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Set up your first integration
Quickly connect monday.com to Nextiva with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate monday.com with Nextiva - 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 "Any Column Value Changed in Board" from monday.com.
Add your action
An action happens after the trigger—such as "Create Contact" in Nextiva.
You’re connected!
Zapier seamlessly connects monday.com and Nextiva, 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.
- Board IDRequired
Try ItTriggerInstant- Board IDRequired
- Group Names to trigger on
Try ItTriggerInstant- Board IDRequired
Try ItTriggerInstant- Board IDRequired
- Column IDRequired
Try ItTriggerInstant
- Item_created_in_board_copy
- Board IDRequired
Try ItTriggerInstant- New Board
Triggers when a new board is created.
Try ItTriggerPolling - Board IDRequired
- Column IDsRequired
Try ItTriggerInstant- Board IDRequired
- Column IDRequired
Try ItTriggerInstant
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Practical ways you can use monday.com and Nextiva
Track missed calls in project boards.
When a missed call is recorded in Nextiva, Zapier can create a new item in a monday.com board to track and follow up on it. This automation ensures that no missed opportunity goes unnoticed, streamlining communication follow-ups and helping increase customer engagement.
Business OwnerLog sales calls for task tracking.
Each time a new received call is registered in Nextiva, Zapier creates a corresponding update in monday.com. This ensures that all sales-related calls are logged in the appropriate tasks, providing an easy way to monitor team activity and progress.
Sales OpsLearn how to automate monday.com on the Zapier blog
Frequently Asked Questions about monday.com + Nextiva integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with monday.com and Nextiva
How do I set up an integration between monday.com and Nextiva?
We use Zapier to create the integration between monday.com and Nextiva. You'll need accounts on both platforms. In Zapier, you'll create a 'Zap,' starting with one platform as the trigger. For example, a new task in monday.com can trigger a call log update in Nextiva.
What triggers should I use for integrating monday.com with Nextiva?
You can set up triggers like "New Item" or "Item Update" in monday.com to automatically initiate actions within Nextiva, such as updating contacts or logging communication details.
Can I automate call logging from Nextiva into monday.com?
Yes, by setting up a Zap where the trigger is an incoming call in Nextiva, you can automate creating an item or updating a board in monday.com with call details.
Are there actions that can be automated from Monday.com into Nextiva?
Absolutely. When an action occurs in monday.com, like a status change or new file upload, we can automate subsequent actions such as sending contact information to Nextiva or initiating follow-up tasks.
Do I need coding skills to integrate Monday.com with Nextiva?
No coding skills are required to integrate these platforms through our user-friendly interface. Zapier handles all backend connections once you define your triggers and actions.
Is it possible for me to customize which data gets transferred between platforms?
Yes, you have control over which fields are mapped from monday.com to Nextiva and vice versa when setting up your Zaps. Customization allows for transferring only the data you need.
What should I do if my automation between Monday.com and Nextiva is not working?
First, check that your Zap is correctly set up with functioning triggers and actions. Verify connections to both apps are active. If problems persist, consult our support resources for troubleshooting tips specific to each platform involved.
