Using lookup tables for related data
The more you work with Zapier to connect your apps and automate your processes, the more you will find that commonly used key values in your various apps are represented differently. For example, if you sell online courses, passing data between your shopping cart, ThriveCart, and your course platform, Kajabi, could be a challenge as products are recorded with different IDs in each of the systems. This is where the Formatter by Zapier Utilities action event and the Lookup Table transform function are useful. You can use this transform function to store related search keys and matching result data, such as product names and their respective IDs, so that you can use them in other steps in your workflows. Microsoft Excel users are likely to be quite familiar with this type of functionality, which is comparable to the VLOOKUP
function. Bear in mind that the main difference to consider is that in Microsoft Excel, this function is case-insensitive, whereas...