Table lookup

Table lookup
Tools
·
03/16/2022
·
3 min. read

In this article

Albato Table lookup tool allows you to replace incoming data from a sending app.

Let’s suppose you receive order from store with Paid status. Then you want to update this order status in your CRM. But you cannot send Paid status from online store to CRM system, as it can receive only codes (e.g. 1234). To avoid errors, you need to transform word Paid into a code, i.e, make a table replacement using Albato tool.

We will consider the example with AliExpress and Bitrix24 automation.
First, we create a scenario that responds to order status changes in AliExpress and automatically change statuses in Bitrix24. Our task is to track the cancellation of orders by customers.

AliExpress order statuses

  • PLACE_ORDER_SUCCESS
  • PAYMENT_PROCESSING
  • RISK_CONTROL
  • WAIT_SELLER_SEND_GOODS
  • SELLER_PART_SEND_GOODS
  • WAIT_BUYER_ACCEPT_GOODS
  • IN_CANCEL
  • FINISH
  • ARCHIVE

Bitrix24 funnel stages:

  • NEW
  • PREPARATION
  • PREPAYMENT_INVOICE
  • 1 — Yandex.Go delivery
  • 2 — Send track number
  • EXECUTING
  • FINAL_INVOICE
  • WON
  • LOSE
  • APOLOGY

As you can see, they don’t match. You can easily solve this problem using Table lookup tool.

How to set up

Open the Automation builder section, click + button between steps and select the tool.

Table lookup.png

Then set up Table lookup fields.

  1. Name. We create name for new variable. Further in the automation settings we will use this name.
  2. Value. Select the value from the list to check if the condition is met.
  3. Add a condition. By clicking this button, you add conditions for the tool.
  4. Otherwise. Specify the value that will be transferred if the system failed to find a value corresponding to the condition written above.

ISring&PandaDoc.png

Here is what we have done:

  1. Enter the name for new variable (Test).
  2. Select variable from AliExpress directory (Order status)
  3. Set up the condition: «If the data from the Value field is equal to IN_CANCEL , then change this value to LOSE«. IN_CANCEL is a system status that AliExpress sends when an order is cancelled. LOSE is a system value for the status of a lost deal in the funnel in our CRM Bitrix24.
  4. We specified the value to transfer if the system failed to find a value corresponding to the condition. EXECUTING is a system value of the In Progress funnel status in Bitrix24.

For a note

Open the Apps section to find the system values. Select the app and check the value in the directories. Screenshot shows page with values ​​for Bitrix24.

2022-08-16_19-31-02.png

The tool is set up! You can use its value in next steps.

How to use

Let’s use the duplicates processing feature when creating a new deal in Bitrix24. For the New deal step to work, which actually updates the status of an existing deal, it is necessary to pass the order ID from AliExpress to the Deal title.

Table lookup (1).png

Click the Save button. Then set up duplicate processing.

Select Update record if a duplicate is found as a rule and Deal title as a value to search the duplicate.

Table lookup (2).png

All fields contains Current value, which means that the field will save the existing data. To update data, we need to specify a new value. click on the Stage field, delete the Current Value and select the variable from Albato Table Lookup tool in other values.

Table lookup (3).png

Click Save button. Ready! You have learned how to set up table lookup tool in Albato.


Tools

Join our newsletter

Hand-picked content and zero spam!

Related articles

Show more
Paragon vs Workato vs Albato Embedded: Which to Choose
10 min. read

Paragon vs Workato vs Albato Embedded: Which to Choose

Compare Paragon, Workato, and Albato Embedded – three embedded iPaaS platforms for SaaS across ease of use, white-label embedding, pricing models, and ideal use cases.

Workato vs Tray.io vs Albato Embedded – Which Is Best
7 min. read

Workato vs Tray.io vs Albato Embedded – Which Is Best

Learn how Workato, Tray.io, and Albato Embedded compare across UX/UI, white-labeling, integration capabilities, pricing, and ideal use cases and which embedded iPaaS platform is best suited for your SaaS product.

Why Encourage Your Users to Learn AI Prompt Engineering
8 min. read

Why Encourage Your Users to Learn AI Prompt Engineering

Learn about why AI prompt engineering is becoming an essential skill for SaaS users and how you can encourage them to learn it.

Ultimate Guide: How to Choose the Pricing Strategy for Your SaaS
6 min. read

Ultimate Guide: How to Choose the Pricing Strategy for Your SaaS

Learn how to choose a SaaS pricing strategy that reflects product value, improves conversions, and supports long-term growth.

15 SaaS Metrics Every Startup Must Track
6 min. read

15 SaaS Metrics Every Startup Must Track

Learn which 15 key SaaS metrics every startup should track to grow revenue, reduce churn, and scale efficiently—a practical guide for founders and PMs.

 How to Connect Lead Connector (GHL) to Albato
3 min. read

How to Connect Lead Connector (GHL) to Albato

Connect Lead Connector with Albato to integrate it with 1000+ apps, including AI tools.

Paragon vs Tray vs Albato Embedded: Best Embedded iPaaS for SaaS
12 min. read

Paragon vs Tray vs Albato Embedded: Best Embedded iPaaS for SaaS

Compare Paragon, Tray.io, and Albato Embedded across UX, white-labeling, connectors, pricing, and best-fit use cases. Learn which embedded iPaaS is the right choice for your SaaS product.

How to Connect TestStory to Albato
3 min. read

How to Connect TestStory to Albato

Connect TestStory AI with Albato to integrate it with 1000+ apps, including AI tools.

Saying Goodbye to 2025: Albato End of Year Edition
3 min. read

Saying Goodbye to 2025: Albato End of Year Edition

Let’s take a look back at what’s been achieved and see what’s in store for the year ahead.

How to Connect Documint to Albato
4 min. read

How to Connect Documint to Albato

Connect Documint with Albato to integrate it with 1000+ apps, including AI tools like Grok and Claude.

Workato vs Cyclr vs Albato Embedded – iPaaS Comparison
10 min. read

Workato vs Cyclr vs Albato Embedded – iPaaS Comparison

Compare Workato, Cyclr, and Albato Embedded iPaaS solutions for SaaS companies. Learn which platform offers the best UX, white-label integration experience, connector breadth, pricing model, and support for your SaaS use case.

How to Connect Fathom to Albato
3 min. read

How to Connect Fathom to Albato

Connect Fathom with Albato to integrate it with 1000+ apps, including AI tools like ChatGPT and Gemini.