Nimbata’s monday.com integration puts your phone calls on your monday.com boards. When someone calls one of your tracking numbers, Nimbata can create an item for the caller on the board you choose, fill its columns with call details, and post a note to the item’s updates. When the caller is already on a board, Nimbata can update their item instead. Inside monday.com, Nimbata’s item view lists the calls from an item’s phone number, with a link to each call in Nimbata.

Before you start

Permissions
monday.com, under Integrations, in your Nimbata role
  • A monday.com account, and access to the boards you want calls on.
  • The monday.com tile on your Nimbata Integrations page. monday.com is not yet available on every Nimbata account, and on a plan that does not include it, Go to integration offers an upgrade instead.
  • The Nimbata project whose calls you want to send: the integration is set up per project.

Install and connect

Nimbata needs two things in monday.com: its app installed in your monday.com account, and a connection between that account and a Nimbata project. Connecting from Nimbata does both.

  1. 1Open the monday.com integration

    In Nimbata, go to Integrations, check that the right project is open, and click Go to integration on the monday.com tile (1).

    Integrations

    monday.com
    Create and update items on your monday.com boards automatically when your phone rings.
    Open the monday.com tile (1).

  2. 1Click Add to monday

    Click Add to monday at the top of the page (1).

    monday.com

    Create and update items on your monday.com boards automatically when your phone rings.

    Add to monday1
    monday.com Settings 1

    Caller not found

    0 actions configured

    Caller found

    0 actions configured

    Click Add to monday (1). The two sections below fill in once monday.com is connected.

  3. Install and authorize the app

    monday.com opens in a pop-up. If the Nimbata app is not installed in your monday.com account yet, monday.com asks you to install it first. Then allow Nimbata access: it asks to read and write your boards, post updates, and read your account and its users.

  4. Check the connected account

    Back in Nimbata, the page shows the name of your monday.com account next to monday.com.

If you installed Nimbata from the monday.com marketplace

Installing the app from the monday.com marketplace adds it to your monday.com account, but does not connect it to a Nimbata project. Connect it from Nimbata with Add to monday, as above.

If monday.com sends you on to Nimbata after the install, sign in to Nimbata if asked. The monday.com integration opens with a Finish connecting monday.com banner that names your monday.com account and the open project: check that it is the right project and click Connect (1). Nimbata confirms with “monday.com connected.” and offers Back to monday.com. Finish within 10 minutes, or the request expires and you connect again with Add to monday.

Finish connecting monday.comConnect the monday.com account “Harbor & Pine Plumbing” to the project “Harbor & Pine”.
Check the account and the project in the banner, then click Connect (1).

Configure monday.com

In Nimbata, your monday.com boards are what Nimbata writes to, and each board’s columns are the fields it fills. Nimbata reads them live from your account, so a new board or column is there the next time you open the page.

Each setup, such as monday.com Settings 1, has two sections: Caller not found, what Nimbata creates when the caller is not on your board, and Caller found, what it does when they are. There is no default configuration: you choose the boards and columns. To send different calls to monday.com in different ways, click Set up monday.com to add another setup; each workflow picks the setup it sends.

  1. 1Choose what a new caller creates

    In Caller not found, click Add board (1) and pick the board for new callers. Then click Add column for each column to fill, and choose the call fields or your own text that go into it. Besides the board’s columns, you can fill:

    • Item Name: the item’s name. If you leave it out, Nimbata names the item after the first phone, email or text value you mapped.
    • Update (note): a note posted to the item’s updates, for example the tracking source and a link to the recording.
    • Group: the group the item goes into, on a board with more than one group.

    Caller not found

    Choose what to create when the caller is not already in monday.com.

    Create
    Leads✕
    Item Name
    nCaller ID✕✕
    Phone
    nCaller ID✕✕
    Status
    New lead✕✕
    Source
    nConfigured Tracking Source✕✕
    Update (note)
    Tracking Number:✕nTracking Number Friendly Name✕✕
    Select field
    Add board1
    Caller not found: a new item on the Leads board, with its columns and a note. Add board (1) adds another board.

