Can I filter tasks by priority when adding to Coda?

Yes, you can specify task priority levels to filter which tasks get added to Coda.

Can I set due dates for tasks in Coda?

Certainly, DryMerge can set due dates for tasks based on your Salesforce task details.

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

Project managers and team leads use this automation to keep track of tasks across platforms and ensure timely completion.

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Coda + Salesforce

Add Salesforce Tasks to Coda Task Tracker

Simplify your task management by adding new Salesforce tasks to your Coda task tracker. This keeps all your action items centralized and easy to monitor.

New Salesforce Task

Triggers when a new task is created in Salesforce.

Add to Coda Tracker

Adds the new task to your Coda task tracker.

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

or pick a common variation below

Add New Salesforce Cases to Coda 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 Salesforce tasks to Coda task tracker"

Add Salesforce tasks to Coda task 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.

Create Row

Creates a new row in a specified Coda table

List Tables

Lists all tables in a Coda document

Search Table

Searches for records in a Coda table

New Coda Row

Triggers when a new row is added to a specified Coda table

Updated Coda Row

Triggers when a row is updated in a specified Coda table

New Coda Document

Triggers when a new document is created in Coda

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

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.