How can I filter specific types of opportunities?

DryMerge allows you to filter opportunities based on custom fields or status. Specify your criteria, and DryMerge will handle the rest.

Can I also track just high-value opportunities?

Yes, you can filter opportunities by their value or other criteria. Simply describe your preferences, and DryMerge will configure the automation accordingly.

Who uses this automation?

Sales managers and business development teams use this to track potential deals and organize them efficiently.

Evernote + Salesforce

Add Salesforce Opportunities to Evernote Projects

Automatically create a new project in Evernote whenever a new opportunity arises in Salesforce. This helps you keep track of potential deals in an organized manner.

New Salesforce Opportunity

Triggers when a new opportunity is added to Salesforce.

Create Evernote Project

Creates a new project in Evernote.

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

or pick a common variation below

Save Salesforce Reports to Evernote

Evernote + Salesforce

Record Salesforce Opportunity Updates to Evernote

Evernote + Salesforce

Save Salesforce Meeting Notes to Evernote

Evernote + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add Salesforce opportunities to Evernote projects"

Add Salesforce opportunities to Evernote projects

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 Evernote + Salesforce.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Relationship

Creates a relationship between two Salesforce objects

Create Relationship (Smart)

Creates a Salesforce relationship using object identifiers like Name instead of raw IDs

Get Relationships

Gets all relationships for a Salesforce object given a starting object

Create Case

Creates a new case in Salesforce

App details

Evernote

Evernote is a note-taking and task management application designed for organizing, planning, and collaborating. Capture ideas, create to-do lists, and sync notes across devices to streamline your workflow.