> For the complete documentation index, see [llms.txt](https://help.sipgate.de/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.sipgate.de/cloud-telefonanlage/en/connections-and-integrations/integrationen-fur-die-sipgate-app/monday-integration.md).

# Monday integration

monday.com is a cloud-based Work OS that allows teams to create workflow applications in minutes to carry out processes, projects, and daily work.

With sipgate, you can make calls directly from Monday and use your contacts in the sipgate app. This way, you always see which contact is calling and do not have to switch between different tools. sipgate is your phone system with the telephony app for desktop and mobile.

**Integrating Monday into the sipgate app:**

{% stepper %}
{% step %}
**Select integration**

In the sipgate app, click the gear icon on the left and select the "Integrations" item.

Under the "Integrations" section, search for the entry "Monday" and click the "Connect with Monday" button.

![monday.png](/files/86e1aafa2f88df72e187f0cbeb3a602ec046e46f)
{% endstep %}

{% step %}
**Enter API key**

Enter the required API key here.

![monday\_api.png](/files/1f9587cef658b9f6b13df9bc5420dfaa5e07d76a)
{% endstep %}

{% step %}
**Confirm connection**

You have now successfully connected Monday and the sipgate app.

{% hint style="info" %}
Note: Depending on the number of contacts to be integrated, it may take a few minutes until they are fully displayed.
{% endhint %}
{% endstep %}
{% endstepper %}

**Find or create the API key in your Monday account:**

Click on your user icon in the top right and select the "Administration" menu item.

![monday1.png](/files/f4559f4730659e3b446025b7e806cc616b8cf6fc)

In the new window, select the "API" menu item. Here you can copy an existing API key or generate a new one.

![monday2.png](/files/5b312a0da20b92c12a2a31d1642ea990b495a8a0)

#### Questions and answers

**Can individual boards/lists be imported?**\
Only standard boards that are provided to us through the API are imported.

**Why do my contacts not appear in the sipgate app?**

Only contacts that have a phone number saved are imported. For a phone number to be recognized as such in a contact, it is important that the phone number is stored in a field of the "Phone number"/"Phone" type.

**Why are phone numbers missing from contacts in the sipgate app?**

For a phone number to be recognized as such in a contact and thus imported, it is important that the phone number is stored in a field of the "Phone number"/"Phone" type.

**Why are my call notes not linked to the corresponding contact?**

Call notes are stored in an Activity board in Monday. Ideally, the Activity board should be linked to the corresponding contact board (see <https://support.monday.com/hc/en-us/articles/360000635139-The-Connect-Boards-Column>). The following requirements apply to the link:

* The contact and Activity board must be in the same workspace.
* For the link between the contact and Activity board to be recognized, it must be bidirectional. This can be selected by ticking a checkbox when creating the link.
* If links to multiple Activity boards are found, only one of the Activity boards is taken into account.
* If no link is found between the contact's contact board and an Activity board, the call note is stored in any Activity board in the account (provided at least one exists).
* The agent must have access rights to both the contacts board and the linked Activity board in order for a link to be created.

**Where can I find the text of my call note / my AI summary?**

The content of the call note or the AI summary is located in the Activity object as a comment/update.


---

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