Hey,
I am trying to recreate these steps with Paypal and Salesforce. But the update record step is not working…
Hey,
I am trying to recreate these steps with Paypal and Salesforce. But the update record step is not working…
Hi
Could you share some more details of what’s not working? Is the step not recognizing when it needs to update something? Are you getting an error? If you can share some more details and a screenshot of how your update step is set up, that would be super helpful, thanks!
P.S. Don’t forget to obscure any personal/private information if you share a screenshot!
This is what I am trying to achieve - when Paypal gets a donation it looks at Salesforce to see if that client exists: 1) if he doesn't then create him 2) if he does exist only update/add another amount to his already existing name.
My problem is that when I run my zap if my record already exist when it updates it it also removes the previous donation I would like it to add a new donation to the same name that already exist
Hi
Best to provide screenshots with how each of your Zap steps is configured in order for us to have proper context, thanks.
I attached the screenshoot
Still a bit difficult to understand your Zap steps.
Zap Steps
This Zap step logic would always update an existing found record.
Seems like you may want to try this Zap step logic…
Zap Steps
The trigger is from Paypal
Seems like you may want to try this Zap step logic…
Zap Steps
- Trigger: PayPal - Successful Sale
- Action: Salesforce - Find/Create Record (Account or Contact)
- Action: Salesforce - Create Record (Opportunity - Donation)
Thanks I’ll try that
Still not doing what I want it to do I need it do not its just keeps on creating duplicate opportunities.
This is what I am trying to achieve - when Paypal gets a donation it looks at Salesforce to see if that client exists: 1) if he doesn't then create him 2) if he does exist only update/add another amount to his already existing name.
If you want to update an existing amount, then you first need to find the existing Salesforce record (or create if it does not exists), then use a Formatter > Numbers > Perform Math Operation to add to the existing value, and lastly update the Salesforce Record.
Thanks I’ll try it
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