Connect telecrm and monday.com to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
Choose an Action
Automatically do this!
Create Board
Archive Board
Get Item Column Values
Create Column
Create Group
Delete Item
Get Board Groups
Update Board
Delete Board
Archive Group
Archive Item
Create Subitem
Create Update
Delete Group
Duplicate Group
Update Group
Delete Column
List All Boards
Create Item
List Updates
Update Item Column Values
Send Notification to Selected User
Ready to use telecrm and monday.com automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Is Updated
Runs when lead is updated
New Lead Is Created
Runs when new lead is created
New User Joins
Runs when a new user joins
Item Column Value Changes
Runs when a column value on a board is updated.
Board Created Or Updated
Runs when a board is created or updated
New Item Created
Runs when a new item is created on a board.
Do thisActions
Action is the task that follows automatically within your telecrm integrations.
Create a Lead
Create or update a lead
Update Lead Details
Update lead information
Search Leads
Find leads by name or email
Create Board
Create a new board
Archive Board
Archives a board to remove it from active boards while preserving its data.
Get Item Column Values
Get column values for an item
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Frequently Asked Questions
To start, connect both your telecrm and monday.com accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in monday.com (or vice versa).
Absolutely. You can customize how telecrm data is recorded in monday.com. This includes choosing which data fields go into which fields of monday.com, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and monday.com typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between telecrm and monday.com. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About monday.com
monday.com is a work operating system that powers teams to run projects and workflows with confidence. It's a simple but intuitive tool that enables people to manage work, meet deadlines, and build a culture of transparency.
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