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Zap that finds multiple records in Salesforce

  • 3 July 2022
  • 2 replies
  • 51 views

Userlevel 1

I wanted to automate reminder emails for upcoming payments due. 
 

Set up a zap to search for record(s) (multiple) that match an upcoming date range  

 

then set up another record search to find opportunities related to those records  

 
followed by a gmail action to send an email 

 

when the zap ran I was hoping it would run the  gmail action for each record found but I received an error saying that it tried to query for all records found at the same time (in the Second get records action)  

 

am I approaching this the right way?

 

is it possible to have a zap that auto runs daily for all records that match the find record query?

 

 

 

 

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Best answer by robschmidt 4 July 2022, 04:15

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Userlevel 7
Badge +9

Hi @ABAR 

Here’s how you would set it up:

  1. Use schedule by zapier to run it daily/weekly
  2. Use Salesforce’s Find Record(s) action
  1. Use Loop by Zapier to process each record
  2. Use your opportunity action (search record)
  3. Use Gmail action

 

Let me know if it works for you.

Userlevel 7
Badge +9

@ABAR checking in to see if you were able to try Rob’s suggestion and were able to get things working here. Let us know!

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