Monday integration
How to connect monday.com with the sipgate App for contact synchronization and telephony directly from Monday.
monday.com is a cloud-based Work OS that enables teams to create workflow applications in just minutes to run processes, projects, and day-to-day work.
With sipgate, you can make calls directly from Monday and use your contacts in the sipgate app. This way, you can always see which contact is calling and don’t have to switch between different tools. sipgate is your phone system with the telephony app for desktop and mobile.
Integration of Monday in the sipgate app:
Select integration
In the sipgate app, click the gear icon on the left and select the item "Integrations".
Under the "Integrations" section, search for the entry "Monday" and click the "Connect with Monday" button.
Enter API key
Enter the required API key here.
Confirm connection
This means you have successfully connected Monday and the sipgate app.
Note: Depending on the number of contacts to be integrated, it may take a few minutes before they are displayed completely.
Find or create the API key in your Monday account:
Click your user icon in the top right and select the menu item "Administration" there.
In the new window, select the "API" menu item. Here you can copy an existing API key or generate a new one.
Questions and answers
Can individual boards/lists be imported? Only standard boards that are specified by the API are imported.
Why don’t my contacts appear in the sipgate app?
Only contacts with a stored phone number are imported. For a phone number to be recognized as such on a contact, it is important that the number is stored in a field of the type "phone number"/"Phone".
Why are phone numbers missing from contacts in the sipgate app?
For a phone number on a contact to be recognized as such and imported, it is important that the number is stored in a field of the type "phone number"/"Phone".
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 (s. https://support.monday.com/hc/en-us/articles/360000635139-The-Connect-Boards-Column). The following requirements apply to the linkage:
The contact and activity board must be in the same workspace.
For the linkage between the contact and activity board to be recognized, it must be bidirectional. This can be selected using a checkmark when creating the link.
If links to multiple activity boards are found, only one of the activity boards is considered.
If no link is found between the contact's contact board and an activity board, the call note is saved in any activity board of 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.
Last updated