  2. 1Configure what happens when a caller is found

    In Caller found:

    1. Pick the Board and the Phone column (1) that Nimbata searches for the caller’s number. Until you pick them, every call creates a new item instead of updating the one already on the board.
    2. Choose how to handle duplicates (2), when the caller’s number is on more than one item: Handle first, Handle all or Ignore all.
    3. Add the board to update, the same board as in the matching settings, and on its Update tab (3) map the columns to change on the caller’s item. Mapping Item Name renames the item; mapping only Update (note) adds a note to the item without changing its columns. The Create tab adds a new item instead, even when the caller is found.

    Caller found

    Choose what to update when the caller already exists in monday.com.

    Which board and phone column should we search to recognise a caller? Until one is chosen, every call creates a new item instead of updating the one already on the board.

    Board
    Leads
    Phone column
    Phone1

    If a Caller ID is found in multiple objects, which entity should be enriched?

    Item

    When the same Caller ID is found multiple times within the same object, how would you like our app to handle the call event?

    Handle firstHandle allIgnore all
    2
    CreateUpdate3
    Leads✕
    Status
    Called again✕✕
    Update (note)
    Called again from✕nConfigured Tracking Source✕✕
    Add board
    Pick the board and phone column to search (1) and how to handle duplicates (2), then map what to change on the Update tab (3).

Note

Nimbata can fill text, long text, phone, email, numbers, status, dropdown, date, link, country and hour columns. A status or dropdown label that does not exist yet is added to the column. When a value does not fit its column (letters in a numbers column, say), Nimbata still writes the item and names the columns it left out in the result.

Test the integration

  1. Click Send Test and Save

    Click Send Test and Save at the bottom of the page. A panel opens with a box for each call field your setup uses, filled in from your project’s latest call.

  2. Send a test event

    Change the values if you like, keep a Caller ID, and click Send event. The test runs exactly like a call and writes to your board: if the Caller ID is found in the phone column you chose, your Caller found actions run, otherwise your Caller not found actions. The panel shows the result, such as “Item created successfully in Leads. ID: …”, or “Nothing to do.” when that path has nothing set up.

  3. Save the setup

    Click Save, and delete any test items you do not want to keep on the board.

Send calls with a workflow

Nimbata sends a call to monday.com when a workflow with a monday.com action runs for it. A workflow that runs when a call ends, with no filter, sends every call, and its filters (for example call outcome or tracking number) narrow it down. monday.com is available in workflows for inbound and outbound calls, not for forms or text messages.

  1. Create a workflow

    Go to Workflows, click Create and choose From Scratch. Keep the Inbound Call trigger with Call Ends, and add any filters you need.

  2. 1Add the monday.com action

    Click the + plus sign, select Perform action, and choose monday.com under Integrations. Pick your setup under Select configuration (1), then click OK.

    Pick the monday.com setup to send (1), then click OK.

  3. 1Enable the workflow

    Click Enable (1).

    monday.com callsWorkflow is valid.
    Enable1
    Trigger Enrollment
    Inbound CallOutbound CallForm SubmissionSMS Received
    A customer calls your tracking number
    Fires whenCall StartsCall EndsUser Updates Property
    Action group1
    monday.commonday.com Settings 1✕
    Add another action
    Finish
    The workflow sends every inbound call to monday.com when it ends. Click Enable (1).

Detailed guide: Create a workflow

Check it worked

The monday.com page now shows the workflow that uses the integration. Place a test call to one of your tracking numbers: once it ends, the item appears on your board.

monday.com

Harbor & Pine Plumbing

Create and update items on your monday.com boards automatically when your phone rings.

Used in 1 workflow

Events are sent when an inbound call ends.

Manage workflows+ Create
monday.com Settings 12 actions configuredmonday.com calls
The page shows Used in 1 workflow, and the setup lists the workflow that sends it.

See an item’s calls in monday.com

Nimbata’s item view shows, on any item, the calls Nimbata has from that item’s phone number: its phone columns, and the phone column you chose for caller matching. Add it to an item from the item’s views in monday.com, as you add any app’s item view (see monday.com’s item card guide).

