OneNote + Salesforce
Create Salesforce notes from new OneNote notes in a section
Streamline your note process across OneNote and Salesforce. When you create a new note in OneNote, this workflow instantaneously generates a matching note in Salesforce, ensuring your important thoughts and tasks are mirrored across both platforms. This efficient automation tool not only enhances organization but also drives productivity by eliminating the need for manual data updating. Focus on what's important, knowing your notes are consistently up to date.
Streamline your note process across OneNote and Salesforce. When you create a new note in OneNote, this workflow instantaneously generates a matching note in Salesforce, ensuring your important thoughts and tasks are mirrored across both platforms. This efficient automation tool not only enhances organization but also drives productivity by eliminating the need for manual data updating. Focus on what's important, knowing your notes are consistently up to date.
- When this happens...New Note in Section
Triggers when a new note is created in a notebook/section.
- automatically do this!Create Note
Creates a new note and links it to a parent record
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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
