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

  • 25 August 2021
  • 1 reply

Userlevel 1

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.


Bhawana Pandey


Best answer by Troy Tessalone 25 August 2021, 16:24

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Userlevel 7
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Hi @Bhawana Pandey 

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