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How do I trigger an action based on Salesforce Record Type

  • 19 May 2022
  • 2 replies
  • 358 views

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?

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: zapier.com/apps/filter/help


Thanks @robschmidt! This worked perfect!