Looking to make your Monday.com boards work harder for your business by connecting them with Upfirst’s AI answering service? You’re in the right place. This page covers exactly what the Monday answering service integration can do for you, popular workflows you can set up in just a few minutes, and how to get everything connected—no tech background required.

What is Monday?

Monday.com is a flexible work management platform used by small businesses to organize tasks, projects, and client information. Whether you’re managing leads, tracking projects, or following up with customers, Monday helps you keep your team on the same page. Many property management, home services, and real estate companies rely on Monday to keep operations smooth and clients happy.

What can you do with Monday and Upfirst’s AI answering service?

Connecting Upfirst with Monday using Zapier unlocks powerful automations that save you time and keep your records up to date—without manual data entry. Here are some of the most useful workflows for small business owners:

1. Instantly create new tasks for every call

When Upfirst’s AI receptionist finishes a call, a summary (with custom fields like caller name, reason for call, property address, etc.) can automatically create a new item on your Monday board—think of this as a new task or follow-up.

Example:
A property management company sets up Upfirst to ask callers if they’re reporting a maintenance issue. When a tenant calls and describes a problem, Upfirst collects the details and, as soon as the call ends, Zapier creates a new maintenance ticket in Monday with all the caller’s info and the issue description—no one on your team needs to manually enter a thing.

Why do this?
You’ll never forget a follow-up, and you reduce the risk of details getting lost between your phone line and your task list.

2. Route and prioritize leads using call details

Upfirst can capture important details from calls (like “Are you a current customer?” or “What’s your budget?”). With Zapier, you can set up filters so only qualified leads or emergencies create items in specific Monday boards or groups.

Example:
A real estate team has Upfirst ask if callers are looking to buy or sell. If a caller says they’re ready to buy, Zapier routes that call summary to the “Hot Leads” board in Monday. If not, the call can be logged in a general inquiries board.

Why do this?
This keeps your pipeline organized and ensures your team follows up with the most valuable leads first.

3. Add call transcripts as updates to existing items

If a client calls about an ongoing project, Upfirst’s call summary and transcript can be posted as an update to the relevant Monday item. This creates a complete communication history right where your team works.

Example:
A home services company links incoming calls to active jobs based on the address provided. When Upfirst’s AI answers and logs the call, Zapier finds the matching job in Monday and adds the call notes as an update.

Why do this?
You keep all communication in one place, making it easy for your team to catch up and avoid double work.

4. Flag emergencies and trigger alerts

Set up Zapier to scan the call summary or transcript for keywords like “urgent” or “leak.” If detected, Zapier can immediately create a high-priority task in Monday and even ping the right team members.

Example:
A property management firm wants to know ASAP when there’s an emergency. Upfirst detects words like “flood” or “no heat” and Zapier creates a red-flagged item in the “Emergencies” group on Monday.

Why do this?
You’ll respond faster to urgent issues, which keeps customers happy and reduces risk.

What actions can you trigger in Monday after our virtual receptionist answers a call?

With the Monday answering service integration, you can use these actions in Zapier after each Upfirst call:

• Create Item: Add a new task, ticket, or lead to any Monday board.
• Update Item: Change details or status of an existing item (e.g., update a project’s status to “Contacted”).
• Create Update: Post a comment or call summary on an existing item.
• Archive Board: (Less common) Archive a board if needed for your workflow.

How to connect Monday to Upfirst

Setting up the Monday virtual receptionist integration is straightforward—here’s how you do it:

1. Sign up or log in to Zapier.
   Go to Zapier.com and log in with your account.
2. Create a new Zap.
   Click “Create Zap.”
3. Set Upfirst as your trigger.
   • Choose Upfirst as the trigger app.
   • Select “Call Completed” as the trigger event.
   • Connect your Upfirst account when prompted.
4. Customize your trigger.
   • Zapier will pull sample data from recent Upfirst calls (including call summary and any custom questions you’ve set up).
5. Add Monday as the action app.
   • Choose Monday.com.
   • Select your desired action (e.g., “Create Item” for new tasks, “Create Update” for adding notes).
   • Connect your Monday account.
6. Map fields.
   • Match Upfirst’s call data (like caller name, phone number, call summary, and custom questions) to the relevant fields in your Monday board.
   • You can use custom fields you’ve set up in Upfirst under Agent → Ask Questions.
7. Add filters or conditions (optional).
   • Want to only create tasks for specific types of calls? Add a Filter step in Zapier (for example, only if “Service Needed” equals “Emergency”).
8. Test your Zap.
   • Run a test to make sure the data appears in Monday as you expect.
9. Turn your Zap on.
   • Once you’re happy with the test, turn on the Zap. You’re done!

That’s it! With the Monday answering service integration, you can automate your workflow, respond faster to customers, and never lose track of a call again.

If you want to explore even more, try using multiple steps in your Zap—like sending a Slack message for emergencies or delaying follow-ups until business hours.

Ready to get started? Connect Upfirst to Monday today and let your virtual receptionist do the heavy lifting.