How can I filter for invoices from specific customers?

You can filter invoices by specifying the customer names or criteria within Salesforce. DryMerge will only save copies of invoices that match your defined criteria.

Can I also save invoices to a different cloud storage service instead of Google Drive?

Certainly! Simply describe the cloud storage service and directory where you want to save the invoices, and DryMerge will handle the rest.

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

This automation is popular among accountants and financial managers who need to ensure all invoices are properly backed up and accessible for financial reporting and auditing.

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Google Drive + Salesforce

Save Copies of New Salesforce Invoices to Google Drive

Easily keep track of customer invoices by saving copies of new Salesforce invoices to Google Drive. This automation ensures all your financial transactions are well-documented and easily accessible for future reference or auditing purposes.

New Invoice Created

Triggers when a new invoice is created in Salesforce.

Save to Google Drive

Saves a copy of the invoice to a designated Google Drive folder.

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

or pick a common variation below

Save Completed Salesforce Performance Reviews to Google Drive

Google Drive + Salesforce

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Google Drive + Salesforce

Save Completed Salesforce Customer Surveys 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 copies of new Salesforce invoices to Google Drive"

Save copies of new Salesforce invoices 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

New Google Drive Document

Triggers when a new Google Drive document 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

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

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.