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Started by Antoine Ravet • Mar 27, 2025 3:12 PM

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3:12 PM

Mar 27

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Antoine Ravet3:12 PM

Hello guys,

I’ve an issue.
I need to create a contact via workflow for a specific use case. But all my process is not working if the contact already exist in the contacts database.

How do you manage that ? ( without hub operation, i don’t have access to custom code in that portal )

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8 messages in thread

Ryan GinsbergReply 1Mar 27, 2025 7:20 PM

I just worked on this and the Create Record should handle situations where contact already exists. It kinda depends on what you are trying to do?

Antoine RavetReply 2Mar 27, 2025 9:06 PM

Thanks for your answer <@U05R380MLMC>

Antoine RavetReply 3Mar 27, 2025 9:07 PM

I have a form where you can add participants and insert their email addresses, and then I have a workflow for creating participants if they don’t exis...

Ryan GinsbergReply 4Mar 27, 2025 9:09 PM

I have written custom code to handle this scenario

Ryan GinsbergReply 5Mar 27, 2025 9:11 PM

For example, this form (<https://smsf.supavest.com/sales-advice>) I built and there is custom coded handling all contact lookup, creation and associat...

Antoine RavetReply 6Mar 27, 2025 9:20 PM

I built the whole process without code and I would have liked to avoid it... I think it’s impossible to enroll a contact via a property of another con...

Ryan GinsbergReply 7Mar 27, 2025 9:21 PM

Yeah - I actively try to avoid hacks like that. They are slow and tricky to de-bug.

Ryan GinsbergReply 8Mar 27, 2025 9:21 PM

Maybe an app like associ8 could help - I haven't used but heard good things.