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  • How to integrate Salesforce case status updates with Smartsheet rows by case number?

I would like to do a Salesforce to Smartsheet integration in Zapier. When a Case’s Status field updates in Salesforce (to any value), it would update an existing row in a Smartsheet, matching by the Case Number. 

I have been able to do the Salesforce find record by query, but I’m stuck on the Smartsheet piece for testing. I figured I need the “Find Sheet Row” action for this.

 

What should I put in the Query? Ideally it would be Case Number (Smartsheet column name) = CaseNumber (field label in Salesforce). But when I do the Test Step for that, this is the error I get. 

 

I’m brand new to Zapier, so I’m really at a loss as to why I’m not getting any rows. I verified in Salesforce, and the Case Numbers in the Smartsheet do exist in Salesforce.

This is what I have so far as we’d like it to only run once every 24 hours.

 

 

Hi @pfiedler 

If you are trying to find more than 1 record in Step 2, then you need to use a different Zap action: Salesforce - Find Record(s)

You would then need to add a Looping step to iterate thru each: https://zapier.com/apps/looping/help

 

The Smartsheet Zap app integration (IMO) has always been a bit wonky/limited.

Smartsheet API endpoint related to querying a sheet: https://smartsheet.redoc.ly/tag/search#operation/list-search

You may have to try working with the Smartsheet Support for help with how to use their query API endpoint.

 

Hi @pfiedler, welcome to the Community! 🎉

I just came across your post here and wanted to check how things are progressing. Did adding those Find Record(s) and Looping actions as Troy suggested help to get multiple Salesforce records found and updated? And did you manage to get the Find sheet Row action correctly locating the relevant row by adjusting the value in the Query field to match the text it that you want it to look for in Smartsheet? 

We’re happy to assist further if you’re still stuck at all - just let us know! 🙂

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