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CRM

SIMBA + Monday.com

Create items and updates on Monday boards from conversations.

Monday.com API docs

Drop structured call outcomes straight onto Monday boards. Create items, set column values, and post updates via the GraphQL API using a stored API token.

What agents can do

  • Create items
  • Update column values
  • Post updates and mentions

Common workflows

Ops intake

Inbound service requests get an item on the Ops board with the full transcript and classification.

Setup

  1. 1
    Generate a personal API token in Monday.
  2. 2
    Add the Monday integration in SIMBA.
  3. 3
    Add the monday_createItem tool to your agent.

Frequently asked questions

Do you support Monday automations?

SIMBA creates items and updates; your Monday automations fire as normal from those events.

Connect Monday.com in the dashboard

Bring your own credentials. SIMBA stores them server-side and your agents call Monday.com during conversations.

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