Generate Salesforce Reports from SharePoint Files
Automatically generate Salesforce reports from new SharePoint files, streamlining data analysis and reporting by connecting your collaborative and CRM spaces.
New SharePoint File
Triggers when new files are added to SharePoint.
Generate Reports
Generates reports in Salesforce.
See more Microsoft SharePoint to Salesforce integrations or use AI to customize your automation.
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How DryMerge works
DryMerge lets you automate work between apps with plain English. Here's how it works.
Generate Salesforce reports from SharePoint files
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Generate Salesforce reports from SharePoint files"
Sure! Connecting
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.
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
Supported triggers and actions
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 Case
Creates a new case in Salesforce
About Microsoft SharePoint
Microsoft SharePoint is a web-based collaborative platform integrated with Microsoft 365. Create, store, organize, and share information within your organization to enhance team collaboration and document management.
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About Salesforce
Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.
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