> ## Documentation Index
> Fetch the complete documentation index at: https://docs.famulor.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Monday.com Integration
> Complete Monday.com Work OS integration for item management, status updates, and board automation directly during customer calls
# Monday.com Integration Template
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.
## Overview & Features
* GraphQL-based board search
* Multi-board queries enabled
* Column value filtering
* Customer-specific item lookups
* Real-time status updates
* Column value modifications
* Priority and assignment changes
* Progress tracking integration
* Automatic task creation from conversation
* Group-based organization
* Set custom column values
* Team assignment and deadline setting
## Monday.com API & Workspace Setup
### 1. Set up Monday.com API Access
* Ensure you have admin rights in your Monday.com account
* Navigate to "Profile" → "Admin" → "API"
* Review available boards and their IDs
```yaml theme={null}
API Token Creation:
1. "Profile" → "Admin" → "API"
2. "API v2 Token" → "Generate"
3. Token Name: "Famulor Mid-Call Integration"
4. Copy the token and store it securely
5. Permissions: Read and write for relevant boards
```
```yaml theme={null}
Collect Board Information:
1. Identify relevant boards:
- Sales Pipeline Board (ID: 1234567890)
- Support Tickets Board (ID: 2345678901)
- Feature Requests Board (ID: 3456789012)
2. Document column IDs:
- Status Column: "status"
- Priority Column: "priority"
- Assignee Column: "person"
- Date Column: "date4"
3. Group IDs for organization:
- "new_group" for new items
- "topics" for standard tasks
```
* Monday.com uses GraphQL for all API operations
* Queries for fetching data (`search_monday_items`)
* Mutations for changes (`update_monday_status`, `create_monday_item`)
* Structured response handling required
## Tool 1: Search Items
### Configuration in the Famulor Interface
| Field | Value |
| -------------------------- | -------------------------------------------------------------------------------------------------------------- |
| **Name**\* | `Monday.com Items suchen` |
| **Description** | "Searches items by various criteria in Monday.com boards for status updates and follow-ups" |
| **Function Name**\* | `search_monday_items` |
| **Function Description**\* | "Searches Monday.com boards. Use this to find existing tasks, check status, or locate customer-related items." |
| **HTTP Method** | `POST` |
| **Timeout (ms)** | `5000` |
| **Endpoint**\* | `https://api.monday.com/v2` |
```json theme={null}
{
"query": "query { boards (ids: {board_ids}) { items (limit: 50) { id name column_values { id text value } created_at updated_at } } }"
}
```
### Parameter Schema for Item Search
```json theme={null}
{
"type": "object",
"properties": {
"board_ids": {
"type": "array",
"items": {"type": "integer"},
"description": "Monday.com board IDs to search",
"examples": [[1234567890], [1234567890, 2345678901]]
},
"search_term": {
"type": "string",
"description": "Search term for item names or column values (integrated into GraphQL filter)"
},
"status_filter": {
"type": "string",
"enum": ["", "Working on it", "Done", "Stuck", "Not Started"],
"description": "Filter items by status column"
},
"limit": {
"type": "integer",
"description": "Maximum number of items to return",
"default": 20,
"minimum": 1,
"maximum": 100
}
},
"required": ["board_ids"]
}
```
### Response Mapping
```json theme={null}
{
"items": "data.boards[0].items",
"totalCount": "data.boards[0].items.length"
}
```
## Tool 2: Update Status
### Configuration in the Famulor Interface
| Field | Value |
| -------------------------- | --------------------------------------------------------------------------------------------------- |
| **Name**\* | `Monday.com Status Update` |
| **Description** | "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` |
```json theme={null}
{
"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 } } }"
}
```
### Parameter Schema for Updates
```json theme={null}
{
"type": "object",
"properties": {
"board_id": {
"type": "integer",
"description": "Monday.com board ID of the item to update"
},
"item_id": {
"type": "integer",
"description": "Item ID (from previous search or known)"
},
"column_id": {
"type": "string",
"description": "Column ID to update (e.g., 'status', 'priority', 'person')",
"examples": ["status", "priority", "person", "date4", "text"]
},
"value": {
"type": "string",
"description": "New value for the column (JSON string for complex columns)"
},
"update_reason": {
"type": "string",
"description": "Reason for the update (for audit trail)",
"examples": ["Customer Call Update", "Status Change", "Priority Escalation"]
}
},
"required": ["board_id", "item_id", "column_id", "value"]
}
```
### Response Mapping
```json theme={null}
{
"itemId": "data.change_column_value.id",
"itemName": "data.change_column_value.name"
}
```
## Tool 3: Create Item
### Configuration in the Famulor Interface
| Field | Value |
| -------------------------- | ----------------------------------------------------------------------------------------------------------------------------- |
| **Name**\* | `Monday.com Item erstellen` |
| **Description** | "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` |
```json theme={null}
{
"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 } } }"
}
```
### Parameter Schema for Item Creation
```json theme={null}
