Use formulas in Zapier Tables

The Formula field in Zapier Tables allows you to create calculations using fields from your table and multiple functions. 

How to add a Formula field

1. From the Tables home, click the name of your table.
2. Click Add field on the right side of a table.
3. Select the Formula field type. A sidebar will open.
4. In the Name field, enter a name for the new field.
5. Enter your formula in the Formula field. 
   • Click the Insert Functions tab to search for and select one of the available functions.
   • Click the Insert Fields tab to search for and select existing fields.
6. Use the Preview field's arrows to check the result of the first few records.
7. Click Save.

Tip

You can create Zaps that trigger when a formula's result changes. Learn how to create a Zap that triggers for a field update.

Composing formulas

A formula consists of one or more functions that use table fields and other values to complete a calculation. You can create it using the Insert Fields and Insert Functions tabs that appear below the Formula text field.

Using functions

Each function within a formula requires arguments (pieces of information) to complete the calculation, and the number of arguments required depends on which function you're using. Formula fields can only be created with a valid formula.

Arguments can be a field from your table, a numerical value, or a string (text) that you type directly into the formula. When using a string, you must surround it with double quotation marks, e.g. to check if a field contains the country France, use "France" in your formula.

Simple formula Nested formula

Simple formula

You can create a formula that calculates the total order amount by multiplying the quantity of products ordered by the price of each unit:

MUL(QUANTITYODERED,PRICEEACH)

In this example, the fields are QUANTITYORDERED AND PRICEEACH. The function for multiplication is MUL(). 

Nested formula

When you nest a function, you add one function within another. This allows you to use the result of a function as an argument for a different function. For example, you want to send orders from the United States for motorcycles to a specific post-sale team through a Zap. To do so, you'll nest two functions. 

IF(ALL(COUNTRY = "USA", PRODUCTLINE = "Motorcycles"), "Send to US Chopper post-sale team","Send to General post-sale team")

In this example, the fields are COUNTRY and PRODUCTLINE.

This is what each function does:

• ALL() function: checks that all conditions provide a TRUE value, meaning that the record meets all criteria - the right country and the right product.
• IF() function: Decides which value to display: if the record matches the country and product, it displays “Send to the US Chopper post-sale team". If it does not match, it displays “Send to General post-sale Team".

Fix errors in formulas

When you enter your formula, if there are any issues, an error message will appear below the Formula field. You can use the Fix my formula button to get help from the AI in fixing it. It will suggest a solution based on what it believes you may be trying to accomplish.

Limitations

• Field names must be selected from the Insert Fields list to be used in a formula.
• Strings must be enclosed in double quotation marks (" ").
• If your formula is invalid, you cannot save the field. Learn how to troubleshoot invalid formulas.

Provide feedback and get help

Submit a feature request, provide feedback on existing features, or get help from the Zapier Tables team. You can also discuss Tables with other users on Zapier's Early Access Program Slack.