Hey there,
I am trying to do the following:
When an offer is confirmed, a webhook is triggered which contains the email address of the client who confirmed this offer.
Now this email address should be searched in a results list of our current crm to check if a company with this email address exists.
If it exists, nothing should be done.
If it doesn’t exist, a new customer should be created with this email address.
Since my CRM (moco) only allows me to list all companies, they’re output as multiple bundles. I’ve gotten so far that the filtering works quite well, but either way the scenario creates a new company since there are always entries, that don’t match the email address.
I have created the Create JSON only as a test to see my output.
Any ideas what I am missing here?
Any help is highly appreciated!
Best
Mark
Hello @margsenjo,
If you place an Array Aggregator after MOCO List Companies, you can collect a specific field (email) into a single array. Then you can use array functions (like contains() ) to see if the email is in the list.
If you need to save something from the list of companies, like a Company ID or something to use downstream, then you can aggregate both email and ID, then use map() and get() to find the ID of the company based on email.
You can also use filters, but you’d likely need to use dot notation to drill down thru the structure of each bundle to match the email text.
All this depends on how your bundle structure looks and how you’re using the data from MOCO.
Hi Mark,
I am new here and I want to use Moco as well.
My workflow should include redmine and moco.
I would like to transfer my registered project times from redmine to moco. There is currently no direct API between the two.
However, there is no entry for a project times module in the modules on make.com. Have you perhaps found something there or used it yourself?
Hey,
Unfortunately not, but I’d try with a moco API call!
