I am trying to build a zapier where if a Salesforce Opportunity is created it takes the Opportunity ID and posts it in a Google Spreadsheet. I have built out the zap, but I want the zap to only be triggered on a certain Opportunity Record Type. How can I do this?
How do I trigger an action based on Salesforce Record Type
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Userlevel 7
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- Certified Zapier Expert
- 617 replies
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19 May 2022
- Answer
Hi
Zapier has a filter action, you can use the filter action to restrict which records should go through and which shouldn’t.
Here’s more info on this: zapier.com/apps/filter/help
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