RevSquared + Monday.com.
Connect RevSquared to Monday.com through Zapier or n8n to automatically create items, update columns, and track call-based workflows across your Monday boards. From sales pipelines to support queues, Monday.com boards adapt to how your team works.
How RevSquared Works With Monday.com.
Connect RevSquared to Monday.com through Zapier or n8n to automatically create items, update columns, and track call-based workflows across your Monday boards.
Monday.com gives teams a visual, customizable workspace for managing any type of work. When your AI phone agent handles a call, the structured call data flows into Monday as a new item on the right board with all columns populated — caller info, call summary, status, priority, and assignee.
From sales pipelines to support queues to project intake, Monday.com boards adapt to how your team works. Your AI receptionist feeds data into that system so nothing discussed on a phone call gets lost or forgotten.
What This Integration Does.
Every feature built to keep your business running without you on the phone.
Auto-Create Items
Build a Zap to create Monday.com items from AI-handled calls
Populate Columns
Create a workflow to populate Monday columns with call data fields
Set Status & Priority
Build a Zap to set item status and priority from call outcomes
Assign Team Members
Create a workflow to assign team members based on call routing rules
Update Existing Items
Build a Zap to update existing items from follow-up call data
Trigger Monday Automations
Create a workflow to trigger Monday automations from new call items
Getting Started.
You'll be connected in minutes, not days.
Connect RevSquared and Monday.com through your Zapier or n8n account
Select which Monday board and group receive items from AI calls
Map RevSquared call data to Monday columns — text, status, people, date, and custom fields
New items appear on your Monday board automatically after every qualifying call
Real-World Use Cases.
Businesses like yours are already using this integration.
Service Request Pipeline
A home services company's AI agent takes service calls. Each call creates a Monday item with the customer name, issue type, address, and preferred time — landing in the 'New Requests' group for dispatchers to assign and schedule.
Sales Lead Management
A B2B company's AI receptionist qualifies leads. An n8n workflow creates Monday items with deal size, decision timeline, and contact info. The sales team manages the pipeline by moving items across status columns.
Client Onboarding Tracking
An accounting firm's AI agent handles new client calls. A Zap creates a Monday item on the onboarding board with the client's business type, services needed, and document checklist — triggering the firm's standard onboarding workflow.
Frequently Asked Questions.
Everything you need to know about this integration.
How does RevSquared integrate with Monday.com?
+
Can I map AI call data to custom Monday columns?
+
Can different call types go to different Monday boards?
+
Related Integrations.
Ready to Connect RevSquared + Monday.com?
Build a custom AI phone agent in under 5 minutes. No credit card required.