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Salesforce Opportunity Creation with certain Type Slack Message

  • 30 July 2020
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Userlevel 1

Hello,

 

I am needing to send a message in a certain Slack channel when an Opportunity is created in our Salesforce instance with the Opportunity Type = Cancellation.

 

I had it set up to send when the Opportunity Type was Updated to Cancellation, and that was working, but it stopped working correctly. 

 

Would it be possible to have two Zaps going into the same channel?

 

  1. When a new Opportunity is created in Salesforce with Opportunity Type = Cancellation
  2. When an existing Opportunity is updated with the Opportunity Type = Cancellation

If so, how would I set those up? I am new to Zapier; I inherited the Salesforce pieces, and am trying to learn! Thanks!

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Best answer by andywingrave 31 July 2020, 15:44

Hey! Yep - That’ll be possible. It requires two zaps though...

For number 1. Use “New record” then filter by “Opp type = “cancellation”

For number 2. Use “updated field on record and filter by the same

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Userlevel 7
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Hey! Yep - That’ll be possible. It requires two zaps though...

For number 1. Use “New record” then filter by “Opp type = “cancellation”

For number 2. Use “updated field on record and filter by the same