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

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

  • 1 December 2023
  • 3 replies
  • 44 views
E

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

 

icon

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

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

3 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @egardner 

Try adding a Looping step to iterate thru each returned Salesforce record: https://zapier.com/apps/looping/help

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

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

Troy Tessalone
Userlevel 7
Badge +14

@egardner

After the Salesforce step and before the Filter step.

 

Also, make sure to review the Filter help articles for using date/time conditions: https://zapier.com/apps/filter/help

 

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