Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Hello, 

We would like to create a Zap where the trigger is based on the outcome of the completed workflow step in Wealthbox.

So let’s say the workflow is called Initial Call. The first step is: Is the prospect a good fit? In Wealthbox we have the step set up with outcomes so when the step is completed we can select Yes or No. We would like the Zap to only continue if the answer is Yes. 

Is this a possible scenario?

Hi ​@MRyan 

Try these Zap steps:

  1. Trigger: Wealthbox - Workflow Step Completed
  2. Action: Filter
    1. Help: https://zapier.com/apps/filter/help

 

 

Hi ​@MRyan 

Try these Zap steps:

  1. Trigger: Wealthbox - Workflow Step Completed
  2. Action: Filter
    1. Help: https://zapier.com/apps/filter/help

 

 

Unfortunately, the filter option isn’t filtering for individual outcomes. Both outcomes allow the Zap to continue. 

​@MRyan 

For us to have more info, post screenshots showing how your Zap steps are outlined and configured in EDIT mode with the field mappings visible.

Terms & Conditions