当商机不是新商机时，Zapier 如何为关闭的赢得 Salesforce 商机创建 Trello 卡片？
How can Zapier create Trello Cards for Closed Won Salesforce Opportunities when the Opportunity is not new?
也许这对于 Zapier 中可用的 Salesforce 操作是不可能的，但我想我会问。
您可以监控新商机，但我只想为已关闭并赢得的商机创建卡片。因此，如果在星期一创建了一个新商机，而在星期五它是已结束并赢得客户，Zapier 将永远不会在更新时收到通知。
似乎是一个非常常见的用例，我想有人已经解决了这个问题。
谢谢！
我把这个交给了 Zapier 支持，他们说....
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!
这对 Zapier 帮助我使用 Salesforce 非常有效！
也许这对于 Zapier 中可用的 Salesforce 操作是不可能的，但我想我会问。
您可以监控新商机，但我只想为已关闭并赢得的商机创建卡片。因此，如果在星期一创建了一个新商机，而在星期五它是已结束并赢得客户，Zapier 将永远不会在更新时收到通知。
似乎是一个非常常见的用例，我想有人已经解决了这个问题。
谢谢！
我把这个交给了 Zapier 支持，他们说....
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!
这对 Zapier 帮助我使用 Salesforce 非常有效！