Integrate Monday.com Work OS into your Mid-call Actions with three powerful features: searching items, updating status, and creating new items. Perfect for team coordination, project tracking, and agile workflows.
”Updates the status or other column values of a Monday.com item”
Function Name*
update_monday_status
Function Description*
“Updates a Monday.com item. Use this to change task status, update assignees, or modify deadlines.”
HTTP Method
POST
Timeout (ms)
5000
Endpoint*
https://api.monday.com/v2
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{ "query": "mutation { change_column_value (board_id: {board_id}, item_id: {item_id}, column_id: \"{column_id}\", value: \"{value}\") { id name column_values { id text value } } }"}
”Creates a new item (task) in a Monday.com board based on conversation content”
Function Name*
create_monday_item
Function Description*
“Creates a new item in Monday.com. Use this for action items, follow-up tasks, or customer requests resulting from the call.”
HTTP Method
POST
Timeout (ms)
5000
Endpoint*
https://api.monday.com/v2
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{ "query": "mutation { create_item (board_id: {board_id}, group_id: \"{group_id}\", item_name: \"{item_name}\", column_values: \"{column_values}\") { id name created_at column_values { id text value } } }"}
Customer: "My ticket SUP-123 – any updates?"AI: "Checking your ticket..."search_monday_items: board_ids: [2345678901] # Support Board search_term: "SUP-123"GraphQL Query: query { boards (ids: [2345678901]) { items (limit: 50) { id name column_values { id text value } } } }
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Status Update Based on Conversation
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If problem resolved: AI: "Marking your ticket as completed..."update_monday_status: board_id: 2345678901 item_id: 987654321 # From search result column_id: "status" value: "{\"label\": \"Done\"}"GraphQL Mutation: mutation { change_column_value ( board_id: 2345678901, item_id: 987654321, column_id: "status", value: "{\"label\": \"Done\"}" ) { id name } }
query SearchCustomerItems($boards: [Int!], $customerName: String!) { boards(ids: $boards) { id name items(limit: 50) { id name column_values { id text value } created_at updated_at } }}
Use for Customer Lookup:
Search customer name in text columns
Apply status filter
Cross-board search supported
Status-Based Filtering
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query GetOpenTasks($boardId: Int!, $statusLabel: String!) { boards(ids: [$boardId]) { items { id name column_values(ids: ["status"]) { ... on StatusValue { text label color } } } }}
Template: "{{totalCount}} items found. Top results: {{items[0].name}}, {{items[1].name}}"Advanced Interpretations:
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When items found: "I found 3 relevant tasks. Your demo request with Example Inc. is currently in progress and being handled by our sales team."When no items: "I couldn't find any matching tasks. Should I create a new one?"With status context: "Your support ticket has been in progress since yesterday. The team is actively working on a solution."
With team assignment: "The task was created and assigned to the development team."With deadline: "Feature request scheduled with a due date at the end of January."With priority escalation: "Support ticket marked as high priority and is being addressed urgently."
Board Automation Integration:When mid-call item is created: → Automatic email notification to assignee → Slack notification in team channel → Due date reminder 24 hours priorWhen status = "Done": → Customer notification via email → Move item to "Completed" group → Archive after 30 daysWhen priority = "Critical": → Immediate manager notification → Auto-assign to senior team member → SLA timer activation
Cross-Board Integration
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Multi-board workflows:Sales-Support Bridge: Sales item → Create linked support item Support resolution → Update sales statusDevelopment Planning: Feature request → Create epic in dev board Epic progress → Update customer communication boardCustomer Success Tracking: Support issue → Create customer success follow-up item Project milestone → Create customer check-in
Productivity Metrics: - Reduced time from conversation to task assignment - Higher follow-up rate through automatic item creation - Improved team coordination through structured data - Fewer "forgotten action items"
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Customer Experience Impact
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Customer Satisfaction: - Faster problem resolution via immediate ticket creation - Greater transparency through item status sharing - Proactive updates via automation rules - Reduced "lost in system" experiences
Error: "Invalid authentication credentials"Cause: API token invalid or expiredFallback: "Monday.com synchronization is currently unavailable. I’m logging the task for manual creation."Resolution: - Check and renew API token - Validate account permissions - Verify board access rights
Board/Item Not Found
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Error: "Resource not found"Possible causes: - Incorrect or deleted board ID - Item ID does not exist - Insufficient permissionsIntelligent fallback: - Try alternative board IDs - Use default board for new items - Notify admin of configuration issue
GraphQL Syntax Errors
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Error: "Query error: Syntax error"Handling: - Fallback to simpler query - Parameter validation before API call - Dynamic query building with error checkingRecovery strategy: "There was a technical issue with the Monday.com integration. Using an alternative method."
GraphQL Complexity: Monday.com uses GraphQL which requires more complex query structures. Test all queries thoroughly in the Monday.com API Playground before using in production.
Productivity Tip: Use Monday.com automation rules combined with Mid-call Actions to achieve full workflow automation. This maximizes the ROI of your integration.
