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Abby is more than receptionists answering the phone. Discover our top features and see how we support your business, every step of the way.

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With Abby Connect’s app and portal, detailed caller data is at your fingertips. Access your customer communications anytime, anywhere. Experience the cutting-edge technology that elevates Abby’s receptionist services.

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Abby Connect and monday.com Integration

The Abby Connect AI receptionist integration with monday.com through Zapier creates a new task from each captured call record, including caller ID, call start time and receptionist notes. By turning conversations into actionable work items, your team can track follow-ups in one place and reduce manual data entry during client intake.

Use Cases

Task Creation from Client Calls: When Abby Connect logs a New Call Record, Zapier creates a task in monday.com with the caller ID, notes and call start time. Your sales team can then review the task and manage follow-ups directly within their project board.
Issue Tracking for Message Requests: When a New Message is received by the Abby Connect AI receptionist, Zapier creates an issue in monday.com using the caller name and case type, if available. Support teams can review each issue, add updates and ensure every client request is resolved promptly.
Project Cards from Logged Calls: When Abby Connect logs a New Call Record, Zapier creates a project card in monday.com capturing the caller ID, notes and receptionist name. Your project managers can organize these cards, assign owners and plan next steps without re-entering call details.
Add Call Notes as Project Comments: Your office staff get automatic context when Zapier adds Abby Connect call notes as comments on existing monday.com items. This keeps communication details visible to all collaborators and helps the team stay aligned.

Features

Create Tasks from Calls: When a New Call Record is logged in Abby Connect, Zapier creates a task in monday.com with caller ID and notes so teams can review and act on each conversation.
Issue Creation from Messages: A New Message in Abby Connect triggers a new issue in monday.com that includes the caller name and case type if available, helping teams track client requests accurately.
Automatic Call Logging Comments: Zapier adds a comment to an existing monday.com item using notes from each New Call Record, allowing teams to keep project updates tied to real client interactions.

Resources

FAQs

How does the Abby Connect and monday.com integration work?

The integration uses Zapier to create work items in monday.com whenever Abby Connect logs a New Call Record or receives a New Message. Caller ID and notes are sent so your team can track follow-ups directly in project boards.

Is the Abby Connect to monday.com integration one-way?

Yes. This is a one-way connection through Zapier. Abby Connect sends data to monday.com, but no information flows back to Abby Connect or changes its records.

Which triggers are available for this integration?

Two triggers are available in Zapier: New Call Record and New Message. Each trigger can create or update work items in monday.com such as tasks, issues, or project cards.

What steps are required to set up the integration?

To set up, sign in to Zapier, connect your Abby Connect account using the API key from my.abby.com under Settings, Integrations, Zapier, then link your monday.com account and choose the desired trigger and action.

Can teams customize what information appears in monday.com?

Yes. Teams can map Abby Connect fields like caller ID and notes to their monday.com board columns. Configurable fields such as caller name or case type can also be included if available to match your board layout.

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