Can I filter for specific project types in Salesforce?

DryMerge allows you to filter projects by their type in Salesforce. Just specify the criteria for the project types you are interested in, and DryMerge will handle the rest.

Can I use this with Microsoft Word instead of Google Docs?

Yes, you can use this with Microsoft Word instead of Google Docs. Simply specify the changes you need, and DryMerge will adjust the automation accordingly.

Who benefits from this automation?

This automation is beneficial for project managers and resource planners who need to keep track of resource allocation in an organized manner.

Google Docs + Salesforce

Generate Google Docs When Resources Are Allocated in Salesforce

Enhance resource management by generating a Google Docs document whenever resources are allocated for a new project in Salesforce. This keeps all data organized and accessible, ensuring that all stakeholders are up-to-date on the resource distribution.

New Resource Allocation

Notices when resources are allocated to a new project in Salesforce.

Generate Project Document

Automatically creates a Google Docs document with the resource details, keeping everyone in the loop.

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

or pick a common variation below

Generate Google Docs Incident Plan for Escalated Salesforce Issues

Google Docs + Salesforce

Create Google Docs Checklists for New Product Launches Scheduled in Salesforce

Google Docs + Salesforce

Generate Google Docs Reports for Updated Salesforce KPIs

Google Docs + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Generate Google Docs when resources are allocated in Salesforce"

Generate Google Docs when resources are allocated in Salesforce

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 Salesforce + Google Docs.

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.