How to find/map correct contact record in module to update?

[Kevin_Law]

Hi,
I have a basic scenario that watches a View in a Caspio module and then, if there is a record, needs to find/match a contact record in a Bigin module and add a Tag to it.

I have the modules set up but cannot figure out how to find/map to the correct contact record in Bigin, the one that matches the Caspio View’s record’s email address.

Only the fields ‘Email’ or ‘StaffID’ are the same in both the Caspio View and the Bigin Contact so that would be the connector for records.

How do I map the field from Caspio (Email) to find/match the contact record in Bigin with the same value (Email), so that only that contact’s Tag is updated?

I know this should be basic but I just can’t figure it out. Thanks for the help—

[Raj_Bajaj]

Hello,

List Contacts module in Bigin is the key, please add it before Add Tags module and filters will help comparing emails fetched from Caspio and Bigin,

Hope this points you in the right direction, thanks.

[Kevin_Law]

Hi Raj,
Thank you for the help on this scenario. I tried to set up the filter as per your suggestion but there is no option (I can find, anyway) to use the Bigin contact’s email. I can only choose Caspio fields in the filter so I cannot match them with Bigin contact email values. I must be missing something in the setup–

[Kevin_Law]

I think I got it now. I didn’t realize I needed to add a separate module for Bigin to List Contacts, then do the Filter match fields, then go to the Bigin Add Tags module.

Also, in the last module (where the tag is added) I needed to change the Map field for ContactID to Bigin’s ID number (that was ‘got’ by the first Bigin module and the filter). This seems to work, I think, and many thanks for the help!

[vendy]

Hey there @Kevin_Law

Just jumping in to congratulate you on solving your troubles with the help of @Raj_Bajaj.

Also thank you very much for sharing all of the information here with us. We truly appreciate it.

Keep up the great job!