I’ve managed to set up one off donations in donorbox pushed by zapier to salesforce. Can anyone help me with setting up the ‘search for a record’ to find exisiting recurring donations, and update them as instructed by a zap
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+14- Zapier Orchestrator & Solution Partner
Hi
For us to have more context, post screenshots with how your steps are outlined and configured.
- Beginner
+14- Zapier Orchestrator & Solution Partner
Help article about how to configure Zap action steps:
https://zapier.com/help/create/basics/set-up-your-zap-action
Looks like you are trying to search by Postcode.
You would need to map a dynamic variable from Step 1 for the Search Value field.
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