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Fix empty field values with filters

tutorial
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When your errors occur in your Zaps, your Task History. When you look closer you can see that there are field names inside curly brackets ({{ }}).

Example when no values are being sent through from the previous step

This happens because no value has been sent through on that particular field at the time the Zap ran. As this field is required data to be entered in order to carry out your Action, what you will need to do is create two Zaps, one for when that value exists and one for when it’s empty so that you add a fixed value in order to carry out your Action. This will then prevent further errors appearing in your Task History.


1. Add a Filter to your Zap

On your existing Zap, add a filter before the action step that showed the error by clicking the + button and selecting Filter.

Example

In our example, each time a new contact is created in Google Contacts it needs to be created as a lead in Salesforce. What we will need to do in this instance is add the filter before the Create Lead step.


2. Set the conditions for your Filter

In your Filter step, select the field that is required. From there, select the condition of Exist. This will mean your Zap will only continue if this field has been filled out.

In this example, we set the filter rule to only pass if ‘Company’ exists is what we will be using, as Salesforce requires for this field to be filled out in order to create a lead..

Tip

If you have more than one required field, you can add additional conditions to your filter.

Once you’ve added that in, you can then turn your Zap on.


3. Make a copy of your Zap

Back on your My Zaps page, make a copy of your Zap by clicking the arrow, followed by Copy

How to copy a Zap


4. Reverse the filter on your copied Zap

Now that we’ve created your copied Zap, you can now reverse the filter rules to only pass when the field does not exist. Similar to the setup in Step 2, rather than selecting Exist select Does not exist.


5. Manually input data your fixed value

Now manually type in the data you want to always pass over if no value exists.

Example

In our example, remove the previously mapped out field, which is ‘Company’ and input a fixed value instead. This will allow for your Zap to run in case this value doesn’t exist.

How to manually pass over data within the Zap Editor

Once you’ve completed this, you can then turn your second Zap on.

You’re all set now! If you find you run into any trouble, contact support.


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