I'm looking for ideas on how to better design a workflow...
In this example I have 3 apps:
- Accounts (these are businesses that are clients or prospects). Accounts has a relationship field to the Contacts app.
- Contacts (holds info such as email, phone, first name, last name) *note that this is my own app and not the Contacts built into Podio.
- Email Lists (used to create customized/filtered lists of contact emails)
The Email Lists app has fields used to describe the accounts to be included in an email list. For example, a field called Account Type which could be either All, Clients, or Prospects. If I need to create an email list of current Clients, I'll fill out a form which triggers a webhook event to create an Email List item and populate the fields (e.g. Account Type=Client) with the info submitted in the form. The Email List app also has a blank multiline text field that the next triggered flow will populate with the final email list (that I will then copy/paste into a MailChimp import - as I learn more I'd love to make this part automated but I'm not there yet).
I then have a flow that is triggered when the Email List item is created. It will Get Items from Podio View on a view corresponding to the data in the fields of the Email List (e.g. it will get items from the Podio view "Clients" in the Accounts app).
What I would like to do next is get the Contacts that are referenced from each account and add their email address, first name, and last name to a string variable (that is building into a list of emails and names that I will later write to a text box in the Email List item). However, I am unable to follow references from the Accounts I collected when doing Get Items from a Podio View.
So, instead, I have created a relationship field in the Email List app called Accounts and added each account (from the Get Items from a Podio View results) to that field. Then I Get Referenced Items on that relationship field and then follow the reference to each Account and continue to the Contacts. I then add the contact info to my string variable.
While this works, it seems to be expensive and it is very slow (e.g. took an hour) when I have lots of Accounts (I also have to work around the limit of 250 items per relationship field). The root of the problem seems to be that I can't continue a reference forward when doing a Get Items from a Podio View. I have the same problem when Searching for items as well.
Does anyone know of a better, faster way to approach this?
Thank you in advance for your ideas.
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