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Updating Record in Salesforce with webhook trigger - is Find Record first required?

  • 17 June 2021
  • 1 reply

I’m really having trouble setting up webhooks with zapier, with salesforce.


My question is, do I need to ‘update record’ or do I need to ‘fin record’ then ‘update record’.


Hope someone can help.  Many thanks.


Best answer by robschmidt 17 June 2021, 13:24

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Hi @Brady.


If you receive the record ID from webhook then you don’t have to use find record, you can just use update record and append the ID in the record ID field.


When the webhook only provides an email address or information other than a record ID, you will have to get the record ID by using Find Record and appending the email in the find record search field.