Currently I am looking for a way to get Data out of Salesforce in another App (JobRouter - digitazation platform).
For example: I need the Account information (street, city, etc.) from BMW when I am creating a new contract in JobRouter. How can I collect the Data out of Salesforce? I only can choose trigger events..
Can anyone give me a hint? Is this possible in Zapier?
Thanks in advance!
Best answer by steph.n
I think you’re looking for the Search actions (Find Record) that we have that will let you look up information like the account information such as address. Hope this helps!