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monday.com + Smith.ai

monday.com + Smith.ai

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.

  1. When this happens...
    New Call
    New Call
    New CallTriggers when a new call is created.
  2. automatically do this!
    Create Item
    Create Item
    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

  • Smith.ai triggers, actions, and search
    New Call

    Triggers when a new call is created.

    Trigger
    Polling
    Try It
    • Campaign ID
      Required
    • First Name
      Required
    • Last Name
      Required
    • Phone Number
      Required
    • Email Address
    • Additional Data Field 1
    • Additional Data Field 2
    • Additional Data Field 3
    Action
    Write
    • Item_created_in_board_copy
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • First Name
    • Last Name
    • Number
      Required
    • 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
    Action
    Write
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Group Names to trigger on
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It
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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.
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About Smith.ai
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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