monday.com + Smith.ai
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.
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 Call
Triggers when a new call is created.
- automatically do this!Create Item
Create a new Item in a board
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New Call
Triggers when a new call is created.
Try ItCampaign IDRequired
First NameRequired
Last NameRequired
Phone NumberRequired
Email Address
Additional Data Field 1
Additional Data Field 2
Additional Data Field 3
Item Created In Board Copy
Board IDRequired
Try ItNew Board
Triggers when a new board is created.
Try It
