Identifying the correct Salesforce Attachment for Opportunity Object to Upload to CompanyCam
Hi there,
I am looking to set up a Zap that is triggered when an Opportunity in Salesforce is moved to Closed Won stage. At that time, I want to identify the related Attachment with name like ‘%FINAL%’ and upload to CompanyCam as a photo. I’ve gotten steps 1 (trigger when stage is updated to closed won) and 3 (sending attachment to CompanyCam) worked out, but for step 2 (finding the record by query in Salesforce), I am having trouble with my WHERE clause. I am using Attachment Salesforce object, looking for Name LIKE ‘%FINAL%’ AND ParentId = ObjectId but it is giving me an error. Any help would be appreciated!
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Hi @RooferA
For us to have full context, please post screenshots with how your Zap steps are outlined and configured.
I’ve attached a Word doc with all of my steps and screenshots. Thank you for your help @Troy Tessalone
@Troy Tessalone thank you - that is very helpful. I do still have one issue. This is the Records Atrributes URL returned in step 2: /services/data/v55.0/sobjects/Attachment/00PQK000002kJRW2A2. It is not being recognized as a valid URL. Is there a prefix I am supposed to find from elsewhere?
@RooferA
Looks like the ID of the attachment is at the end of the path: 00PQK000002kJRW2A2
Try using that in a new Find Record step.
@Troy Tessalone Perfect - I used the Zapier File URL for the photo that I got in the output of the new Find Record step in my final step and it worked. While everything shows a success, when I check the record in CompanyCam, the photo is not there.
We need to see the link of the attachment that was sent to CompanyCam from Salesforce.
@Troy Tessalone I can’t provide the actual link as it contains confidential customer info but I am using the File link from Zapier. When I follow the Zapier link, the file does open, just as an FYI
@RooferA
One way to check if the link returned from Salesforce is usable, it to copy/paste it into a new/different private browser to see if it initiates a direct download.
Can you show how your CompanyCam Zap step is configured?
@Troy Tessalone - I used the File field from step 3 as the Image URL
@RooferA
You can try these options for help:
Reach out to CompanyCam Support for possible help troubleshooting
I tested with both a file link and a file url, both worked to upload images to CompanyCam.
@RooferA
Did you check this?
One way to check if the link returned from Salesforce is usable, it to copy/paste it into a new/different private browser to see if it initiates a direct download.
@Troy Tessalone yes. I pasted the File URL from step 3 into a new window and it downloaded the image. I just don’t know why it step 4 it says “Exists but not shown”
@RooferA
This is a file object which is a temp file (that expires) of the file from Salesforce.