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Hi,

 

I’m seeking help on how to create a zap that allows for when a new transaction comes in from Givebutter, it creates an opportunity in Salesforce. The zap flow goes from Create Transaction > Find Record > Create Opportunity Record. 

The zap goes through properly when I do a test run but when I make it active, it doesn’t assign a contact to the opportunity record and the name is blank. Is there anything I can do to resolve this issue? I’m currently using NPSP for Salesforce.

 

 

Hi ​@kdunn89 

Check your Zap Run history for activity and errors: https://zapier.com/app/history/

 

For us to have more info, post screenshots showing:

  • how your Zap steps are configured in the CONFIGURE tab while in EDIT mode so we can see the field mappings and field types
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