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Creating Zap to save the attachment in Microsoft Outlook to Track Via view

  • August 25, 2021
  • 1 reply
  • 46 views

Hi All,

How to create a Zap to save a attachment from Outlook mail to a view in Track Via? Also it shoudl go to a existing record in Track Via and not create a new record.

Thanks!

Bhawana Pandey

Best answer by Troy Tessalone

Hi @Bhawana Pandey 

The TrackVia Zap app integration unfortunately doesn’t have a Find Record action or an Update Record action.

 

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1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • Answer
  • August 25, 2021

Hi @Bhawana Pandey 

The TrackVia Zap app integration unfortunately doesn’t have a Find Record action or an Update Record action.