monday.com + OpenPhone

Log completed OpenPhone calls as new items in monday.com

Effortlessly keep track of your completed phone calls with this handy automation. When a call is finished in the OpenPhone app, this workflow will seamlessly create a new item in monday.com, ensuring all relevant details are organized and easily accessible. Stay on top of important conversations while saving time on manual data entry.

Effortlessly keep track of your completed phone calls with this handy automation. When a call is finished in the OpenPhone app, this workflow will seamlessly create a new item in monday.com, ensuring all relevant details are organized and easily accessible. Stay on top of important conversations while saving time on manual data entry.

  1. When this happens...
    OpenPhoneOpenPhone
    Incoming Call Completed

    Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • FromRequired

    • ToRequired

    • MessageRequired

    • Mark conversation as done

    Action
    Write
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Phone NumbersRequired

    Trigger
    Instant
    Try It
    • ID

    • First Name

    • Last Name

    • Company

    • Job Title

    • Phone Numbers

    • Email Addresses

    • Share With

    Action
    Write
    • Board IDRequired

    Trigger
    Instant
    Try It
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monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Help

Related categories

  • Project Management

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openphone logo
openphone logo

About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn moreHelp

Related categories

  • Phone & SMS