Each phone call becomes a monday.com item your team can own
GreetKeeper answers and writes up the call. Its webhook starts a Zap, and monday.com's Create Item action puts it on the board.
Caller
“We'd like a quote for moving a two-bedroom apartment across town on the 15th. There's a piano, and the new place is on the third floor.”
What happened next
- Captured the caller's name, number, email and both addresses
- Asked your quote questions: date, size of the move, stairs and heavy items
- Sent the call to monday.com as a new item on your quotes board
How GreetKeeper connects to monday.com
Three states, and we publish the one that is true rather than the one that reads best.
| Tool | How it connects | What that means |
|---|---|---|
| monday.com | Through Zapier |
What monday.com is, and which Zapier actions it has
monday.com is a work management platform built on boards. Each row is an item, and each column holds a status, a person, a date or a number. Your team moves items along as the work gets done.
Four write actions on its Zapier listing suit a phone call: Create Item, Create Subitem, Create Update and Update Item. A Find Items search looks up a row that already exists.
That makes it a good home for calls that start a piece of work. Quote requests, service tickets, bookings and callbacks all fit the board you already run.
How a call lands on your monday.com board
GreetKeeper sends one signed webhook when the call ends. You choose the board and the columns in Zapier.
Create Item adds a row named after the caller, with their phone, email and street address mapped to the matching columns. Put the requested date in a date column and your status column can start at New call.
Create Update posts GreetKeeper's short summary and the transcript link to that item. Anyone who opens the row reads what the caller wanted without replaying anything.
Intake answers can go into their own columns, or into a Create Subitem per question when a quote has several parts. For a returning customer, Find Items locates their existing row first and Update Item writes the new call against it.
Connecting GreetKeeper to monday.com
Decide which board takes phone calls before you open Zapier. The rest follows from that.
Match your intake questions to your columns
If the board has columns for move date, size and stairs, ask those three things on the call. Every answer then has a place to go.
Start the Zap with Webhooks by Zapier
Catch Hook needs a paid Zapier plan (Professional or above). Copy the hook address into GreetKeeper's webhook setting.
Add Create Item and Create Update
Connect monday.com in Zapier, choose the board and group, and map each column. Then post the summary and transcript link with Create Update.
Call in a test job
Ring your own line with a realistic request. Open the board and check the new item, its columns and the update.
Getting more from calls on monday.com
Ask GreetKeeper to sort callers by what they need. It routes by the reason for calling, and that reason travels in the webhook, so your Zap can drop quotes and service calls into different groups.
Use monday.com's own automations to assign the new item to whoever's on duty. The call then has an owner the moment it lands.
GreetKeeper also texts the on-call person with the caller's details, so an urgent request gets a human even before someone opens the board.
Questions about monday.com and GreetKeeper
Can a call update an existing monday.com item?
Yes. Add Find Items to look up the caller's row, then Update Item or Create Update to add the new call. A brand-new caller gets a fresh item from Create Item.
Which Zapier plan does monday.com need here?
A paid Zapier plan, Professional or above, because the Zap starts with Webhooks by Zapier and its Catch Hook trigger. monday.com's own Zapier actions do the writing.
Can calls go to different boards?
Yes. Add a Filter step in Zapier on the reason for calling, with one Zap per board. Quotes go to one board and service calls to another.
Put a test call on your board
Ask it for a quote and watch the item appear in monday.com. 14 days free, every feature on, no card.