How can I filter notes for specific opportunities?

You can filter notes based on criteria like opportunity stage or value.

Can I include attachments in the notes?

Yes, DryMerge can include attachments along with the notes when syncing to Coda.

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

Sales representatives and account managers use this to keep detailed records of opportunity progress and history.

Home Contact Pricing Apps Blog

Coda + Salesforce

Sync Salesforce Opportunity Notes to Coda

Keep thorough records of your opportunity progress by syncing notes from Salesforce opportunities to Coda documents. This ensures all relevant information is documented and easy to access.

New Salesforce Opportunity Note

Triggers when a new note is added to a Salesforce opportunity.

Create Coda Document

Adds the note details to a Coda document.

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

or pick a common variation below

Sync Salesforce Account Changes to Coda

Coda + Salesforce

Sync Salesforce Partner Information to Coda

Coda + Salesforce

Summarize Salesforce Meeting Notes in Coda

Coda + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Sync Salesforce opportunity notes to Coda"

Sync Salesforce opportunity notes to Coda

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 Coda + Salesforce.

Create Row

Creates a new row in a specified Coda table

List Tables

Lists all tables in a Coda document

Search Table

Searches for records in a Coda table

New Coda Row

Triggers when a new row is added to a specified Coda table

Updated Coda Row

Triggers when a row is updated in a specified Coda table

New Coda Document

Triggers when a new document is created in Coda

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

Coda

Coda is an all-in-one doc platform that combines documents, spreadsheets, and applications. Create flexible and powerful documents that grow with your team and adapt to your workflow.