Zap pollling action that triggers just once
I’ve created a zap that triggers when a case is polled and a field is set to Yes. I’m wondering if there is a setting that would trigger this zap only one time.
The use case is this.
I have a Yes/No field for ACCEPTED which is a specific request applied to cases. When a case is first set to ACCPETED = Yes we want this email to go out. That works fine as is.
Later, if a user edits the case, the ACCEPTED value remains Yes and another email goes out. Can we suppress the 2nd and further messages from triggering?
I am using:
Trigger (this is the Maximizer toolset)
1. Polling Case Entry in Maximizer CRM
Set up trigger
Criteria: New/Updated Cases
Select UDFs to include:
ACCEPTED
(Would like an opion in the above trigger to suppress after first trigger happens for this case.)
Action (this is a Zapier toolset)
2. Only continue if...
Filter by Zapier
Only continue if...:
1. ACCEPTED (Text) Exactly Matches 2
There is no option in the Zapier filter to run it once.
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Jeff Brown commented
The only way I have been able to solve this issue is by adding a UDF field that the zap I writes a value to such as "Done" and then I use that in my polling condition as well. The only issue is that it requires extra steps in the zap.
As I write this though, you may want to experiment with comparing the creation date with the last modified dated and perhaps use that to eliminate repeat runs. It could also be done with a Formula UDF that compares the two fields and returns a value that can be used in determining whether the zap should run.