The monday.com voice AI integration connects call outcomes with board-based work. It is useful when a board has a clear item type, required columns, ownership rules, and one stable key for finding existing work.
A catalog page describes a possible workflow. It does not confirm that a native monday.com connector is enabled in your workspace. Check Integrations in the DialNexa dashboard first. If monday.com is not listed, use a custom function, agent webhook, or external automation service.
- Teams manage leads, requests, onboarding, projects, or field operations on boards.
- The call maps to one board, group, and item template.
- Approved columns hold customer, owner, status, due date, and call ID.
- Automations are tested for every status value the agent can set.
Best first workflow: Find or create the item using a stable external ID, add the call update, and assign the promised next action with a due date.
Before you begin
Prepare the following:
- A published DialNexa agent that has already passed a basic test call.
- Access to the DialNexa workspace Integrations page.
- A monday.com account with permission to read or update the required boards.
- One test record that does not affect a live customer.
- A list of actions that can run automatically and actions that require human review.
Choose how to connect monday.com
- Define the exact event that starts the action, such as a confirmed booking, qualified lead, support escalation, or completed call.
- Choose the connection method from the table above.
- Map caller identity, the DialNexa call ID, the verified outcome, and the destination record ID.
- Add a condition so uncertain, sensitive, destructive, or high-value changes go to a human-owned queue.
- Store the destination record URL or ID with the call result so your team can trace the handoff.
- Test success, no-match, duplicate, permission-error, and timeout cases before using live traffic.
Data to map between DialNexa and monday.com
- DialNexa call ID, call direction, status, and final outcome
- Caller name, phone number, email, and matched customer or account ID
- Structured fields collected during the call, including consent where required
- Short operational summary, requested next step, owner, and due date
- Transcript or recording link only when your privacy policy allows it
- monday.com board and item IDs, item URL, update timestamp, and integration result
Run a test call and confirm that:
- The workflow finds the intended monday.com item instead of creating a duplicate.
- Only the approved fields change.
- The DialNexa call ID is stored for traceability and retry protection.
- A failed request creates a visible error or human-owned task.
- The receiving owner can open the monday.com item and understand the next step without reading the full transcript.
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