automation
Sockly + Monday.com
Connect Sockly with Monday.com for workflow automation and project management. Create items, update boards, and trigger automations from calls.
How It Works
- 1
Connect Sockly to Monday.com via API integration (5 minutes)
- 2
Map call types to Monday.com boards and item templates
- 3
When relevant calls come in, Sockly creates items on specified boards
- 4
Populates columns with call data, caller info, and transcripts
- 5
Triggers Monday.com automations and notifications
- 6
Assigns items to team members based on call routing rules
Features
- Board item creation from call data
- Column value population and updates
- Status and priority setting automation
- Team member assignment based on call type
- Integration with Monday.com automations
- File attachment support (call recordings)
- Multi-board workflow support
- Dashboard metric updates
Setup time: 5 minutes
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