Zapier

[DAndrione]

Good morning guys

Is there a way to create a zapier which a deal moved to opportunity trigger?
A trigger on deal status change exist but not a trigger on the specific stage if changed.
Any help?

[Kevin-C]

Hey @DAndrione 

I would suggest using the branching logic via Paths.

Your logic might look like:

1) Trigger on deal stage change

2) (branch) if dealstage equals "X" do "Y"

3) (branch/default) else do "Z" etc

@Jnix284 's suggestion would also be a great solution and remove the need for zapier (in most cases) if your portal has them.

With distributed systems using iPaas tools like Zapier are extremely common as you know, but if you do not need to use multiple systems DON'T. K.I.S.S if you will.

Finally some unsolicited perspective: in my experience zapier can be unreliable and turn off without warning. I tend to avoid IPaas tools unless absolutely necessary!

[Jnix284]

@Kevin-C thanks for sharing the Zap solution - I'm very anti-zap for reasons you've described, it shuts off at will and often can't do what it says can be done.

[Kevin-C · Accepted solution]

@DAndrione @Jnix284 and anyone finding this at a later date:
A useful tip, most iPaaS solutions are nothing more than a UI on top of AWS features like step function or even a simple Heroku app (sounds so simple doesn't it lol). When an error is thrown and not handled it will almost inevitably crash it's container because there just aren't instructions for the program to move from an error back to BAU.

Zapier introduced the Zap Error handling beta ealier this year and in theory this is how we would handle errors thrown within a zap and prevent crashes. This sounds positive but it's been 12 years since zapier launched and we're just getting this beta so I'm not holding my breath lol.

[Jnix284]

Thanks for the additional insight @Kevin-C, I'm not very hopeful on the beta... 

[Jnix284]

Hi @DAndrione can you share more about what you want to happen when the specific stage is triggered? It sounds like using a workflow would satisfy the trigger need without having to use Zapier.