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Question

How to setup a Zap to find and update existing recurring donations in Salesforce via Donorbox?

  • February 26, 2024
  • 3 replies
  • 57 views
J

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

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

3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • February 26, 2024

Hi @John G 

For us to have more context, post screenshots with how your steps are outlined and configured.

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
J
  • John GBeginner
  • Author
  • Beginner
  • February 26, 2024
Troy, Here’s where i’ve got to, it’s which fields in the ‘Action’ on the right hand side to map against donorbox to find existing recurring donations and then to add the donation or create a new record if none are found Thanks, John

 

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • February 26, 2024

@John G 

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.

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
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