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Frequently Asked Questions about 8x8 + monday.com integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with 8x8 and monday.com
How does the 8x8 and monday.com integration work?
The integration allows you to connect 8x8 with monday.com through triggers and actions. For example, when a new call is received in 8x8, it can trigger the creation of an item in monday.com, allowing for seamless task tracking.
What triggers are available for 8x8 in this integration?
Available triggers include receiving a new call, voicemail, or SMS message in 8x8. These can prompt actions in your monday.com boards, such as creating or updating items to keep everyone informed.
Can I automate task creation in monday.com from an 8x8 call?
Yes, you can set up automation so that whenever a call is received through 8x8, a new item is automatically created in your specified monday.com board. This helps keep your team updated on client interactions instantly.
Are there specific actions I can perform in monday.com when using the integration?
Actions you can perform include creating new items, updating existing ones, changing group assignments, and setting due dates based on different triggers from 8x8 like calls or voicemails.
Is it possible to update an existing item in monday.com based on a trigger from 8x8?
Absolutely, you can configure the integration so that any update from an 8x8 interaction—like an incoming call—will modify an existing item within monday.com. This might involve changing statuses or adding notes derived from the interaction.
Do I need technical expertise to set up the integration between 8x8 and monday.com?
No technical expertise is required. We provide a user-friendly interface that guides you through connecting both platforms using predefined triggers and actions. You just select what you need from drop-down menus.
Can I customize notifications in monday.com based on interactions from 8x8?
Yes, notifications can be customized. For example, if a high-priority call is received in 8x8, team members can receive immediate updates on their dashboards within monday.com, ensuring quick follow-ups.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.