success even if nothing is found.
  • If you select False, this step will halt if no record is found.
• Click Continue.

• Click Test & Continue.
• If a matching record is found, you’ll be able to view the data for that record.
• If there wasn't a record that matched your search criteria and you didn’t select the checkbox to create a new record, you can choose to either skip the test or create a record that will match the search term and test the search step again.