monday.com + Smith.ai integrations
Create new items in monday.com for every new call in Smith.ai
Stay organized and efficient with this helpful workflow. Whenever you get a new call in Smith.ai, it directly creates an item in your monday.com board. This allows you to manage follow-ups and tasks effortlessly without having to manually input data. It's a seamless way to ensure every call is logged and accounted for, improving your customer service and productivity.
- When this happens...New CallTriggers when a new call is created.
- automatically do this!Create ItemCreate a new Item in a board
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More things you can do with Smith.ai and monday.com
Discover other triggers and actions you can use with Smith.ai and monday.com
- New Call
Triggers when a new call is created.
Try ItTriggerPolling - Campaign IDRequired
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- Email Address
- Additional Data Field 1
- Additional Data Field 2
- Additional Data Field 3
ActionWrite- Item_created_in_board_copy
- Board IDRequired
Try ItTriggerInstant- New Board
Triggers when a new board is created.
Try ItTriggerPolling
- First Name
- Last Name
- NumberRequired
- Email Address
- What should we do?Required
- What if they don't answer?Required
- Language
- When would you like us to call back?Required
- Summary Email
ActionWrite- Board IDRequired
Try ItTriggerInstant- Board IDRequired
- Group Names to trigger on
Try ItTriggerInstant- Board IDRequired
Try ItTriggerInstant
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Smith.ai is a call answering & intake service for small & solo businesses. Our live, North America-based virtual receptionists capture & qualify leads, book new clients, and build better relationships with your existing clients.
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