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Google Drive + Salesforce

Create files from text in Google Drive for every updated record in Salesforce

When a record field is updated in Salesforce, this workflow ensures that a new file containing the updated information is instantly created in Google Drive. This seamless process helps in maintaining up-to-date records without any manual effort, significantly simplifying the file-creation process. This automation not only boosts productivity, but also ensures accuracy and consistency in your data management tasks.

When a record field is updated in Salesforce, this workflow ensures that a new file containing the updated information is instantly created in Google Drive. This seamless process helps in maintaining up-to-date records without any manual effort, significantly simplifying the file-creation process. This automation not only boosts productivity, but also ensures accuracy and consistency in your data management tasks.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this!
    Google DriveGoogle Drive
    Create File From Text

    Create a new file from plain text.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Google Drive

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
Learn moreHelp

Related categories

  • File Management & Storage
  • Google

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