Monday.com

Your receptionist can add an item to a Monday.com board, such as a new lead or a callback request, and find an item by name. Monday.com’s API is GraphQL: every request is a POST with one query field, so each tool gives your receptionist a query template to fill in.

Before you start

The token acts as you, with your access to every board.

Create an item

Go to Integrations, select Add integration, and choose Webhook Tool.

Use this description for query, with your board ID in place of 1234567890:

A GraphQL mutation in exactly this form, changing only ITEM_NAME:
mutation { create_item(board_id: 1234567890, item_name: "ITEM_NAME") { id } }
ITEM_NAME is the caller's name, phone number, and request, without double quotes.

Select Enable.

Find an item

Create a second webhook tool with the same method, URL, and header.

A GraphQL query in exactly this form, changing only ITEM_NAME:
query { items_page_by_column_values(board_id: 1234567890, limit: 5, columns: [{column_id: "name", column_values: ["ITEM_NAME"]}]) { items { name column_values { text column { title } } } } }

Test your receptionist with a callback request, then ask about it in a second conversation.

Limitations

The create tool only sets the item name. Filling status, date, or people columns needs a JSON value inside the GraphQL query, which is hard for your receptionist to write reliably. To set columns, use Monday.com’s Create Item action through Zapier.

Troubleshooting