Create a board item
Capture the caller’s request and contact information in the selected board.
Keep incoming calls visible alongside the rest of your team’s work. Your assistant can turn the agreed enquiry into a monday.com item with the information needed for follow-up.
Plan your integration
Your assistant. Your software.
Capture the caller’s request and contact information in the selected board.

Map the enquiry type, owner and next step to your board structure.

Use the item in the automation and working process you have already defined.
Select the board, group and columns, then authorise the required access. We test column values, status choices and any automation that runs when the item arrives.
About the monday.com integration.