Create Salesforce files from new OneNote notes in a section
Keep your Salesforce files up-to-date with new notes from OneNote without lifting a finger. This automation workflow initiates when you add a fresh note to a section in OneNote, leading to the creation of a new file in Salesforce. It's a practical solution for efficiently managing your notes and turning them into relevant Salesforce documents.
Keep your Salesforce files up-to-date with new notes from OneNote without lifting a finger. This automation workflow initiates when you add a fresh note to a section in OneNote, leading to the creation of a new file in Salesforce. It's a practical solution for efficiently managing your notes and turning them into relevant Salesforce documents.
- When this happens...New Note in Section
Triggers when a new note is created in a notebook/section.
- automatically do this!Create File
Creates a new File (max 25MB).
- Free forever for core features
- 14 day trial for premium features & apps
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