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How do I trigger an action based on Salesforce Record Type

Userlevel 1

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?


Best answer by robschmidt 19 May 2022, 12:02

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Hi @mrahim 

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:

Userlevel 1

Thanks @robschmidt! This worked perfect!