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How do I trigger an action based on Salesforce Record Type


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 robschmidtBest answer by robschmidt

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

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2 replies

robschmidt
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  • Zapier Expert
  • 617 replies
  • Answer
  • May 19, 2022

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


  • Author
  • Beginner
  • 1 reply
  • May 26, 2022

Thanks @robschmidt! This worked perfect!