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.
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NotebookRequired
SectionRequired
Try ItTitleRequired
Image URLRequired
NotebookRequired
SectionRequired
TitleRequired
Content Type
ContentRequired
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
NotebookRequired
SectionRequired
Page/NoteRequired
Content Type
ContentRequired
TitleRequired
Content Type
ContentRequired
URL LinkRequired
New Case Attachment
Triggers when a new Attachment is added to a case.
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