How can I go about triggering an event in salesforce when the date and time for an event object becomes due?
This one’s a bit of a sticky wicket. Normally, you’d use Schedule by Zapier to trigger on something time-based. That won’t work in this instance. Nor would an updated record in Salesforce, since the field would just exist, not be updated.
What would work is to use a two-step process, involving Airtable.
Trigger = New Event in Salesforce
Action = Create Record in Airtable
In Airtable, you can automate the record shooting to a new view when the date is today. Another zap would then be:
Trigger = New Record in View
Action = Create Record in Salesforce
That should work, depending on what you want the final action to be. It’s a relatively simple setup – holler if you want our team to take a crack at it.
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