← monday + Salesforce integrations

SOQL Query (Object Query) with Salesforce API on Name Updated (Instant) from monday API

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Name Updated (Instant) from the monday API
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SOQL Query (Object Query) with the Salesforce API
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Getting Started

This integration creates a workflow with a monday trigger and Salesforce action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the Name Updated (Instant) trigger
    1. Connect your monday account
    2. Select a Board ID
  3. Configure the SOQL Query (Object Query) action
    1. Connect your Salesforce account
    2. Configure docsInfo
    3. Configure exampleInfo
    4. Configure SOQL Query
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger

Description:Emit new event when an item's name is updated. [See the documentation](https://developer.monday.com/api-reference/reference/webhooks#sample-payload-for-webhook-events)
Version:0.0.9
Key:monday-name-updated

monday Overview

The monday.com API unlocks the potential to automate workflows, sync data across applications, and create dynamic project management solutions. With this API on Pipedream, you can craft custom integrations that respond to events in monday.com, manipulate boards, items, and columns, and harmonize project data with third-party services to streamline operations, reduce manual workload, and ensure consistent information flow within your business ecosystem.

Trigger Code

import common from "../common/common-webhook.mjs"; export default { ...common, key: "monday-name-updated", name: "Name Updated (Instant)", description: "Emit new event when an item's name is updated. [See the documentation](https://developer.monday.com/api-reference/reference/webhooks#sample-payload-for-webhook-events)", type: "source", version: "0.0.9", dedupe: "unique", hooks: { ...common.hooks, async deploy() { await this.commonDeploy(); }, }, methods: { ...common.methods, getWebhookArgs() { return { event: "change_name", }; }, }, }; 

Trigger Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
mondaymondayappThis component uses the monday app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
Board IDboardIdstringSelect a value from the drop down menu.

Trigger Authentication

monday uses API keys for authentication. When you connect your monday account, Pipedream securely stores the keys so you can easily authenticate to monday APIs in both code and no-code steps.

About monday

monday.com is a powerful project management system — a complete Work OS designed to help your team complete projects efficiently, collaborate effectively, and grow online.

Action

Description:Executes a [Salesforce Object Query Language (SOQL)](https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_select_examples.htm) query-based, SQL-like search.
Version:0.2.12
Key:salesforce_rest_api-soql-search

Salesforce Overview

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Action Code

import salesforce from "../../salesforce_rest_api.app.mjs"; import { docsInfo } from "../sosl-search/sosl-search.mjs"; const docsLink = "https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_select_examples.htm"; export default { key: "salesforce_rest_api-soql-search", name: "SOQL Query (Object Query)", description: `Executes a [Salesforce Object Query Language (SOQL)](${docsLink}) query-based, SQL-like search.`, version: "0.2.12", annotations: { destructiveHint: false, openWorldHint: true, readOnlyHint: true, }, type: "action", props: { salesforce, docsInfo, exampleInfo: { type: "alert", alertType: "info", content: "Example query: `SELECT Id, Name, BillingCity FROM Account`", }, query: { type: "string", label: "SOQL Query", description: `A SOQL search query. [See the documentation](${docsLink}) for examples and more information.`, }, }, async run({ $ }) { const response = await this.salesforce.query({ $, query: this.query, }); $.export("$summary", `Successfully returned ${response.totalSize} results for SOQL query`); return response; }, }; 

Action Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

LabelPropTypeDescription
SalesforcesalesforceappThis component uses the Salesforce app.
SOQL Queryquerystring

A SOQL search query. See the documentation for examples and more information.

Action Authentication

Salesforce uses OAuth authentication. When you connect your Salesforce account, Pipedream will open a popup window where you can sign into Salesforce and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Salesforce API.

Pipedream requests the following authorization scopes when you connect your account:

About Salesforce

Cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer support, and other business activities, ultimately aiming to improve customer relationships and streamline operations.

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