How can I filter to only create documents for major milestones?

DryMerge allows you to filter milestones based on their importance or size. Specify which milestones are considered 'major,' and DryMerge will handle the rest.

Can I also use this with Trello instead of Salesforce?

Yes, you can use this with Trello instead of Salesforce. Just describe the changes you need to make, and DryMerge will adjust the automation accordingly.

Who uses this automation, and what do they use it for?

Project managers use this automation to keep stakeholders updated on significant project milestones, ensuring clear and consistent communication throughout the project's lifecycle.

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Google Docs + Salesforce

Generate Google Docs for Salesforce Milestones Achieved

Help project managers and stakeholders by creating a project status update document in Google Docs whenever a project milestone is marked as achieved in Salesforce. This ensures everyone stays informed about the current status of the project and what has been accomplished so far.

Milestone Achieved

Triggers when a project milestone is marked as achieved.

Create Status Document

Generates a project status update document.

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

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How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Generate Google Docs for Salesforce milestones achieved"

Generate Google Docs for Salesforce milestones achieved

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 Google Docs + Salesforce.

Create Doc

Creates a new Google Doc

Delete Doc

Deletes a Google Doc

Update Doc

Updates an existing Google Doc

Read Doc

Reads details of a Google Doc

Search Docs

Searches Google Docs

New Google Doc

Triggers when a new Google Doc is created

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

Google Docs

Google Docs is a web-based word processing application for creating, editing, and collaborating on documents. Generate documents and populate templates.