CallTools
Predictive / Preview / Power Dialer
Monday CRM
CRM · Boards · Automations
Monday CRM + CallTools Integration
Connect CallTools to Monday CRM — 4 trigger events, 2 CRM actions, full field mapping and real-time sync. Custom-built, production-grade. Live in 5–10 business days.
Automation Builder — Real Triggers & Actions
Click any event to select
CallTools Triggers
E01
call_completed
Call ended with disposition
webhook
E02
call_missed
Inbound call not answered
webhook
E06
disposition_set
Agent sets disposition after call
webhook
E07
dnc_flagged
Number added to DNC list
webhook
Monday CRM Actions
A01
Create Item
Creates a new item on a board
action
A03
Change Column Value
Changes a specific column's value
action
Field Mapping
Dialer
→
CRM
contact_phone
→
Contact.Phone / Lead.Phone
contact_name
→
Contact.Name / Lead.Name
contact_email
→
Contact.Email / Lead.Email
call_direction
→
Activity.Type (Inbound/Outbound)
call_duration
→
Activity.Duration
disposition
→
Contact.Lead_Status / Deal.Stage
notes
→
Activity.Notes / Call.Description
recording_url
→
Activity.Recording / Custom Field
agent_name
→
Activity.Owner / Task.Assigned_To
timestamp
→
Activity.Date / Call.Date
voicemail_url
→
Activity.Voicemail / Custom Field
campaign_name
→
Lead.Source / Contact.Campaign
ai_summary
→
Activity.Notes / Custom Field
CallTools Triggers
E01
webhookcall_completed
Call ended with disposition
E02
webhookcall_missed
Inbound call not answered
E06
webhookdisposition_set
Agent sets disposition after call
E07
webhookdnc_flagged
Number added to DNC list
Monday CRM Triggers
T03
instantColumn Value Changed
Column value updated in a board
T04
instantStatus Column Changed
Status column value changed
CallTools Actions
A01
Create Contact
Create or update contact in CallTools
A03
Add to Campaign
Add contact to dialing campaign
A05
Add to DNC
Add number to Do Not Call list
Monday CRM Actions
A01
Create Item
Creates a new item on a board
A03
Change Column Value
Changes a specific column's value
CallTools API
POST
/contacts
Create or update contact
POST
/campaigns
Manage campaign lists
GET
/calls/{callId}
Get call details + recording
POST
/dnc
Add number to DNC list
Monday CRM API
POST
/v2 (GraphQL)
Create or update board item
When an agent sets a call disposition in CallTools, the automation maps it to the correct Monday CRM action:
| Disposition | CRM Stage / Action | Stage |
|---|---|---|
| Interested | Move deal stage → Qualified | SQL / Qualified |
| Booked / Meeting Set | Create calendar event + stage update | Meeting Scheduled |
| Not Interested | Update contact status → Disqualified | Disqualified |
| No Answer | Re-queue + follow-up task or SMS | Attempted (retry) |
| Voicemail Left | Set contact status → Attempted | Attempted |
| Callback Requested | Create CRM task → Schedule Callback | Callback Scheduled |
| Wrong Number | Flag phone field as invalid | Invalid |
| DNC Requested | Set opt-out flag + suppress contact | Opted Out |
| Busy | Re-queue with delay timer | Re-queue |
All fields passed on every CallTools call event — mapped to Monday CRM fields. Highlighted fields are critical for automation:
call_id
agent_name
contact_phone
contact_name
contact_email
call_duration
disposition
notes
recording_url
campaign_name
timestamp