Install and configure the monday.com V2 integration

With the monday.com V2 integration, you can automatically log calls and messages in monday.com boards, view key monday.com contact information directly in Aircall, and configure a wide range of contact management and automation features. Installation is quick and simple.

Note: You must be on at least the Standard monday.com plan to use this integration.

Tip: If you’re unfamiliar with monday.com, visit the monday.com Knowledge Base before continuing. This guide is intended for users who are already comfortable using monday.com.

Important: Requirements: You must have admin rights in both Aircall and monday.com, as well as permissions in your monday.com account as well as main/defult workspace to "Create boards". For more information, please refer to the article "Prerequisites for installing the monday.com V2 integration".

Installing the monday.com integration

Before getting started with installation of the integration on Aircall Dashboard, please ensure you install the new version of the Aircall App (i.e. Aircall: Call & SMS Integration) from the monday marketplace. If the app is not installed you might see the error "App is not installed" during installation process.

Note: Please ensure you select "All Workspaces" as the option while installing the Aircall App on monday.com account.

Post installation of the Aircall App on your monday account, follow these steps in the Aircall Dashboard:

1. Log in to the Aircall Admin Dashboard --> select Integrations & API

2. In the All Integrations section, search for monday.com V2 and click on it

3. Click Install integration

5. On the authorization page, click Authorize

You will then be prompted to:

• Click Add numbers

• Select the Aircall numbers to associate with this integration

• Click Add numbers in the bottom-right corner to proceed

Note: At least one number must be linked for call and message activity to log in monday.com. You can update number assignments anytime in the Aircall Dashboard.

You will be redirected to monday.com to complete authorization. If not logged in, you will be asked to do so first.

Note: This integration can be installed using any monday.com product: CRM, Service, Work Management, or Dev.

After completing the steps, click Finish to proceed to the integration settings page.

If you dont have the Admin rights or required permissions in the monday.com account used for integration installation then you will see a screen below to inform you about installation not being completed. Please refer article Prerequisites for installing the monday.com V2 integration for more details. 

Boards added during installation

Two new boards will automatically be created in your monday.com account:

• Aircall Calls: Logs all call-related activity

• Aircall Messages: Logs SMS and WhatsApp messages

These boards include the integration ID in their names (e.g. Aircall Calls (xxxx)) to distinguish between multiple installations. The integration ID also appears in the integration URL and in the Settings section of the Aircall Dashboard.

Note: These boards are created in your monday.com Main Workspace, but you can move them to other Workspaces if needed.

Each integration installation creates its own set of boards.

Configuring your integration settings

Integration settings overview

In the General section, you can:

• Toggle the integration between Active/Inactive

• Add a custom name to identify your integration

• Add or remove associated Aircall numbers

• Delete the integration if no longer needed

Settings 

Post Integration installation, its important to configure the Integration settings to ensure smooth functioning of the integration. Click on "Settings" tab to view and configure the integration settings. 

Call and message logging

Here you’ll see the Aircall Calls and Aircall Messages board IDs (clickable links to the monday boards)

Contact/Lead integration settings

These settings allow you to link a monday.com board that manages contact or lead data.

Steps:

1. Select your Contact/Lead board

2. Select the Phone Number and Name columns

Important: Only Public and Shared boards from your monday.com account will appear in the list of available boards. Private boards are not listed.

This setup powers features such as:

• Insight cards

• Contact creation

• Contact sync

• Logging timeline events

Note: Make sure the selected columns are correct. Incorrect selections may prevent related features from working as expected.

You can enable each feature by selecting Yes in the corresponding setting.

Customize Insight Cards

Once the Contact/Lead board and required columns are selected, the basic Insight Card is automatically enabled. This card shows:

• Contact name

• A link to the relevant monday board

To display additional fields, enable Custom Insight Card, which lets you select two extra columns from the Contact/Lead board.

Note: Insight Cards require the selection of a Contact/Lead board and both Phone Number and Name columns.

Contact creation and sync

Enable these options to manage contacts between Aircall and monday.com:

• Contact Creation: When a call is received/made or a message is received/sent from/to a number not already in the board, a new row is created with the default name Aircall New Contact and phone number.

• Contact Sync: When a call is received/made or a message is received/sent from/to a number, contact names and phone numbers in your selected board are synced to the Aircall application. Updates in monday.com will reflect in Aircall following next call or message with that external number.

Learn more in Synchronizing Your Integration's Contacts To Aircall.

Timeline event logging

Enable Log Calls and Messages as Timeline Events to view communication history in the Email & Activities view of your contact board.

Important: This feature is only available when using the monday.com CRM product or a board created using the Contacts template.

Click Save changes to apply your selected configuration.

Automation rules

You can set up automation rules on specific boards to update values based on Aircall tags used during calls.

Steps:

1. Select the board and Phone Number column used to identify contacts

2. Choose the target column to update (must be Status or Dropdown type)

3. Click + Add tag automation rule and define:

   • The Aircall tag that triggers the rule

   • The column to update

   • The new value to apply

You can add multiple rules per board. If supported, you can also set values to empty.

Note: Avoid conflicting automation rules that modify the same column with different outcomes.

Log settings

Control logging behavior from this section:

• Enable Call Logging: Default is Yes

• Enable Message Logging (SMS & WhatsApp): Default is No

• Log Call Transcription: Default is No

Note: If AI Assist or AI Assist Pro Package is not enabled for a company the settings related to Call Transcription logging will be disabled.

SMS Automation Settings 

You can create SMS Automation rules in to send SMS messages based on specific triggers/events in monday.com. For more details, refer to SMS Automation in monday.com V2 integration.

Important:
• If both Call Logging and Timeline Event Logging are disabled, no communication data will be logged in monday.com.
• If contact boards are not set up properly, the default contact name "Aircall New Contact" will be used in logs.
• Message logging includes both SMS and WhatsApp.
• Call Transcription logs are added to both the Aircall Calls board and Timeline Events if enabled.

Tips for best use

• Select the correct Contact/Lead board and columns to ensure features like Insight Cards, Contact Sync, and Timeline Events function smoothly.

• Take advantage of multiple installations to configure the integration differently for various teams or workflows.

• Use automation rules to automatically update CRM fields based on tags added during Aircall calls.

• Monitor the Integration ID and board IDs for each installation to keep configurations organized.

FAQs

Can I install the integration multiple times for different workflows?
Yes. You can install the monday.com integration multiple times with different configurations under the same monday.com account.

Where are calls and messages logged after installation?
They are logged in the Aircall Calls and Aircall Messages boards that are created during setup.

What happens if I don’t select a contact board?
Default contact names such as Aircall New Contact will be used, and Insight Cards, Sync, and Timeline logging may not function correctly.

Can I move the Aircall Calls and Messages boards to another Workspace?
Yes. You can move them without affecting the integration’s logging functionality.