monday.com + Smith.ai Chat

Create items in Monday from new chats in Smith.ai Chats

New leads captured by your Smith.ai chat widget often turn into projects. This integration creates items in Monday.com after chat conversations in Smith.ai Chats. According to the way you customize your Monday.com items, you can add lead names, emails, phone numbers, chat transcripts, and much more. Sync website chats with your project management tool so your team can easily collaborate and follow up faster.

When this happens...
New Chat
Triggers when a new chat is created.
TriggerScheduled
automatically do this!
Create Item
Create a new Item in a board
ActionWrite

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Supported triggers and actions

What does this mean?

New Chat
Triggers when a new chat is created.
Trigger
Scheduled
Column Value Changed in Board
Triggers when a column value is changed in a specific board.
Trigger
Instant
New Item in Board
Triggers when an item is created in a specific board.
Trigger
Instant
New Board
Triggers when a new board is created.
Trigger
Scheduled
Specific Column Value Changed in Board
Triggers when a specific column values changes in a board
Trigger
Instant

New Update in Board
Triggers when a new update is posted on a board.
Trigger
Instant
New User
Triggers when a new user joins your monday.com account.
Trigger
Scheduled

Archive Board
Archives a board
Action
Write

monday.com
Archives a specific group in a board
Scheduled
Action
monday.com
Archives an item
Scheduled
Action
monday.com
Update an item's name
Scheduled
Action
monday.com
Change multiple column values of an item
Scheduled
Action
monday.com
Creates a new board
Scheduled
Action
monday.com
Create a new column in board.
Scheduled
Action
monday.com
Creates a new group in a board
Scheduled
Action
monday.com
Create a new Item in a board
Scheduled
Action
monday.com
Create a new update.
Scheduled
Action
monday.com
Delete's a specific group from a board
Scheduled
Action
monday.com
Delete an item from a board
Scheduled
Action
monday.com
Duplicate a group with it's items
Scheduled
Action
monday.com
Upload File To Specific Column
Scheduled
Action
monday.com
Returns the data for a specific item by searching column value in a board
Scheduled
Action
monday.com
Returns the data for a specific column in the board
Scheduled
Action
monday.com
Returns the data for a specific file column in the board
Scheduled
Action