Bonjoro + Salesforce

Create Bonjoro tasks for updated Salesforce records

Effortlessly streamline your Salesforce and Bonjoro workflows with this powerful automation. When a record field is updated in Salesforce, this workflow instantly creates a task in Bonjoro — ensuring that important updates are turned into actionable tasks without manual intervention. Stay on top of your sales processes and enhance your team's productivity with this seamless connection between Salesforce and Bonjoro.

When this happens...
Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerPolling
automatically do this!
Create Task
Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History ObjectRequired
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It

- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- FlowRequired
- Manual flow input parameters
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Query TypeRequired
- Include Deleted Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
Bonjoro Bounced
Triggers when a Bonjoro email bounces. Note that if you're using a custom mail integration such as Google, bounces may not be detected.
Trigger
Instant
Try It
Bonjoro Sent
Triggers when a Bonjoro is sent by a team member.
Trigger
Instant
Try It
Bonjoro Dismissed
Triggers when a Bonjoro is dismissed by a team member.
Trigger
Instant
Try It
Bonjoro Reaction
Triggers when a user reacts to a Bonjoro.
Trigger
Instant
Try It
Bonjoro Shared
Triggers when a Bonjoro is shared on social media.
Trigger
Instant
Try It
Workspaces
List of available Workspaces
Trigger
Polling
Try It
- Email AddressRequired
- First Name
- Last Name
- WorkspaceRequired
- Message Template
- Reason
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- ReportRequired
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
Bonjoro Reassigned
Triggers when an existing Bonjoro is assigned to a different team member.
Trigger
Instant
Try It
Bonjoro Call to Action Clicked
Triggers when a user clicks the Bonjoro call to action.
Trigger
Instant
Try It
Bonjoro Created
Triggers when a Bonjoro is created by a team member or automation.
Trigger
Instant
Try It
Bonjoro Email Opened
Triggers when a Bonjoro email is opened.
Trigger
Instant
Try It
Bonjoro Reply
Triggers when a Bonjoro is replied to.
Trigger
Instant
Try It
Bonjoro Watched
Triggers when a Bonjoro is watched.
Trigger
Instant
Try It
Message Templates
List of available Message Templates
Trigger
Polling
Try It