{
"type": "object",
"properties": {
"board_id": {
"type": "integer",
"description": "Monday.com board ID where the item should be created"
},
"group_id": {
"type": "string",
"description": "Group/section ID within the board (e.g., 'new_group', 'topics')",
"examples": ["new_group", "topics", "this_week", "next_week"]
},
"item_name": {
"type": "string",
"description": "Name of the new item/task"
},
"column_values": {
"type": "string",
"description": "JSON string with column values for initialization",
"examples": [
"{\"status\": {\"label\": \"Working on it\"}, \"priority\": {\"label\": \"High\"}}",
"{\"person\": {\"personsAndTeams\": [{\"id\": 12345}]}, \"date4\": {\"date\": \"2024-01-20\"}}"
]
},
"customer_name": {
"type": "string",
"description": "Customer name for item categorization (inserted into a text column)"
},
"phone_number": {
"type": "string",
"description": "Customer contact for follow-ups (inserted into a text column)"
},
"priority": {
"type": "string",
"enum": ["Critical", "High", "Medium", "Low"],
"description": "Priority level based on conversation context",
"default": "Medium"
},
"due_date": {
"type": "string",
"format": "date",
"description": "Deadline for the task (YYYY-MM-DD)"
},
"estimated_hours": {
"type": "number",
"description": "Estimated working hours",
"minimum": 0.5,
"maximum": 100
}
},
"required": ["board_id", "item_name"]
}
```
## Practical Use Cases
### Scenario 1: Customer Support Workflow
```yaml theme={null}
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
}
}
}
}
```
```yaml theme={null}
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
}
}
```
### Scenario 2: Sales Pipeline Management
**Sales Call Workflow**:
```yaml theme={null}
Customer shows interest in demo:
create_monday_item:
board_id: 1234567890 # Sales Board
group_id: "new_leads"
item_name: "Demo Request - Example Inc."
column_values: "{
\"status\": {\"label\": \"Working on it\"},
\"priority\": {\"label\": \"High\"},
\"person\": {\"personsAndTeams\": [{\"id\": 12345}]},
\"date4\": {\"date\": \"2024-01-20\"},
\"text\": \"Customer: Max Mustermann, Phone: +49123456789\"
}"
Outcome:
- Item created in Sales board
- Automatic assignment to sales rep
- Deadline set for demo preparation
- Customer contact data stored
```
**Pipeline updates during conversation**:
```yaml theme={null}
Deal progress update:
Customer: "We've approved the budget!"
AI: "Great! Updating deal status..."
update_monday_status (Status):
column_id: "status"
value: "{\"label\": \"Contract Negotiation\"}"
update_monday_status (Budget):
column_id: "budget_approved"
value: "{\"checked\": \"true\"}"
update_monday_status (Notes):
column_id: "text"
value: "Budget approved in call on {date} – ready for contract phase"
```
### Scenario 3: Project Coordination
```mermaid theme={null}
sequenceDiagram
participant C as Customer
participant AI as AI Assistant
participant M as Monday.com
participant T as Team
participant N as Notifications
C->>AI: "We need Feature X by month-end"
AI->>M: search_monday_items (Feature X exists?)
M-->>AI: No existing items found
AI->>M: create_monday_item (New Feature Request)
M-->>AI: Item created (ID: 789)
AI->>M: update_monday_status (Priority: High)
M-->>AI: Status updated
AI->>T: Automatic team assignment notification
AI->>N: Slack/Teams notification
AI->>C: "Feature request has been created – ID: FEAT-789"
Note over M: Board updates visible to entire team
Note over T: Development planning can start
```
## GraphQL Queries & Mutations in Detail
### Advanced Search Queries
```graphql theme={null}
query SearchCustomerItems($boards: [Int!], $customerName: String!) {
boards(ids: $boards) {
id
name
items(limit: 50) {
id
name
column_values {
id
text
value
}
created_at
updated_at
}
}
}
```
**Use for Customer Lookup**:
* Search customer name in text columns
* Apply status filter
* Cross-board search supported
```graphql theme={null}
query GetOpenTasks($boardId: Int!, $statusLabel: String!) {
boards(ids: [$boardId]) {
items {
id
name
column_values(ids: ["status"]) {
... on StatusValue {
text
label
color
}
}
}
}
}
```
### Complex Column Value Updates
```json theme={null}
{
"Status": "{\"label\": \"Working on it\"}",
"Priority": "{\"label\": \"High\"}",
"Checkbox": "{\"checked\": \"true\"}"
}
```
```json theme={null}
{
"Person Assignment": "{\"personsAndTeams\": [{\"id\": 12345, \"kind\": \"person\"}]}",
"Date Column": "{\"date\": \"2024-01-20\"}",
"Timeline": "{\"from\": \"2024-01-20\", \"to\": \"2024-01-25\"}"
}
```
```json theme={null}
{
"Long Text": "Detailed description from customer call...",
"Numbers": "{\"number\": 50000}",
"Email": "{\"email\": \"customer@example.com\", \"text\": \"Max Mustermann\"}"
}
```
## Response Processing
### Item Search Response
```json theme={null}
{
"data": {
"boards": [
{
"items": [
{
"id": "987654321",
"name": "Demo Request - Example Inc.",
"column_values": [
{
"id": "status",
"text": "Working on it",
"value": "{\"label\": \"Working on it\", \"color\": \"#fdab3d\"}"
},
{
"id": "person",
"text": "Sales Team",
"value": "{\"personsAndTeams\": [{\"id\": 12345, \"kind\": \"person\"}]}"
}
],
"created_at": "2024-01-15T10:30:00Z",
"updated_at": "2024-01-15T14:20:00Z"
}
]
}
]
}
}
```
### Natural Language Integration
**Template**: `"{{totalCount}} items found. Top results: {{items[0].name}}, {{items[1].name}}"`
**Advanced Interpretations**:
```yaml theme={null}
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."
