OneNote + Salesforce
Create Salesforce records from new OneNote notes in sections
With this workflow, whenever you create a new note in a specific section of OneNote, it will also generate a corresponding record in Salesforce. Ideal for maintaining seamlessly organized data in both applications, this process ensures your information is updated promptly without additional efforts. Enjoy a more streamlined system for documenting and managing notes with this efficient automation.
With this workflow, whenever you create a new note in a specific section of OneNote, it will also generate a corresponding record in Salesforce. Ideal for maintaining seamlessly organized data in both applications, this process ensures your information is updated promptly without additional efforts. Enjoy a more streamlined system for documenting and managing notes with this efficient automation.
- When this happens...New Note in Section
Triggers when a new note is created in a notebook/section.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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NotebookRequired
SectionRequired
Try ItTitleRequired
Image URLRequired
NotebookRequired
SectionRequired
TitleRequired
Content Type
ContentRequired
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
NotebookRequired
SectionRequired
Page/NoteRequired
Content Type
ContentRequired
TitleRequired
Content Type
ContentRequired
URL LinkRequired
New Contact
Triggers when a new Contact is created.
Try It
