CODEWITHSUNDEEP
salesforcetrellozapier
Patrick
Patrick

Reputation: 2247

How can Zapier create Trello Cards for Closed Won Salesforce Opportunities when the Opportunity is not new?

Maybe this just isn't possible with the available Salesforce actions in Zapier, but I thought I'd ask.

You can monitor for a new opportunity, but I only want to create cards for opportunities which are closed won. So if a new opportunity is created on Monday and on Friday it is Closed Won, Zapier will never get notified when it is updated.

Seems like a very common use case, I figure someone has figured this out.

Thanks!

Upvotes: 1

Views: 367

Answers (1)

Patrick
Patrick

Reputation: 2247

I took this to Zapier Support and they said....

So the tricky thing here is the "New Opportunity" trigger will only happen when the Zap sees the record for the first time. Even if it's updated later, the Zap will not re-trigger on it.

We do have a way to trigger on updated Salesforce records, but it would require using their Workflow Rules and Outbound Messaging option. Then on the Zapier side, you'd use the Salesforce "New Outbound Message" trigger.

You basically set a workflow rule + outbound message in Salesforce. And so all your triggering conditions (like which object/field) are on the Salesforce side.

First you'd set up the Outbound Message, specifying the object and fields you want to send, and the Zap url: https://help.salesforce.com/HTViewHelpDoc?id=workflow_managing_outbound_messages.htm

Then you'd set up the Workflow Rule, specifying the conditions where the rule should trigger, and which actions to trigger (the outbound message action that you just made): https://help.salesforce.com/htviewhelpdoc?id=customize_wf.htm

The one caveat here is that workflow rules are only available on some editions of Salesforce. So you may have to check and see if your edition supports it.

Please let me know if you have any questions about that -- happy to help!

And that worked so yay Zapier for helping me with Salesforce!

Upvotes: 2

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