monday.com + Smith.ai Chat

Create items in Monday from new chats in Smith.ai Chats

New leads captured by your Smith.ai chat widget often turn into projects. This integration creates items in Monday.com after chat conversations in Smith.ai Chats. According to the way you customize your Monday.com items, you can add lead names, emails, phone numbers, chat transcripts, and much more. Sync website chats with your project management tool so your team can easily collaborate and follow up faster.

New leads captured by your Smith.ai chat widget often turn into projects. This integration creates items in Monday.com after chat conversations in Smith.ai Chats. According to the way you customize your Monday.com items, you can add lead names, emails, phone numbers, chat transcripts, and much more. Sync website chats with your project management tool so your team can easily collaborate and follow up faster.

  1. When this happens...
    Smith.ai ChatSmith.ai Chat
    New Chat

    Triggers when a new chat is created.

    TriggerScheduled
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Smith.ai Chat triggers, actions, and search

    New Chat

    Triggers when a new chat is created.

    Trigger
    Scheduled
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Scheduled
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Help

Related categories

  • Project Management

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smithai-chat logo
smithai-chat logo

About Smith.ai Chat

Smith.ai Chat is a live chat + AI chatbot service. Capture more quality leads for your businesses via web chat, text message, and Facebook.
Help

Related categories

  • Customer Support