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Best answer

How do I create a conditional Zap?

  • 4 November 2022
  • 7 replies
  • 96 views
G
Userlevel 1

I’ve connected Hotjar to Salesforce so we can follow up on survey responses.  However, I ONLY want a Salesforce case to be created if someone answers No to a question in the survey but I don’t see any way to set a conditional Zap.  Has anyone does this before?

 

Thanks!

icon

Best answer by Paolo 4 November 2022, 01:49

View original
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

7 replies

D

Thank you

Troy Tessalone
Userlevel 7
Badge +14

@dataguyin 

Filters require a Zapier paid plan.

Paths require a Zapier paid plan (Professional +).

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
D

Hi @Giselle 

Good question.

Try adding a Filter step to your Zap: https://zapier.com/apps/filter/help

On Professional+ plans, you can add Paths: https://zapier.com/help/create/customize/add-branching-logic-to-zaps-with-paths

@Troy Tessalone 

Can Paths be used under Starter Plan?

If No, what are other options to use conditions with zapier?

Thank you

D

I’ve connected Hotjar to Salesforce so we can follow up on survey responses.  However, I ONLY want a Salesforce case to be created if someone answers No to a question in the survey but I don’t see any way to set a conditional Zap.  Has anyone does this before?

 

Thanks!

Can Filters be used under Free Plan?

G
Userlevel 1

Thank you both!  #newbie

Paolo
Userlevel 3
Badge +5

Hi @Giselle, hope you’re doing well!

 

You can add conditions to a Zap by adding filters. You can learn more about that here: https://help.zapier.com/hc/en-us/articles/8496276332557-Add-conditions-to-Zaps-with-filters

 

Hope that helps 😀

Troy Tessalone
Userlevel 7
Badge +14

Hi @Giselle 

Good question.

Try adding a Filter step to your Zap: https://zapier.com/apps/filter/help

On Professional+ plans, you can add Paths: https://zapier.com/help/create/customize/add-branching-logic-to-zaps-with-paths

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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