Monday.com + Salesforce

Update Monday Projects from Salesforce Records

By updating related projects in Monday whenever a record is updated in Salesforce, teams can ensure that everyone stays on the same page and no crucial updates are missed. This is particularly useful for project managers overseeing comprehensive workflows.

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Salesforce Record Updated

Triggers when a record is updated in Salesforce.

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Update Monday Project

Updates the related project in Monday to ensure all team members are on the same page.

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Update Monday projects from Salesforce records"

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Update Monday projects from Salesforce records

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

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Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

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Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Monday.com + Salesforce.

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New Board

Triggers when a new board is created in Monday.com

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New Item

Triggers when a new item is created in Monday.com

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New Update

Triggers when a new update is posted in Monday.com

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New Column

Triggers when a new column is added to a board in Monday.com

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New Group

Triggers when a new group is added to a board in Monday.com

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Item Updated

Triggers when an item is updated in Monday.com

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Column Value Changed

Triggers when a column value is changed in Monday.com

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New Notification

Triggers when a new notification is received in Monday.com

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New File Added

Triggers when a new file is added to an item in Monday.com

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Create Board

Creates a new board in Monday.com

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Create Item

Creates a new item in Monday.com

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Create Update

Creates a new update in Monday.com

App details

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Monday.com

Monday.com is a cloud-based work operating system for planning, organizing, and tracking work. Create boards, automate workflows, and collaborate with team members on projects.

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Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

Related apps

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