How to Connect a Voice Agent to Monday in 3 Steps

Monday is one of the most popular work-management and CRM platforms. In this post we’ll show how to connect a voice agent to it, so handled inbound or outbound calls can create items, update statuses, and trigger follow-up actions.

Step 1: Create an API token

In Monday, go to Profile > Developers > My Access Tokens > Create. Save the token in your project’s .env as MONDAY_API_TOKEN.

Step 2: Map your columns

Choose the board you want the agent to write to, and set up columns:

• Customer name (Text)
• Phone (Phone)
• Call status (Status: answered / missed / interested / not interested)
• Call summary (Long Text)
• Call date (Date)

Step 3: Webhook from Callex to Monday

Each completed call can send a POST to your site’s /api/lead endpoint, which forwards the data to the Monday GraphQL API. Here’s a mutation template:

mutation {
  create_item (
    board_id: 1234567890,
    item_name: "Inbound call: Danny Cohen",
    column_values: "{\"phone\":\"+972501234567\",\"status\":\"interested\"}"
  ) { id }
}

That’s it. Calls the voice agent handles can land on the board with less manual admin.

What’s next?

• Add a Monday automation that sends an SMS to customers with an “interested” status.
• Connect Slack to a #sales channel when a status moves to “closed-won”.
• Use Views to see agent performance by hour and by day.