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.
or pick a common variation below
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.
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 Relationship
Creates a relationship between two Salesforce objects
Create Relationship (Smart)
Creates a Salesforce relationship using object identifiers like Name instead of raw IDs
Get Relationships
Gets all relationships for a Salesforce object given a starting object
Create Case
Creates a new case in Salesforce
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
Get Started with DryMerge
Start automating today.