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  • How to setup a Zap to find and update existing recurring donations in Salesforce via Donorbox?
Question

How to setup a Zap to find and update existing recurring donations in Salesforce via Donorbox?

J

I’ve managed to set up one off donations in donorbox pushed by zapier to salesforce. Can anyone help me with setting up the ‘search for a record’ to find exisiting recurring donations, and update them as instructed by a zap

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3 replies

Troy Tessalone
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Hi @John G 

For us to have more context, post screenshots with how your steps are outlined and configured.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
J
  • John GBeginner
  • Author
  • Beginner
  • 1 reply
  • February 26, 2024
Troy, Here’s where i’ve got to, it’s which fields in the ‘Action’ on the right hand side to map against donorbox to find existing recurring donations and then to add the donation or create a new record if none are found Thanks, John

 

Troy Tessalone
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@John G 

Help article about how to configure Zap action steps:

https://zapier.com/help/create/basics/set-up-your-zap-action

 

Looks like you are trying to search by Postcode.

 

You would need to map a dynamic variable from Step 1 for the Search Value field.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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