How can I filter attachments by file type?

DryMerge allows you to filter attachments based on file type. Define your file type criteria, and DryMerge will filter accordingly.

Can I organize attachments by opportunity stage?

Yes, you can organize the files in OneDrive by opportunity stage. Specify your folder structure, and DryMerge will handle the organization.

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

This automation is used by sales teams to ensure all important opportunity documents are securely stored and easily accessible.

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Microsoft OneDrive + Salesforce

Store Salesforce Opportunity Attachments in OneDrive

Automatically save all attachments from opportunities in Salesforce to OneDrive for easy access and organization of important documents.

Opportunity Attachment Added

Triggers when an attachment is added to an opportunity in Salesforce.

Create Backup File

Creates a backup file in OneDrive with the opportunity attachment details.

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

or pick a common variation below

Store Salesforce Email Attachments in OneDrive

Microsoft OneDrive + Salesforce

Archive Closed Salesforce Opportunities in OneDrive

Microsoft OneDrive + Salesforce

Backup Salesforce Lead Attachments to OneDrive

Microsoft OneDrive + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Store Salesforce opportunity attachments in OneDrive"

Store Salesforce opportunity attachments in OneDrive

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 Microsoft OneDrive + Salesforce.

Create Folder

Creates a new folder in OneDrive

List Folders

Lists folders in OneDrive

Upload File

Uploads a file to OneDrive

List Files

Lists files in OneDrive

New OneDrive File

Triggers when a new file is added to OneDrive

New OneDrive Folder

Triggers when a new folder is created in OneDrive

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

App details

Microsoft OneDrive

OneDrive is a cloud storage service from Microsoft. Store, access, and share your files from anywhere, sync across devices, and integrate with other Microsoft tools for seamless collaboration.