Soon CRM and work management
monday.com + MoreSend: Your monday.com boards update from conversations, and conversations update from your boards
This connection is being built. This is how it will work once it ships. Until then, you can connect any system with an API through Tools.
What you’ll be able to do
The robot and your reps work with monday.com from inside the conversation.
- The robot finds a board item by phone, email or order number
- A new item from a lead or request, in the group and columns you choose
- Update columns, move between groups and post an update on an item
- A board as robot knowledge, such as a price list or FAQ
Controls and approvals
- Creating and updating items waits for a rep’s approval
- A customer sees only their own items, matched exactly by phone or email
- No personal details are pulled from public boards
Events that start a flow
Each of these events can start a Studio flow.
- Item created
- Status changed to a given label
- A given column changed
- New update on an item
Ready-made flows
Start from a template and adapt it to your business.
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New lead to a board item
Every lead from WhatsApp, Instagram or your site opens as an item, with everything collected.
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Status changed, the customer knows
When someone updates a status on the board, the customer gets a message automatically.
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Ticket resolved, satisfaction survey
When a service item moves to “Done”, a short survey goes out.
More in this category
- Fireberry · Soon
- Bmby · Soon
- Surense · Soon
Want monday.com first?
Tell us how you work with monday.com, and we’ll let you know the moment the connection is ready. Meanwhile, we’ll show you what works today.