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monday.com + Salesforce

Create Salesforce records when specific column values change in monday.com boards

Keep track of specific changes in your Monday.com boards and instantly create new records in Salesforce. This workflow helps you stay up to speed with new tasks, information, or updates as they happen on your Monday.com boards by creating corresponding records in Salesforce for easy access and better organization. No longer worry about missed updates or manual data transfers.

Keep track of specific changes in your Monday.com boards and instantly create new records in Salesforce. This workflow helps you stay up to speed with new tasks, information, or updates as they happen on your Monday.com boards by creating corresponding records in Salesforce for easy access and better organization. No longer worry about missed updates or manual data transfers.

  1. When this happens...
    monday.commonday.com
    Specific Column Value Changed in Board

    Triggers when a specific column's value changes in the selected board

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
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Supported triggers and actions

    • Board IDRequired

    Trigger
    Instant
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    • Board IDRequired

    • Group Names to trigger on

    Trigger
    Instant
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    • Board IDRequired

    Trigger
    Instant
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    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
    • Item Created In Board Copy

    • Board IDRequired

    Trigger
    Instant
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    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
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    • Board IDRequired

    Trigger
    Instant
    Try It
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About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

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