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Zapier:RingCentral Trigger + Search Salesforce for similar phone # + if/no then

[英]Zapier: RingCentral Trigger + Search Salesforce for similar phone # + if/no then

Ok, here is what I'm trying to do.好的,这就是我想要做的。 When we receive a new RingCentral Voicemail, I want Zap to search Salesforce to see if the From phone number exists in a lead or contact.当我们收到新的 RingCentral 语音邮件时,我希望 Zap 搜索 Salesforce 以查看潜在客户或联系人中是否存在发件人电话号码。 If it doesn't, I then want RingCentral to send a text message to the phone number that left a voicemail.如果没有,我希望 RingCentral 向留下语音邮件的电话号码发送一条短信。 Any ideas on how to go about this?关于如何解决这个问题的任何想法?

I have RingCentral Voicemail as the trigger.我有 RingCentral 语音邮件作为触发器。 I can then set up Salesforce to search specific fields to see if this number exists.然后,我可以设置 Salesforce 以搜索特定字段以查看此数字是否存在。 But, there aren't any options to continue if the phone number doesn't exist.但是,如果电话号码不存在,则没有任何选项可以继续。

David here, from the Zapier Platform team.大卫在这里,来自 Zapier 平台团队。

That's (mostly) not possible at this time, but that's a great feature request!目前这(大部分)是不可能的,但这是一个很棒的功能请求! The best way to get this heard is writing into our support at contact@zapier.com and letting them know.让我们听到的最好方法是通过contact@zapier.com写信给我们的支持并让他们知道。 They'll be able to collect info from you and let you know if that gets released.他们将能够从您那里收集信息,并让您知道这些信息是否被发布。


I say mostly above because it's not possible on an actual "search" step.我主要在上面说,因为在实际的“搜索”步骤中是不可能的。 You can write a custom app that behaves differently, but writing a custom app for Salesforce would be quite an undertaking.可以编写行为不同的自定义应用程序,但为 Salesforce 编写自定义应用程序将是一项艰巨的任务。 I don't personally recommend it.我个人不推荐它。

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