About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.
Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.
Have a question? Let's get you an answer!
Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.
All of our best learning resources can be found here.
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.
Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.
Check out what is new and upcoming with Zapier with our regular product updates.
Early Access Program
Want to join Early Access? Learn more here.
I am trying to add an account record to a zap. For some reason when I search for the account, it does not appear as an option. I’ve even copied/paste the record ID.
Perhaps the Company record is different from an Account record.
Hi Troy! Unfortunately it’s not. Referring Company is just the label for the field on the object, the field is an account lookup field.
In fact, other accounts show up for selection so I’m not sure why the particular one I need, does not =(
What error do you get when trying to use the Account Record ID via the ‘Custom’ option? (screenshot)
There may be some settings configured in Salesforce which limit which Accounts can be set as a Referring Company.
Zapier returns “no options available”. There are not settings configured that would limit which accounts are set as the referring company =/
There is no error
So it’s successful using the Account ID via the ‘Custom’ option?
If you can provide screenshots of the DATA OUT from testing that step it will be helpful for us to have context.
Already have an account? Login
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.