How can I filter meetings by department?

DryMerge allows you to filter meeting notes by department or other criteria. Define your filtering criteria, and DryMerge will handle the rest.

Can I format meeting notes differently?

Yes, you can specify the format for meeting notes saved in OneDrive. Let us know your preferred format, and DryMerge will adjust accordingly.

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

This automation is used by team leads and managers to keep organized records of meeting notes for future reference.

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Microsoft OneDrive + Salesforce

Sync Salesforce Meeting Notes to OneDrive

Keep all your meeting notes organized by syncing them from Salesforce to OneDrive. This ensures that all team members have access to the latest meeting information.

Meeting Note Added

Triggers when a new meeting note is added in Salesforce.

Create File

Creates a new file in a specific OneDrive folder with meeting note details.

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

or pick a common variation below

Sync Salesforce Contract Changes to OneDrive

Microsoft OneDrive + Salesforce

Log Salesforce Activities to OneDrive

Microsoft OneDrive + Salesforce

Backup Salesforce Contacts 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, "Sync Salesforce meeting notes to OneDrive"

Sync Salesforce meeting notes to 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.