How can I filter cases based on priority?

You can set up filters for case priority levels to add only high-priority cases.

Can I track case statuses.

Yes, you can specify case statuses, and DryMerge will include them in the tracker.

Which people use this automation? What do they use it for?

Support teams and case managers use this automation to keep track of new cases and ensure timely follow-ups.

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Coda + Salesforce

Add New Salesforce Cases to Coda Tracker

Streamline your case management by adding new Salesforce cases to a tracker in Coda. This ensures all case details are centralized and easy to monitor.

New Salesforce Case

Triggers when a new case is created in Salesforce.

Add to Coda Tracker

Adds the new case to your Coda tracker.

See more Coda to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Add Salesforce Tasks to Coda Task Tracker

Coda + Salesforce

Add Salesforce Events to Coda Calendar

Coda + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add new Salesforce cases to Coda tracker"

Add new Salesforce cases to Coda tracker

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Coda + Salesforce.

New Coda Doc

Triggers when a new Coda document is created

New Coda Row

Triggers when a new row is added to a Coda table

New Coda Table

Triggers when a new table is created in a Coda document

New Coda Column

Triggers when a new column is added to a Coda table

New Coda Section

Triggers when a new section is added to a Coda document

Updated Coda Row

Triggers when a row is updated in a Coda table

Create Coda Doc

Creates a new Coda document

Create Coda Row

Creates a new row in a Coda table

Update Coda Row

Updates an existing row in a Coda table

Delete Coda Row

Deletes a row from a Coda table

Create Coda Table

Creates a new table in a Coda document

Update Coda Table

Updates an existing table in a Coda document

App details

Coda

Coda is an all-in-one doc platform that combines documents, spreadsheets, and applications. Create flexible and powerful documents that grow with your team and adapt to your workflow.