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How do I get Zapier to check Salesforce opportunities based on Close Date and Stage, then notify on Slack?

  • 1 December 2023
  • 3 replies

Hey all!


I feel as though this ask should be relatively simple, though I’m having trouble getting it to work just right.


Every morning...

I would like Zapier to scan all of my opportunities in SalesforceContinue if the Close Date is earlier than the current date AND the Opportunity Stage is NOT Closed Won/Closed Lost

Send Slack Message any Opportunity Owner who has a deal that meets this criteria…

(This part I’m confident I know how to do once I have the other steps sorted)

As you can see below it is returning many records that do NOT fit this criteria



Best answer by Troy Tessalone 1 December 2023, 16:51

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3 replies

Userlevel 7
Badge +14

Hi @egardner 

Try adding a Looping step to iterate thru each returned Salesforce record:

@Troy Tessalone Thanks! Between which of my steps would I put the loop?

Userlevel 7
Badge +14


After the Salesforce step and before the Filter step.


Also, make sure to review the Filter help articles for using date/time conditions: