Notifications
Clear all
Topic starter
Hi all,
I'm setting up an automation flow to identify contact persons at companies and then add the results to Airtable. The method for finding a contact person involves an API call with 'company' and 'job title' as the payload. The basic flow is straightforward, but the complexity arises from a few factors:
- I need to find two contact persons for each company.
- At some companies, the desired job title might not be found, requiring a search for the next job title in a hierarchy of four levels.
This means I might find one contact person using the first job title and then need to find the second using the second job title (and if that fails, then the third, and finally the fourth). Consequently, I've constructed a branching flow to handle these different scenarios, but it's become overly complex. Any changes to Airtable or other elements necessitate updates in multiple places, making it highly prone to errors.
The good news is that the job title database is static. I first search using a specific set of titles, then move to the next set if the initial search yields no results or only one contact. My current thinking is that there must be a more efficient way to manage the job titles, perhaps by storing them and iterating through them until both contact persons are found. I'm considering splitting the flow for contact person 1 and contact person 2, while ensuring they are not the same individual.
However, I'm unsure how to create a flow that sequentially processes the job title hierarchy options, only proceeding if either both contact person slots are filled or only one remains empty. Any suggestions would be greatly appreciated, especially since I'm new to callin.io and would benefit from easy-to-understand explanations.
Here's a look at my current flow structure:
Do you have any suggestions on how to approach this?
Posted : 07/08/2024 10:25 am