Evernote + Salesforce
Save Salesforce Meeting Notes to Evernote
Automatically save notes from your Salesforce meetings in Evernote, ensuring you never lose track of important discussions and action items. Ideal for busy team leaders and coordinators.
New Salesforce Meeting Note
Triggers when a meeting note is created in Salesforce.
Save to Evernote
Archives the meeting note in Evernote.
See more Evernote to Salesforce integrations or use AI to customize your automation.
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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, "Save Salesforce meeting notes to Evernote"
Save Salesforce meeting notes to Evernote
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.
Our Capabilities
See what DryMerge can do with Evernote + Salesforce.
New Note Created
Triggers when a new note is created in Evernote
Note Updated
Triggers when an existing note is updated in Evernote
New Notebook Created
Triggers when a new notebook is created in Evernote
New Tag Created
Triggers when a new tag is created in Evernote
Note Moved to Notebook
Triggers when a note is moved to a different notebook in Evernote
Create Note
Creates a new note in Evernote
Update Note
Updates an existing note in Evernote
Delete Note
Deletes a note from Evernote
Create Notebook
Creates a new notebook in Evernote
Update Notebook
Updates an existing notebook in Evernote
Delete Notebook
Deletes a notebook from Evernote
Create Tag
Creates a new tag in Evernote
App details
Evernote
Evernote is a note-taking and task management application designed for organizing, planning, and collaborating. Capture ideas, create to-do lists, and sync notes across devices to streamline your workflow.
Salesforce
Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.
Related apps
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