Connect monday to Salesforce

Use 10 documented monday triggers to run 24 documented Salesforce actions.

10 source triggers

24 target actions

Reverse direction supported

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Why Connect monday & Salesforce?

Start with a monday event

Choose from 10 documented triggers, including Column Value Updated (Instant), Name Updated (Instant), New Board Created.

Run a Salesforce action

Send the event into one of 24 documented actions, such as Add Contact to Campaign, Add Lead to Campaign, Convert SOAP XML Object to JSON.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

monday

Triggers (10)

Column Value Updated (Instant)

Emit new event when a column value is updated on a board. See the documentation

webhook

Name Updated (Instant)

Emit new event when an item's name is updated. See the documentation

webhook

New Board Created

Emit new event when a board is created in Monday. See the documentation

webhook

New Item Created (Instant)

Emit new event when a new item is added to a board. See the documentation

webhook

New Sub-Item Created (Instant)

Emit new event when a sub-item is created. See the documentation

webhook

New Sub-Item Update (Instant)

Emit new event when an update is posted in sub-items. See the documentation

webhook

New User Created

Emit new event when a new user is created in Monday. See the documentation

webhook

Specific Column Updated (Instant)

Emit new event when a value in the specified column is updated. See the documentation

webhook

Sub-Item Column Value Updated (Instant)

Emit new event when any sub-item column changes. See the documentation

webhook

Sub-Item Name Updated (Instant)

Emit new event when a sub-item name changes. See the documentation

webhook

Actions (16)

Create an Update

Creates a new update. See the documentation

Create Board

Creates a new board. See the documentation

Create Column

Creates a column. See the documentation

Create Group

Creates a new group in a specific board. See the documentation

Create Item

Creates an item. See the documentation

Create Subitem

Creates a subitem. See the documentation

Get Board Items Page

Retrieves all items from a board. See the documentation

Get Column Values

Return values of specific column(s) for a board item. See the documentation

Get Items By Column Value

Searches a column for items matching a value. See the documentation

List Board ID Options

Retrieves available options for the Board ID field.

List Board IDs Options

Retrieves available options for the Board IDs field.

List Boards

List all boards. See the documentation

List Workspace ID Options

Retrieves available options for the Workspace ID field.

List Workspace IDs Options

Retrieves available options for the Workspace IDs field.

Update Column Values

Update multiple column values of an item. See the documentation

Update Item Name

Update an item's name. See the documentation

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook

Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook

Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook

New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook

New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook

New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook

New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook

New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook

New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook

New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation