Hello Community! I am new to Saleforce API, not new to APIs or Zapier. I have a Saleforce trigger configured correctly I believe - that is, when a Lead object’s status is updated to my base “Converted” value - and I can see sample data. However, when I turn on the Zap and send a live deme/test by changing a lead’s status to my converted value, nothing happens in the Zap history.It DOES again show up in test data, however.Anyone have any ideas what might be going on? Thanks! Should only trigger when Object “Lead” field for “Status” changes to “New Patient”Turned on Zap and tested with a record, changing status to “New Patient”Trigger works according to test dataHowever, task history shows the Zap not running at all.Interestingly, when I change the lead status back to default “New”, the trigger works with test data. Sooo….Why is Zapier accepting the trigger outside the conditions I specified (that is, Object “Lead” record field “Status” changes to exactly match “New Patient”)? When the Zap is live, why would the trigger receive test data but NOT show task history, i.e. the Zap doesn’t run?Looks like my restrictions to trigger only on Status field set to “New Patient” isn’t working!

UPDATED: Interestingly, when I change the lead status back to default “New”, the trigger works with test data.Sooo….Why is Zapier accepting the trigger outside the conditions I specified(that is, Object “Lead” record field “Status” changes to exactly match “New Patient”)?When the Zap is live, why would the trigger receive test data but NOT show task history, i.e. the Zap doesn’t run?Despite my set up conditions, status “New” triggers test data, too. Weird.

Question

Salesforce Trigger: Lead Object Type on Conversion not triggering

3 years ago
13 October 2020
2 replies
421 views

T

tommycopeland
Beginner
3 replies

Hello Community! I am new to Saleforce API, not new to APIs or Zapier. I have a Saleforce trigger configured correctly I believe - that is, when a Lead object’s status is updated to my base “Converted” value - and I can see sample data. However, when I turn on the Zap and send a live deme/test by changing a lead’s status to my converted value, nothing happens in the Zap history.

It DOES again show up in test data, however.

Anyone have any ideas what might be going on? Thanks!

Should only trigger when Object “Lead” field for “Status” changes to “New Patient”

Turned on Zap and tested with a record, changing status to “New Patient”

However, task history shows the Zap not running at all.

Interestingly, when I change the lead status back to default “New”, the trigger works with test data.

Sooo….

Why is Zapier accepting the trigger outside the conditions I specified (that is, Object “Lead” record field “Status” changes to exactly match “New Patient”)?
When the Zap is live, why would the trigger receive test data but NOT show task history, i.e. the Zap doesn’t run?

Looks like my restrictions to trigger only on Status field set to “New Patient” isn’t working!

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

2 replies

T

tommycopeland
Author
Beginner
3 replies
3 years ago
13 October 2020

UPDATED: Interestingly, when I change the lead status back to default “New”, the trigger works with test data.

Sooo….

Why is Zapier accepting the trigger outside the conditions I specified (that is, Object “Lead” record field “Status” changes to exactly match “New Patient”)?
When the Zap is live, why would the trigger receive test data but NOT show task history, i.e. the Zap doesn’t run?