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Question

How do I trigger a Zap when a date field in Salesforce is in the past?

  • 29 February 2024
  • 6 replies
  • 27 views

Can you trigger a zap once a date field in Salesforce is in the past?

Hi @cbh 

You may have to explore using Salesforce Automations to trigger a Zap.


Hey @Troy Tessalone, can you explain more? Does that mean I’ll need to create something in Salesforce initially? 


@cbh 

Yes the automation may need to be created in Salesforce to trigger when a Date field has passed.

If you want to use an existing Salesforce Zap trigger, then the Salesforce automation would need to be configured to do that event. (e.g. change a field)


@Troy Tessalone understood, do you happen to know of any documentation around this process from the Salesforce side or have experience with it?


@cbh

GSearch results about Salesforce Automation:

https://www.google.com/search?q=salesforce+rules
https://www.google.com/search?q=salesforce+automation


Appreciate the help! @Troy Tessalone