How can I filter for specific types of expense reports?

DryMerge allows you to filter expense reports based on specific criteria such as report type, department, or amount. Simply specify the necessary conditions, and DryMerge will handle the rest.

Can I use this with Dropbox instead of Google Drive?

Yes, you can use this with Dropbox instead of Google Drive. Describe the necessary changes, and DryMerge will configure the automation accordingly.

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

This automation is popular among financial managers and accountants who need to maintain a well-organized record of approved expense reports for financial oversight and auditing purposes.

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Google Drive + Salesforce

Save Approved Expense Reports from Salesforce to Google Drive

Streamline your financial documentation process by automatically saving approved expense reports from Salesforce to Google Drive. This ensures an organized and easily accessible record of all expenses, simplifying financial oversight and auditing processes for your business.

Expense Report Approved

Triggers when an expense report is approved in Salesforce.

Save to Google Drive

Saves the approved report to a specified Google Drive folder.

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

or pick a common variation below

Sync Partnership Agreements from Salesforce to Google Drive

Google Drive + Salesforce

Save Customer Feedback from Salesforce to Google Drive

Google Drive + Salesforce

Save Signed Contracts from Salesforce to Google Drive

Google Drive + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Save approved expense reports from Salesforce to Google Drive"

Save approved expense reports from Salesforce to Google Drive

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 Drive + Salesforce.

Create Drive Folder

Creates a new Google Drive folder

Delete Drive Folder

Deletes an existing Google Drive folder

Read Drive Folder

Reads details of a Google Drive folder

Search Drive

Searches Google Drive

Create Google Drive File

Creates a new file in Google Drive

Move Drive File

Moves a file to a different folder in Google Drive

List Google Drive Folders

Lists folders in Google Drive, optionally within a specific parent folder

New Google Drive Document

Triggers when a new Google Drive document is created

New Google Drive Folder

Triggers when a new Google Drive folder is created

New Google Drive File

Triggers when a new file is created in Google Drive

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

App details

Google Drive

Google Drive is a cloud storage service for storing, accessing, and sharing files. Upload, organize, and manage files, and trigger workflows based on file events.