OneNote + Salesforce
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).
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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.
Try It
