1.Detect board column status changes
Integrate monday.com and project board data to detect board column status changes and capture status mapping inputs.
Update service records from board status changes for ops
Automatically monitor board status changes across monday.com projects and Salesforce service records. Update and enrich Service fields when specific column value changes in boardβso you can keep waiting on, stage, and completion date accurate without manual status updates.
How this automation keeps SLA fields current
When board status changes go unnoticed, SLA stages and completion dates drift and teams lose time reconciling service records. This automation monitors status changes and finds and updates the matching Salesforce Service recordsβso your team keeps SLA data accurate.
monday.comor swap with your favorite app
2.Get item column values
Integrate monday.com and lookup mapping to retrieve item column values and current status needed for Salesforce updates.
3.Find Service record by org lookup
Integrate Salesforce and CRM lookups to find the matching Service record and map the org lookup value.
Salesforceor swap with your favorite app
4.Filter to qualifying record changes
Integrate Filter by Zapier to continue only when the source status differs from the target Service field.
Filter by Zapieror swap with your favorite app
5.Update Service record fields
Integrate Salesforce and CRM updates to update the Service picklist and set completion dates based on mapped statuses.
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