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  • Salesforce logoSalesforce logo

OneNote + Salesforce Integrations

How to connect OneNote + Salesforce

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  • OneNote triggers, actions, and search
    New Note in Section
    Triggers when a new note is created in a notebook/section.
    Trigger
    Scheduled
  • OneNote triggers, actions, and search
    Append Note
    Appends content to the end of a note.
    Action
    Write
  • OneNote triggers, actions, and search
    Create Image Note
    Creates a note with an embedded image (must have a public URL to that image).
    Action
    Write
  • OneNote triggers, actions, and search
    Create Note
    Create a new note in the "Quick Notes" section of your default notebook.
    Action
    Write
  • OneNote triggers, actions, and search
    Create Note in Section
    Creates a new note in a specific Notebook/Section
    Action
    Write
  • OneNote triggers, actions, and search
    Create Page/Note From Url Link
    Given a URL, we'll download it and place it in your OneNote account!
    Action
    Write
  • Salesforce triggers, actions, and search
    New Outbound Message
    Triggers when a new outbound message is received in Salesforce.
    Trigger
    Instant
  • Salesforce triggers, actions, and search
    New Record
    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
    Trigger
    Scheduled
  • Salesforce

    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.).

    Scheduled

    Trigger

  • Salesforce

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Scheduled

    Trigger

  • Salesforce

    Adds an existing contact to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Adds an existing lead to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Creates a new attachment (max 25MB).

    Scheduled

    Action

  • Salesforce

    Creates a new contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose.

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

    Scheduled

    Action

  • Salesforce

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

    Scheduled

    Action

  • Salesforce

    Find a record. Optionally create a record if not found.

    Scheduled

    Action

How OneNote + Salesforce Integrations Work

  1. Step 1: Authenticate OneNote and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

OneNote Tutorials

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About OneNote

Microsoft OneNote is a note-taking app that makes it easy to capture and save ideas, images, audio recordings, and anything else you need to remember.
Learn more

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

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