I am creating a Zap to push data between Jira and Salesforce. So far I have a zap working that is pushing a new Salesforce Record into Jira. But now I am trying to go in reverse (when Jira record is updated >update the salesforce record) but the same object in SalesForce (Case) that works with pushing to Jira… can’t be found when trying to build this new Zap?
We have another Zap setup that is pushing Jira information into a custom object. “Case” is a standard object. I am confused why this error would be coming up? Is the “Case” object really not supported?
We’re having trouble loading 'Record to Update' data
“Could not find new records of "Case" object: We're not able to use this object type. Please use the help link below to contact Zapier support for more information / assistance.”
Best answer by Danvers
I took a look at the actions for the Salesforce integration and you’re right that for the Update Record action, case isn’t an option. You can create a case but not update it, sorry about that!
We do have a feature request open for this and I’ve added you as an interested user. This lets the team know how many folks would like to see this addition and also means that we’ll send you an email when we have an update.
A quick aside: we generally recommend that you only pass information one way between apps, rather than trying to create a two-way sync (eg Jira updates Salesforce, Salesforce updates Jira). Often when you try to set up a two way sync, you can create a Zap loop. You can learn more about Zap loops and how to avoid them in this help guide: Zap is stuck in a loop