How can I filter for only monthly reports?

DryMerge allows you to filter Salesforce reports by their creation date. Specify that you only want to generate Notion pages for monthly reports, and DryMerge will handle the rest.

Can I use this with Asana instead of Notion?

Yes, you can use this with Asana instead of Notion. Describe the necessary changes, and DryMerge will configure the automation to fit Asana.

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

This automation is popular among project managers and team leads who need to keep their teams updated on performance metrics by sharing new Salesforce reports in an easily accessible format in Notion.

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Notion + Salesforce

Generate Notion Pages for New Salesforce Reports

Streamline your reporting process by generating Notion pages whenever new Salesforce reports are created. This ensures that your team can easily access and review crucial performance data in an organized manner.

New Salesforce Report

Triggers when a new report is generated in Salesforce.

Create Notion Page

Creates a Notion page for the Salesforce report.

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

or pick a common variation below

Create Notion Pages for New Salesforce Leads

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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 Notion pages for new Salesforce reports"

Generate Notion pages for new Salesforce reports

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 Notion + Salesforce.

List Databases

Lists all databases

List Pages

Lists all pages in a specified database

Search Pages

Searches through pages based on a query

Search Databases

Searches through databases based on a query

Create Page

Creates a new page within a specified database

Read Page

Reads the contents of a specified page

Edit Page

Edits the contents of a specified page

Delete Page

'Deletes' (archives) a specified page

Find Notion Users

Finds Notion users by their user IDs and returns their metadata

Append to Page

Appends content to a specified page

New Notion Page

Triggers when a new Notion page is created

Notion Page Updated

Triggers when a page is updated in a Notion database

App details

Notion

Notion is an all-in-one workspace for notes, tasks, wikis, and databases. Create, update, and sync data between Notion and other tools.

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

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Get Started with DryMerge

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