The view lists the latest 20 calls, newest first. Each shows whether it was answered, missed, went to voicemail or was blocked, how long the caller talked (or the phone rang), the source and the tracking number dialled, and Open in Nimbata to open the call.

Calls
From (415) 555-0123
AnsweredOct 14, 2026, 9:41 AM
Talked 4:12 · Google Ads · to (415) 555-0142
Open in Nimbata
MissedOct 12, 2026, 5:05 PM
Rang 0:25 · Google Ads · to (415) 555-0142
Open in Nimbata
The item view lists the calls from the item's phone number, each with Open in Nimbata.
  • When your monday.com account is not connected to a Nimbata project yet, the view shows Connect Nimbata and a button that opens the monday.com integration in Nimbata, where you click Add to monday.
  • When the item has no phone number, the view says so: add a phone column with the caller’s number to the item.
  • A monday.com guest sees an item’s calls only on a shareable board they are subscribed to.

Disconnect monday.com

  • In Nimbata: open the three-dot menu at the top of the monday.com page and click Disconnect. The project stops sending calls and its setups are kept. The Nimbata app stays installed in your monday.com account.
  • In monday.com: when an admin uninstalls the Nimbata app, Nimbata disconnects every project connected to that monday.com account and clears their caller matching board and column. Their setups are kept, so you can reconnect later.
  • Remove the setup: Remove setup, in the same three-dot menu, permanently deletes the project’s monday.com setups and connection. It is greyed out while workflows use monday.com.

Limitations

  • Nimbata lists your active boards, up to 1,000, and leaves out sub-item boards.
  • People, connected board, mirror, formula, file, location, rating, week and world clock columns cannot be filled.
  • Caller matching searches one board and one phone column per project, and compares the last 7 to 10 digits of the number.
  • monday.com receives calls only: form submissions and text messages cannot be sent to it.

Troubleshooting

You don’t see monday.com on the Integrations page

monday.com is not yet available on every Nimbata account. If your plan doesn’t include it, Go to integration on the tile offers an upgrade instead of opening the page.

The monday.com tile says Disconnected

The project’s setup is saved but it is no longer connected to monday.com, for example because it was disconnected or the Nimbata app was uninstalled in monday.com. Nothing is sent until you reconnect: open the integration and click Reconnect in the red Disconnected. banner, or Add to monday.

Integrations

monday.comDisconnected
Create and update items on your monday.com boards automatically when your phone rings.
A disconnected integration shows a red Disconnected badge on its tile.

Every call creates a new item

  • Pick a Board and a Phone column in Caller found: without them, Nimbata cannot recognise a caller.
  • If Nimbata warns “Recognised callers will not be updated: this searches a different board from the one the actions below write to”, pick the same board in the matching settings and in the Caller found actions.
  • If it says “This board has no phone or text column to match against.”, add a phone column to the board, or pick another board.
  • Check that the number in the item’s phone column is the caller’s number: Nimbata compares the last 7 to 10 digits.

A test or a call reports an error

Message What to do
Please provide a valid caller id Fill in the Caller ID box in the test panel.
Item requires a name: map a call field to Item Name, or to a phone, email or text column. Map Item Name, or a phone, email or text column.
Not written (the value does not fit the column, or the column is gone from the board): … The item was written without the columns named. Map a value that fits each column, or remove the columns that are no longer on the board.
monday.com could not be read, so only the item name and note were written. Nimbata could not read the board’s columns this time. The item was still written, with its name and note: fill in the columns it lists by hand, or send the test again.
monday.com is not connected. Connect monday.com again to continue. Click Add to monday to connect again.

The item view says your session could not be confirmed

Reopen the item in monday.com. “You do not have access to this item’s calls.” means your monday.com account cannot see this item, and “monday.com could not be reached just now.” clears when you reopen the item.

Calls are not reaching monday.com

  • Check that a workflow with a monday.com action is enabled, and that its filters let the call through.
  • Check that the workflow’s monday.com action uses the setup you configured, under Select configuration.
  • Check that the monday.com page still shows your account, and connect again with Add to monday if it does not.
  • Send a test from Send Test and Save to see the error monday.com returns.