Nooks
AI Dialer / Live Coaching
Monday CRM
CRM · Boards · Automations
Monday CRM + Nooks Integration
Connect Nooks to Monday CRM — 2 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
Nooks Triggers
E01
call_ended
Call completed with metadata
webhook
E06
ai_summary_generated
AI call summary available post-call
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
Nooks Triggers
E01
webhookcall_ended
Call completed with metadata
E06
webhookai_summary_generated
AI call summary available post-call
Monday CRM Triggers
T03
instantColumn Value Changed
Column value updated in a board
T04
instantStatus Column Changed
Status column value changed
Nooks Actions
A01
Native Salesforce sync
Bidirectional sync with Salesforce
A02
Native HubSpot sync
Bidirectional sync with HubSpot
Monday CRM Actions
A01
Create Item
Creates a new item on a board
A03
Change Column Value
Changes a specific column's value
Nooks API
POST
/webhook/call_ended
Receive call data on end
GET
/api/ai_summary/{call_id}
Get AI-generated summary
Monday CRM API
POST
/v2 (GraphQL)
Create or update board item
When an agent sets a call disposition in Nooks, 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 Nooks call event — mapped to Monday CRM fields. Highlighted fields are critical for automation:
call_id
prospect_name
prospect_phone
rep_name
call_outcome
ai_summary
transcript_url
recording_url
call_duration
timestamp