Zapier

Feature Request
1

I am having a hard time with Ragic <> Zapier integration because Zapier doesn’t support a “find record”

Many of my best workflows would be a user story like the below:

"find “a company” in “my Ragic contacts” based on email or phone number… then CREATE a record.

  • Is it hard to create this zapier “Find” feature?

see below – Airtable supports this. Is anyone familiar with How i can achieve this in the current Zapier world?

image

image
image793×277 16.3 KB

Any ideas?

3

Hi Matt,

Thanks for sharing the user story—it’s helpful context. To make sure I understand your workflow correctly, could I check a few details?

From your note, it sounds like you’re hoping to:

  • Trigger a Zap from another app (e.g., Gmail, Google Sheets, etc.),
  • Use Zapier to search your Ragic “contacts” sheet for a company, based on an email address or phone number,
  • And if the company isn’t found, create a new record.

Could you confirm:

  1. Where does the trigger come from—what’s the first step in the Zap?
  2. If no match is found, do you intend to create a new company record in Ragic, or is the goal to log a related record (like a note, inquiry, or event) linked to that company?

Once I understand the full flow you’re aiming for, I can better advise on whether it’s possible through our current Zapier integration or suggest a suitable workaround.

4

The below is exactly right…

  • Trigger a Zap from an email (another app (e.g., Zapier),
  • Use Zapier to search your Ragic “contacts” sheet for a contact, based on an email address
  • And if the Contact isn’t found, create a new Contact

Could you confirm:

  1. Where does the trigger come from—what’s the first step in the Zap?

image
image473×616 25.3 KB

  1. If no match is found, Yes i intend to create a new Contact record in Ragic, but the goal is actually to then create a related record (“RFQ”) linked to that contact.

can you advise on whether it’s possible? or if you have any intentions of expanding the zapier actions and trigger functions?

5
Hi Matt,

Thank you for confirming!

To clarify, the current “Update Record” action in Ragic’s Zapier integration works as follows:

image

Update an existing record in Ragic if a match is found using the specified key value.
If no match is found, a new record will be created.

With that in mind, the workflow you described can be supported using the existing “Update Record” action:

  • Trigger: a Zap from an email (another app (e.g., Zapier),
  • Action: Add a step to “Update Record” in Ragic. This will search your “Contacts” sheet using the email address as the key value. If a match is found, the record will be updated; if not, a new contact will be created.

In this case, the email address serves as the unique key to identify whether a contact already exists in your Ragic sheet.

We recognize that the current description for our “Update Record” action in Zapier isn’t very clear, and we’ll work on improving it. Thanks for pointing that out!

To support this, you can add a second step in your Zap after the “Update Record”:

  • Use the “Create Record” action to create the related “RFQ” record in Ragic.
  • Pass along the necessary information from the previous step (updating or creating Contact) to create a related “RFQ” record in Ragic

I hope this helps! Let me know if you need any further clarification.

image
image451×519 23.8 KB

6

Thank you – but this does not solve my issue…

I need the API / Zapier integration to search for an email, and return the “full name ID field”

image

Because this is my Key field in my other Ragic sheet that i must populate… (Jobs)

that is why i was wondering if i can “search” for a record like airtables integration, which would like me find a record and pull any related information from that record.

does this make sense?