How does Abby Connect integrate with monday.com?
Abby Connect integrates with monday.com through Zapier. When a new call record or message is created in Abby, the data can be sent automatically to monday.com as an item, task, or update. The flow is always one-way from Abby to monday.com.
What information from calls can be sent to monday.com?
Call records can include notes, transfer number, called number, receptionist name, caller ID, and call start date and time. Messages can also send customizable fields, such as case type, caller location, or other caller details.
Can monday.com update or change anything inside Abby?
No, the integration is one-way only. Abby Connect does not accept updates, changes, or new records from monday.com. It only triggers actions in monday.com using new call records or new messages from Abby.
What do I need to set up the Abby-monday.com connection?
You need a Zapier account, plus the API key from your Abby portal at my.abby.com under Settings, Integrations, Zapier. Once connected in Zapier, you can create workflows that send call data directly into your monday.com boards.
What are the available triggers for automation?
The Abby integration provides two triggers: New Call Record and New Message. These triggers send the associated call or message data through Zapier, which you can map to fields in your monday.com boards and workflows.