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Connect monday to Salesforce

Build an AI agent that works across monday and Salesforce, on a schedule or when you click Run.

16 source actions
24 target actions
Reverse direction supported

Why Connect monday & Salesforce?

Read what you need from monday

Your agent uses monday's documented actions to pull the records it needs, each time it runs.

Run a Salesforce action

Then it uses one of 24 documented actions, such as Add Contact to Campaign, Add Lead to Campaign, Convert SOAP XML Object to JSON.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

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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

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New Board Created

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

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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

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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

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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

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Knowledge Article Updated (Instant, of Selectable Type)

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

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New Case (Instant, of Selectable Type)

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

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New Deleted Record (Instant, of Selectable Type)

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

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New Email Template (Instant, of Selectable Type)

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

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New Knowledge Article (Instant, of Selectable Type)

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

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New Outbound Message (Instant)

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

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New Record (Instant, of Selectable Type)

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

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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

Integration Features

16 documented monday actions
24 documented Salesforce actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring
A supported Salesforce to monday direction

Capability Examples

monday trigger → Salesforce action

Catalog example
mondaymonday

Column Value Updated (Instant)

SalesforceSalesforce

Add Contact to Campaign

Salesforce trigger → monday action

Reverse direction
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

mondaymonday

Create an Update

How It Works

1

Connect Apps

Authenticate your monday and Salesforce accounts

2

Describe the Job

Say what to read from monday and what to do in Salesforce

3

Choose an Action

Select the documented Salesforce operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live monday events yet.

Automated Actions

Use 24 documented Salesforce actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks themonday and Salesforce actions it needs.

Your Own Accounts

You connect your own monday and Salesforce accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Salesforce to monday for bidirectional automation

View Integration
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All monday Integrations

Explore all available monday connections

View All Integrations
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All Salesforce Integrations

Explore all available Salesforce connections

View All Integrations

Ready to Connect monday & Salesforce?

Build this agent in Mazaal AI and test it on your ownmonday and Salesforce data.

Start building

Rather not build it yourself? We set up one monday to Salesforce agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod