How can I customize the contents of the weekly report?

Simply specify the fields and data points you need in the report, such as case type, priority, or status, and DryMerge will tailor it according to your preferences.

Can the reports be sent to multiple recipients?

Yes, you can specify multiple email addresses to receive the weekly reports. DryMerge will handle the distribution for you.

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

Support and service managers use this automation to get a consolidated view of new cases, ensuring they can prioritize and manage customer issues effectively.

Salesforce

Send Weekly Reports of New Salesforce Cases via Email

Receive a weekly summary of new cases in Salesforce directly to your email inbox. This automation helps support and service managers stay informed about new customer issues without needing to log into Salesforce daily, enabling efficient oversight and prioritization.

Weekly Case Summary

Checks Salesforce for any new cases logged during the past week.

Email Weekly Report

Sends you a detailed report of all new cases directly to your inbox, keeping you in the loop.

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

or pick a common variation below

Receive Daily Summaries of New Salesforce Leads via Email

Salesforce

Get Slack Notifications for New High-Value Customers in Salesforce

Salesforce

Create Salesforce Tasks for New Support Tickets

Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Send weekly reports of new Salesforce cases via email"

Send weekly reports of new Salesforce cases via email

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 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

Get Relationships

Gets all relationships for a Salesforce object given a starting object

Create Case

Creates a new case in Salesforce

Delete Case

Deletes a case in Salesforce

App details

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

Related apps

HubSpot

CRM Platform

Zoho CRM

CRM Platform

Get Started with DryMerge

Start automating today.

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