Monday.com + 365agents: phone calls into items on the right board

365agents connects natively to Monday.com via OAuth. Calls create items on the right board, with status, owner, and deadline set automatically — so phone-sourced work stays in your team's workspace.

Written By Rick Garcia

Last updated 15 days ago

365agents connects natively to Monday.com via OAuth. When a call produces actionable work — a quote request, a new lead, a service ticket, an open follow-up — the AI creates an item on the right Monday.com board with status, owner, and deadline populated from call context.

What this makes possible

  • Item creation from calls — outcomes map to boards (Sales Pipeline, Active Quotes, Customer Issues, etc.)

  • Column populations — status, priority, owner, due date, custom fields all populate from AI-captured data

  • Transcript attachment — full call record available as an item update

  • Automation triggers — Monday's automations fire based on the new item

  • Team visibility — phone-sourced work is visible alongside all other work streams

How a real call flows

  • Caller: new-lead inquiry with specific project scope

  • AI qualifies and captures project scope, budget range, timeline

  • Monday.com item created on the Sales Pipeline board

  • Status: "Qualified Lead," owner: assigned sales rep, timeline column populated

  • Monday automation sends the rep a Slack message with the item link

  • Transcript available as an item update

How to connect

  1. Admin dashboard → Integrations → Monday.com

  2. "Connect" with your Monday.com account

  3. Map outcomes to boards and columns

  4. Configure automation triggers

  5. Test with a call

Who this is for

  • Teams running operations and sales on Monday.com

  • Agencies and service businesses with visual pipeline workflows

  • B2B teams managing phone-sourced work alongside web-sourced leads

Related

Get started

Book a demo — we'll connect Monday and map your boards during onboarding.