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Best answer

Salesforce Opportunity Creation with certain Type Slack Message

  • July 30, 2020
  • 1 reply
  • 59 views
N

Hello,

 

I am needing to send a message in a certain Slack channel when an Opportunity is created in our Salesforce instance with the Opportunity Type = Cancellation.

 

I had it set up to send when the Opportunity Type was Updated to Cancellation, and that was working, but it stopped working correctly. 

 

Would it be possible to have two Zaps going into the same channel?

 

  1. When a new Opportunity is created in Salesforce with Opportunity Type = Cancellation
  2. When an existing Opportunity is updated with the Opportunity Type = Cancellation

If so, how would I set those up? I am new to Zapier; I inherited the Salesforce pieces, and am trying to learn! Thanks!

Best answer by andywingrave

Hey! Yep - That’ll be possible. It requires two zaps though...

For number 1. Use “New record” then filter by “Opp type = “cancellation”

For number 2. Use “updated field on record and filter by the same

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

    1 reply

    andywingrave
    Forum|alt.badge.img+9
    • andywingraveZapier Solution Partner
    • Zapier Solution Partner
    • Answer
    • July 31, 2020

    Hey! Yep - That’ll be possible. It requires two zaps though...

    For number 1. Use “New record” then filter by “Opp type = “cancellation”

    For number 2. Use “updated field on record and filter by the same

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