I’m trying to figure out if there’s a way to process data from a Zapier trigger before it gets to an action. Here’s what I’m dealing with:
Sometimes the info from a trigger needs some cleanup before it can be used in an action. I know I can use Zapier code as an action to do this, but I’m not sure how to make it work as a trigger too.
For instance, let’s say I get emails that have info I want to put in my CRM. The important stuff is in the email body. I’d like to use Zapier code to grab the right bits from the email and then have that info trigger the CRM action.
Is this possible in Zapier? Any ideas on how to make it work? I’m kinda stuck here and could use some help!
I’ve been in a similar situation, Luke. What worked for me was using a multi-step zap. First, set up your email trigger as usual. Then, add a ‘Code by Zapier’ step right after. In this step, you can write JavaScript to parse the email body and extract the relevant info. It’s pretty flexible - you can use regex, string manipulation, whatever fits your needs. After processing, you can output an object with the cleaned-up data.
For the next step, use a ‘Formatter by Zapier’ to structure your data if needed. Finally, set up your CRM action, mapping the processed data from your code step.
It takes some trial and error, but once you get it right, it’s super efficient. Just remember to handle potential errors in your code for robustness. Good luck with your setup!
Zapier does not support modifying trigger data directly, but a practical workaround exists using a subsequent Code by Zapier step. After your email trigger, you can insert a custom code step to extract and clean the information from the trigger data, which then flows into your CRM action. From my experience, this approach efficiently processes the raw data into a more structured format. While it does not alter the trigger itself, it effectively fulfills the requirement of adjusting the data before it reaches the next action. Make sure to test the setup thoroughly.
hey luke, try adding a formatter between the trigger and action. it lets u adjust ur data before it goes to the app. you can also run custom code if needed. hope that helps!