Hi All,
I’m trying to use Zapier to act when a new record is created on a custom object when it has a specific value in a field. I’m trying to use “Updated Field on Record in Salesforce”. It sees the object and the field I want to filter by and the test runs fine.
In real life it does not fire however. I suspect it is because the record is NEW and that the field in not CHANGED as a result.
So what I want is --- when a new record on an Event object is created with a “Type” field set to “Lunch&Learn”, I want the Zap to act. But not when a new Event record is created with the “Type” field set to “PDCC”.
If, in Salesforce, I just change an existing Event record’s Type field from “Lunch&Learn” to something else and then back, Zapier will fire. I think I could write a Salesforce flow to read a new record, change the field value and then change it back, but it’s pretty ugly.
Thoughts?
Thanks,
Bradley