Repo https://github.com/ZachHolmesDev/find-karbon-contact-handle-duplicates
This script is designed to run in Zapier and works as a replacement for the prebuilt find contact zap with additional logic to deal with different clients who use the same email
it sends a request to the Karbon API to fetch a list of contacts using a provided email address.
The script will return the first contact in the list from the API
that matches both the provided first name and last name
Example Usage
In our business we have a number of clients who are couples sharing the same email address, this script helps us automatically create work items in Karbon using a similar method using Zapier for the correct client who books with us on Calendly
creation of Karbon work items can be done via API requests using Zapier's built-in HTTP request functions, Hopefully I can release a tutorial on this in future
Hope this helps someone
Check the README in the repo I shared for setup instructions
/** NOTE
* putting your auth and key here is not best practice for security
* but as far as im aware this is the only way to use a script like this in zapier
* without building a custom solution though the developer platform.
* Please ensure you understand the security implications of this and do not expose your auth and key publicly.
*/
const AUTH = 'Bearer <your auth here>'
const KEY = '<your key here>'
// eslint-disable-next-line no-unused-vars
const output = {} // Initialize output
// // you can uncomment this code and put in any test data if you wish to test in a local environment
// const inputData = {
// contactEmail: 'testemail@email.com',
// contactFirstName: 'John',
// contactLastName: 'Smith'
// }
// declare variables for contact information here for easier access in global scope
let contactEmail
let contactFirstName
let contactLastName
// Trim contact information from inputData
// Check if required input data is provided
try {
contactEmail = inputData.contactEmail.trim().toLowerCase()
contactFirstName = inputData.contactFirstName.trim().toLowerCase()
contactLastName = inputData.contactLastName.trim().toLowerCase()
console.log("looking for \n")
console.log(contactEmail)
console.log(contactFirstName)
console.log(contactLastName)
} catch (error) {
if (error instanceof TypeError) {
return 'Error: Missing required input data for contact information. Please provide contact email, first name, and last name.', error
} else {
return 'Error: ', error
}
}
/**
* Fetches all contacts from Karbon API with provided contact email.
* @returns {Promise<Object>}
* promise that resolves to an object containing metadata
* and an array `value` containing contact objects.
*/
const fetchData = async () => {
const baseURL = 'https://api.karbonhq.com/v3/'
const email = `${contactEmail}`
const url = `${baseURL}Contacts?$filter=contains(EmailAddress, '${email}')`
const request = await fetch(url, {
method: 'GET',
headers: {
Accept: 'application/json',
Authorization: AUTH,
AccessKey: KEY
}
})
return await request.json()
}
// Call fetchData() and findContactByName() functions .then return the result
// done in this manner due to the way the script runs in zapiers enviroment
return fetchData()
// DEBUG
.then(response => {
console.log("\nFull Response:", response);
return response; // Pass the response to the next .then()
})
.then(response => {
// Call function with response object and contact names
const contact = findContactByName(response, contactFirstName, contactLastName)
if (contact) {
console.log({ found: true, contactFound: contact })
return {
found: true,
message: 'Contact is found',
contactFound: contact
}
} else {
// console.log()
console.log( { found: false, message: "Contact not found" })
return {
found: false,
message: 'Contact not found',
contactFound: contact
}
}
})
/**
* takes the fetchData() response and contact names as arguments
* and returns the contact object if found else undefined.
* @param {Object} response - Response object containing contacts.
* @param {string} firstName - contact's first name.
* @param {string} lastName - contact's last name.
* @returns {Object|undefined} - contact object else undefined.
*/
function findContactByName(response, firstName, lastName) {
// using .find() to return the first contact that matches the condition
return response.value.find(contact => {
// defining parameters for the .find() function
// Split FullName into parts
let cresponseLastName, responseFirstAndMiddleName] = contact.FullName.split(', ')
responseLastName = responseLastName.toLowerCase().trim()
responseFirstAndMiddleName = responseFirstAndMiddleName.toLowerCase().trim()
// Compare both names
return responseLastName === lastName && responseFirstAndMiddleName.startsWith(firstName)
}
)
}