```
**Status Update Template**: `"Status updated for: {{itemName}}"`
**Creation Template**: `"Task created: {{itemName}} (ID: {{itemId}})"`
**Business Context Integration**:
```yaml theme={null}
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."
```
## Advanced Monday.com Features
### Automation & Workflows
```yaml theme={null}
Board Automation Integration:
When mid-call item is created:
→ Automatic email notification to assignee
→ Slack notification in team channel
→ Due date reminder 24 hours prior
When status = "Done":
→ Customer notification via email
→ Move item to "Completed" group
→ Archive after 30 days
When priority = "Critical":
→ Immediate manager notification
→ Auto-assign to senior team member
→ SLA timer activation
```
```yaml theme={null}
Multi-board workflows:
Sales-Support Bridge:
Sales item → Create linked support item
Support resolution → Update sales status
Development Planning:
Feature request → Create epic in dev board
Epic progress → Update customer communication board
Customer Success Tracking:
Support issue → Create customer success follow-up item
Project milestone → Create customer check-in
```
### Advanced Column Types
```yaml theme={null}
Customer Database Integration:
Customer Info Columns:
- "Customer Name": Text field
- "Contact Email": Email field
- "Phone Number": Phone field
- "Company Size": Dropdown (Small/Medium/Large)
- "Industry": Dropdown (Tech/Healthcare/Finance/...)
Business Context:
- "Deal Size": Numbers (€)
- "Urgency": Rating (1-5 stars)
- "Last Contact": Date
- "Next Follow-up": Date
```
```yaml theme={null}
Project Management Columns:
Progress Tracking:
- "Completion %": Progress bar
- "Time Spent": Time tracking
- "Budget Used": Numbers with currency
Dependencies:
- "Blocked By": Connect boards (Dependencies)
- "Related Items": Connect boards (Same board)
- "Parent Epic": Connect boards (Cross-reference)
Quality Assurance:
- "Review Status": Dropdown
- "Testing Notes": Long text
- "Acceptance Criteria": Checklist
```
## Performance & Analytics
### Monday.com Integration KPIs
| Metric | Description | Target Value |
| ------------------------------ | ---------------------------------------- | ------------- |
| **Item Creation Success Rate** | % of successfully created items | >99% |
| **GraphQL Query Performance** | Average response time | \<1.5 seconds |
| **Update Success Rate** | % of successful column updates | >98% |
| **Team Adoption Rate** | % of mid-call originated items processed | >85% |
### Business Impact Tracking
```yaml theme={null}
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"
```
```yaml theme={null}
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 Handling
### Monday.com GraphQL Errors
```yaml theme={null}
Error: "Invalid authentication credentials"
Cause: API token invalid or expired
Fallback:
"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
```
```yaml theme={null}
Error: "Resource not found"
Possible causes:
- Incorrect or deleted board ID
- Item ID does not exist
- Insufficient permissions
Intelligent fallback:
- Try alternative board IDs
- Use default board for new items
- Notify admin of configuration issue
```
```yaml theme={null}
Error: "Query error: Syntax error"
Handling:
- Fallback to simpler query
- Parameter validation before API call
- Dynamic query building with error checking
Recovery 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.
Related pages: [Introduction](/en/automation-platform/introduction) and [Building Flows](/en/automation-platform/building-flows), and [Debugging Runs](/en/automation-platform/debugging-runs).
Need a whole toolset instead of building HTTP actions one by one? Connect an external **MCP server** — tools are discovered automatically. See [MCP Servers](/en/platform/mcp-servers).