Integrations
Connect AI Phone calling and messaging workflows with Monday.com boards and items.
Key capabilities
Quick answer
The AI Phone Monday.com integration connects call outcomes, AI agent conversations, and SMS workflow events with Monday.com boards so operations teams can track communication activity alongside project and task management.
The AI Phone Monday.com integration connects voice calls, SMS, AI agent conversations, and workflow data with your Monday.com account so teams can act on communication activity without leaving their existing CRM workspace.
Use Monday.com events to trigger AI Phone calls or messages, and push AI Phone call outcomes, recordings, and summaries back into Monday.com records automatically.
Call logs, AI conversation summaries, SMS history, and workflow outcomes sync directly to Monday.com records — and Monday.com events can trigger AI Phone calls, messages, and automation sequences.
Every call and SMS interaction is automatically logged to the relevant Monday.com contact, deal, or ticket — no manual entry required.
AI-generated summaries of calls and agent conversations are pushed to Monday.com immediately after each interaction, keeping records current without manual note-taking.
Events in Monday.com — such as record stage changes or contact field updates — can trigger AI Phone calling sequences, SMS workflows, and automation.
Use case
AI Phone automatically logs every call and conversation outcome to Monday.com the moment it ends — keeping records accurate without requiring reps or agents to manually update records after each interaction.
Use case
When a contact's status changes in Monday.com — a lead converts, a deal moves stage, or a ticket is created — AI Phone can automatically initiate a call, send an SMS, or start a follow-up workflow without manual intervention.
Yes. AI Phone has a native two-way integration with Monday.com that syncs call activity, AI conversation summaries, SMS history, and workflow outcomes directly with your Monday.com records without requiring third-party tools.
The integration syncs call logs, AI call summaries, dispositions, SMS conversation history, and workflow outcomes to Monday.com. Events in Monday.com can also trigger AI Phone calls, messages, and automation sequences.
The Monday.com integration is configured in the AI Phone admin dashboard using your Monday.com credentials. No engineering work is required for standard setup. A specialist walks you through the configuration during your onboarding demo.
Yes. Call outcomes, AI summaries, and workflow events sync to Monday.com in real time as interactions occur, keeping your records current without batch delays or manual updates.