Search for existing data in Zaps

• In the Zap editor, click the + icon to add a new step.
• Search for and select the app you want to search for data in.
• Click the Choose Action Event dropdown menu, If your app has any available search actions, they'll appear in a Search section. Select the search action you want to use.

• Click Continue.

• In the Choose Account section, click the dropdown menu and select the specific app account you want to search for data in.
• Click Continue.

Next, set your search criteria. Different apps have different options available on this screen.

• If you want to search based on a value from an earlier step (e.g., your trigger), click the dropdown menu and select the value. If not, you can 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.
• Click Continue.

• Click Fetch & Continue.
• If a matching record is found, the test will be successful, and you can view the data for the record found.
• If there wasn't a record that matched your search criteria, you can choose to either skip the test, or create a record that would match the search term you used and test the search step again.

If the Zap doesn't find the data you're looking for in your search step, and you didn't select the checkbox for Zapier to create the data, the Zap will not proceed to the next step. If the data you're looking for is found, or the data wasn't found but you selected the checkbox for Zapier to create the data, the Zap will move onto the next step.