Workflows

Salesforce + monday.com

Connect Salesforce and monday.com to Build Intelligent Automations

Choose a Trigger

When this happens...

New Contact
New Lead
New Record
Updated Record
New Case Attachment
New Task
New Account
Update Contact
New Opportunity

Choose an Action

Automatically do this!

Create Board
Archive Board
Get Column Values
Create Column
Create Group
Delete Item
Get Group Details
Update Board
Archive Group
Archive Item
Create Subitem
Create Update
Duplicate Group
Update Group
Delete Column
List All Board

Ready to use Salesforce and monday.com automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

New Contact

Triggers when a new Contact is created.

New Lead

Triggers when a new Lead is created.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

New Case Attachment

Triggers when a new Attachment is added to a case.

New Task

Triggers when a new task is created.

Do thisActions
Action is the task that follows automatically within your Salesforce integrations.

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Create Attachment

Creates a new attachment (max 25MB).

Create Contact

Creates a new contact.

Create Note

Creates a new note and links it to a parent record

Update Contact

Updates an existing contact in Salesforce.

We'll help you get started

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Know More About Salesforce and Monday Com Integrations

5 Simple Ways to Automate Salesforce

Discover five straightforward methods to automate Salesforce and enhance your productivity. Streamline your processes and maximize efficiency with our expert tips.

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5 Simple Strategies for Automating Your Workflow with monday.com

Unlock the potential of monday.com with 5 straightforward strategies for workflow automation. Boost efficiency and simplify your tasks today.

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How viaSocket Works | A Complete Guide

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Know more

Frequently Asked Questions

How do I start an integration between Salesforce and monday.com?

To start, connect both your Salesforce and monday.com accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesforce triggers actions in monday.com (or vice versa).

Can we customize how data from Salesforce is recorded in monday.com?

Absolutely. You can customize how Salesforce data is recorded in monday.com. This includes choosing which data fields go into which fields of monday.com, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Salesforce and monday.com?

The data sync between Salesforce and monday.com typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Salesforce to monday.com?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Salesforce and monday.com?

Yes, you can set conditional logic to control the flow of data between Salesforce and monday.com. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

About Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.

CRM Sales and CRM

Learn More

About monday.com

monday.com is a work operating system that powers teams to run projects and workflows with confidence. It's a simple but intuitive tool that enables people to manage work, meet deadlines, and build a culture of transparency.

Project Management Top Free Apps

Learn More

Connect Salesforce and monday.com to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Salesforce and monday.com automations

Automate Instagram Comment Replies with Smart DMs

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New Contact

New Lead

New Record

Updated Record

New Case Attachment

New Task

Do thisActionsAction is the task that follows automatically within your Salesforce integrations.

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create Note

Update Contact

We'll help you get started

Know More About Salesforce and Monday Com Integrations

5 Simple Ways to Automate Salesforce

5 Simple Strategies for Automating Your Workflow with monday.com

How viaSocket Works | A Complete Guide

Frequently Asked Questions

About Salesforce

About monday.com

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

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AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your Salesforce integrations.