1.Monitors updated project rows
Integrate MySQL and database change tracking to detect updated rows and start the workflow for credit application date updates.
Update project credit application date on project records
Automatically monitor project submission row updates across MySQL and Salesforce. Create and update credit application dates when submission rows update, project identifiers change, or submission timestamps changeβso you can keep milestones current, reduce manual cleanup, and avoid stale CRM dates without manual reporting.
How this automation keeps milestone dates current
When project submission updates in MySQL are not reflected in CRM, milestone dates drift and create follow-up errors. This automation retrieves the MAX submission date, filters for valid dates, and updates Salesforce project credit application datesβso your team keeps milestones aligned.
MySQLor swap with your favorite app
2.Fetches MAX submission date
Integrate MySQL and reporting tools to run a custom query and return the MAX submission date for each project.
3.Stops when date is invalid
Integrate Filter by Zapier and validation rules to continue only when the query returns a valid date.
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4.Finds matching Salesforce project
Integrate Salesforce and CRM lookup tools to find the project record by project identifier and prepare the update.
Salesforceor swap with your favorite app
5.Updates credit application date
Integrate Salesforce and CRM record updates to set the credit application date and clear report-submitted when empty.
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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