SALES
Customer Task Completion Sync to Salesforce and Slack
When a customer marks their step done on the shared Monday plan, this syncs progress back to the Salesforce opportunity, advances the onboarding stage.
How it runs
The automated pipeline, trigger to output.
- TriggerCustomer task marked Done on Mondaymonday.com
- LogicConfirm item is customer-owned responsibility
- ActionUpdate Salesforce onboarding progress and stageSalesforce
- LogicCheck if completion finishes a plan phase
- OutputPost progress update to deal Slack channelSlack
What it does
Closes the loop when the customer side of a mutual action plan moves. As soon as a customer-owned task is completed on Monday, it reflects that progress on the Salesforce record and gives the internal team a real-time signal that onboarding is advancing.
When to use it
Use it when reps and CSMs can't see customer-side progress without logging into the plan board, and Salesforce onboarding fields go stale. Best for teams that report on onboarding velocity from Salesforce and want it updated automatically.
How it works
- 1Monday fires when an item in the customer-owned column is marked Done.
- 2A filter confirms the completed item is a customer responsibility, ignoring internal task updates.
- 3The flow updates the linked Salesforce opportunity's onboarding progress field and stage.
- 4It checks whether this completion finishes a plan phase.
- 5It posts a progress or phase-complete celebration to the deal's Slack channel so the team sees momentum.
Set it up
What you configure once, before turning it on.
- 1Connect monday.comVisual work management for teams.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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