Overview
Loop through the results of a Company Search or People Search and take actions on the results with Zapier.
Note: For companies you will be creating a Company Search / Company List. For people you will be creating a People Search / People List. The instructions below will show screenshots of the company version, but the necessary URLs & queries for people will be included as well.
Setup
First, create a search in the Harmonic console and save it to your account. Click the Share button in the top righthand corner to make the search accessible via the API. You will need the search ID later (which can be found in the URL).
Optionally, if you would like to ensure that you only see net-new results and don't encounter the same entity multiple times, you can create an exclusion list. To do this, create a Company List (or People List) in the Harmonic console and share it. Open the search that you created in the previous step and navigate to the General tab. At the bottom, click on "Exclude Lists" and select the list you've just created. Save the search by clicking "See Results" and now any company added to that list will be excluded from future runs.
Zap structure
Steps
Step 1: Create a Trigger step for Every Day in Schedule by Zapier.
Step 1a: Within that step, open Trigger and customize the schedule for this process to run. Daily or Weekly are the most common choices.
Step 2: Create an Action step for POST in Webhooks by Zapier.
Step 2a: Within that step, open Action and insert the GraphQL query with the settings seen below. Replace the Search ID from the variables section and the API Key. Make sure the search is Shared within the console so that the API can access the data.
URL:
https://api.harmonic.ai/graphql
Company Version:
query ($getCompaniesInSavedSearchesByIdOrUrnId: String!) {
getCompaniesInSavedSearchesByIdOrUrn(
idOrUrn: $getCompaniesInSavedSearchesByIdOrUrnId
) {
id
}
}{"getCompaniesInSavedSearchesByIdOrUrnId": "urn:harmonic:saved_search:REPLACE"}
People Version:
query GetPeopleSavedSearch($idOrUrn: String!) {
getPeopleInSavedSearchesByIdOrUrn(idOrUrn: $idOrUrn) {
id
}
}{"idOrUrn": "urn:harmonic:saved_search:REPLACE"}
Get your key on the API Usage Dashboard or create a new API key just for Zapier on the Manage API Keys page.
Step 3: Create an Action step for Create Loop From Line Items in Looping by Zapier.
Step 3a: Within that step, open Action and map the IDs from the previous step. Set a maximum number of loops to cap the number of companies this Zap workflow will process on a given run (the Harmonic has a limit of 50 results per page).
Step 4: Create an Action step for GET in Webhooks by Zapier.
Step 4a: Within that step, open Action and update the URL and Headers.
Companies URL:
https://api.harmonic.ai/companies/REPLACE
(Add a reference to the ID value from step 3)
People URL:
https://api.harmonic.ai/persons/REPLACE
(Add a reference to the ID value from step 3)
Step 5 (Optional): Create an Action step for Custom Request in Webhooks by Zapier.
Step 5a (Optional): Within that step, open Action and map the following fields to add each entity from the loop into your exclusion list.
Company URL:
https://api.harmonic.ai/watchlists/companies/REPLACE:addCompanies
(Replace with the list ID. Make sure the list is set to Shared.)
People URL:
https://api.harmonic.ai/watchlists/people/REPLACE:addPeople
(Replace with the list ID. Make sure the list is set to Shared.)
Data:
{
"urns": ["REPLACE"]
}Map this to the URN value from the previous loop step.
Replace your API Key.
Step 6+: From here you can add any further steps you would like, including pushing data into a CRM or passing data to ChatGPT.