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Set up your first integration
Quickly connect Dialpad to monday.com with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Dialpad with monday.com - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Call State Changed" from Dialpad.
Add your action
An action happens after the trigger—such as "Archive Board" in monday.com.
You’re connected!
Zapier seamlessly connects Dialpad and monday.com, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Call StatesRequired
Try ItTriggerInstant- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- Board IDRequired
Try ItTriggerInstant- Board IDRequired
- Group Names to trigger on
Try ItTriggerInstant
- SMS directionRequired
Try ItTriggerInstant- Create and Optionally Assign Contact in Dialpad
This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
ActionWrite - Item_created_in_board_copy
- Board IDRequired
Try ItTriggerInstant- New Board
Triggers when a new board is created.
Try ItTriggerPolling
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Practical ways you can use Dialpad and monday.com
Log new calls in a monday.com board
Track every important client interaction. When a call state changes in Dialpad, Zapier can create a new item on your monday.com board. This helps business owners maintain centralized records of calls, improving task management and follow-ups.
Business OwnerTrack SMS leads on monday.com
Keep your marketing team aligned by tracking SMS engagement. Each time an SMS is created in Dialpad, Zapier adds it as a new update on a monday.com board. This streamlines lead tracking and provides visibility, ensuring no opportunity goes unnoticed.
Marketing & Marketing OpsLog project updates via Dialpad
Enhance project visibility. When value in a specific monday.com column changes, Zapier triggers a custom action in Dialpad to send a project status notification. This ensures all stakeholders stay informed without extra manual updates.
Project ManagementLearn how to automate Dialpad on the Zapier blog
Learn how to automate monday.com on the Zapier blog
Frequently Asked Questions about Dialpad + monday.com integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dialpad and monday.com
How does the integration between Dialpad and monday.com work?
Our integration allows you to automate workflows by using triggers and actions. For example, when a call ends in Dialpad, an update can automatically be sent to a specific board in monday.com.
What triggers are available with the Dialpad and monday.com integration?
With our integration, you can set triggers based on various events in Dialpad such as a new call, missed call, or completed call. These triggers can then initiate actions within your monday.com boards.
Can I create new items in monday.com when receiving a call on Dialpad?
Yes, you can configure an action to create a new item in monday.com whenever a call is received on Dialpad. This helps keep track of incoming communications directly within your project management tool.
Is it possible to update existing items in monday.com using data from Dialpad calls?
Absolutely. Our integration allows you to update existing items with details from Dialpad calls, such as call duration or notes taken during the conversation.
Can I automate notifications in monday.com based on my activity in Dialpad?
Yes, you can automate notifications within monday.com based on activities such as missed calls or voicemails received in Dialpad. This ensures that your team stays informed of important communication events.
How do I handle incoming voicemails from Dialpad within monday.com?
You can use our integration to automatically log incoming voicemails into your monday.com boards by creating updates or tasks linked to specific team members for follow-up.
What actions can be triggered in monday.com following a call in Dialpad?
Following a certain call event in Dialpad, actions such as creating an item, posting an update, or assigning tasks to team members on your monday.com board can be executed automatically.
