Hello all, been wondering if there is a way to pull reports into an excel file through Zapier. We are trying to pull a couple of reports from 2 different orgs into one excel. I know Zapier usually only pulls in 1 record at a time, is there anyway to do more? Or a way to get our use case up and running?
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+14- Zapier Orchestrator & Solution Partner
- 34008 replies
Hi
Some will depend on your actual defined requirements.
You may want to consider working with a Certified Zapier Expert: https://zapier.com/experts
Review the available Zap app triggers/actions and help links:
- Excel
- Salesforce
There are some actions that support handling multiple records. (look for “line items in the app trigger/actions event description”)
- API Request
- Find Records
- Add Rows
+11- Community Manager
- 9662 replies
Hi there,
Just wanted to check how you’re getting on. Were you able to find an alternative action that allowed you to pull more than one record? Or did you work with a Solutions Partner (expert) to get things solved?
Keep us posted on your progress—keen to make sure you’re all set! 🙂
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