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Best answer

How do I send a specific Salesforce record type to Slack in my Zap?

  • 12 December 2023
  • 4 replies
  • 27 views
T

Is there a way to select only a specific record type to be sent to Slack? 

icon

Best answer by Troy Tessalone 12 December 2023, 23:22

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.

4 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @TestingZapsOW 

Good question.

Which Zap steps are you trying to use?

https://zapier.com/apps/salesforce/integrations#triggers-and-actions

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

@Troy Tessalone  hi! I use new record, but there isn’t a way to specify a specific record type 

Troy Tessalone
Userlevel 7
Badge +14

@TestingZapsOW 

The required field in the Zap trigger is to specify the Salesforce Object. (e.g. Contact, Account, Opportunity, etc.)

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Troy Tessalone
Userlevel 7
Badge +14

@TestingZapsOW 

If you need added filtering, then use a Filter as step 2: https://zapier.com/apps/filter/help

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