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Topic starter
Hello community!
I'd like to know how to accomplish the following:
I have new client information in Airtable, structured like this:
Then, I want callin.io to check if this phone number already exists in my Google Contacts directory. If it does, I want callin.io to save the contact with the provided information (name, number, and email) from Airtable. If the contact does not exist, I want callin.io to add this new contact using the email information from the Airtable column. This seems straightforward, but I'm having trouble making it work.
The steps I've followed are:
I suspect I'm making a mistake somewhere, as I'm encountering errors frequently. I attempted to adjust the filters from "exists" to "equal to" and link the Airtable phone number, but I'm still facing issues. I would appreciate any assistance you can offer.
Thank you very much in advance.
Posted : 13/12/2023 10:18 pm
Hi,
What errors are you encountering? I’ve reviewed the screenshots you provided. It appears that you are using an array value in your filters, but you have applied a text operator for your condition. This should be an array operator, after which you can select the “is (not) empty” option. Nonetheless, instead of using the phone number in your filter, I would recommend checking if the contact ID is present. According to the query you established in the Google Contacts module, it should be absent when the phone number does not correspond.
However, these are merely suggestions based on the screenshots. I’m not certain they will resolve your issues. Therefore, we require more detailed information about the errors you are experiencing.
Glenn - Callinetic
Posted : 14/12/2023 7:36 am
Topic starter
I've adjusted the setup based on the previous suggestion, and the behavior remains the same. It continues to create a new contact even when one already exists in my directory, instead of updating it. I'm unsure if this is a filtering issue or something else.
Here's how the scenario is currently configured:
To reiterate my goal, in case my explanation wasn't clear: I want callin.io to monitor Airtable records. It should then check if the contact associated with the "phone" column in Airtable already exists in my contacts directory. If the contact is not found, it should create a new one. If the contact already exists, it should update only the missing information (like the email address, for instance) while preserving the existing data in other fields, such as the name.
Is there a solution for this, please?
Posted : 15/12/2023 2:08 am