Integration · Beta
Sainer × monday.com
Treat your contacts board as a lightweight CRM: inbound numbers match to items so the AI greets callers by name, and every call ends up where your team already lives — as an update, as columns, or both.
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monday.com in your workflow
Before and after the call
Before the call
Sainer matches callers against your monday.com contacts board.
- Phone match with multi-format normalisation and country-code verification (no cross-border false positives)
- Returns name, email, company and a deep-link to the monday item
- Skips cleanly on rate-limit or complexity errors so the call still goes through
After the call
Every call lands on the right monday item — or a fresh one.
- CRM-style upsert: write to the matched item, or create a new item with your name template
- Three storage modes: post an update (comment), write to discrete columns, or both
- Templated HTML body with `{summary}`, `{transcript}`, `{analysis}`, `{call_url}`, `{outcome}` placeholders
Getting started
How it works
- 1
Connect monday.com via OAuth
Authorise Sainer from the admin. No manual API tokens needed.
- 2
Map your boards and columns
Pick your contacts board and phone column for lookups, then the record board for call outcomes. Map any extra columns you want filled.
- 3
Choose a storage mode and publish
Pick update, columns or both. Set the update template and the name template for new items. Publish and you're live.
Ready to get started?
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