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Best answer

How do I trigger an action based on Salesforce Record Type

M
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?

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Best answer by robschmidt 19 May 2022, 12:02

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This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

robschmidt
Userlevel 7
Badge +9

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

Outliant.com | Zapier Expert
M
Userlevel 1

Thanks @robschmidt! This worked perfect! 

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