Capable Koala
Connect 3CX to monday.com. Automatically identify callers, log inbound and outbound calls with full CDR data, and trigger monday.com workflows from call activity. Designed for the monday.com CRM and working with any board.
Intro video 🎬
🌟 Key Capabilities
- 🙋 Identify incoming callers by having 3CX automatically lookup contacts from your CRM when they call.
- 🔗 Track calls and messages in monday.com - Automatically log all inbound and outbound calls, including call details like duration, time, and who made the call, directly to your monday.com boards.
- 📞 Number Prefixing - Tailor your call routing with per-board number prefixing rules via our board automation
- 🔔 Stay notified - Trigger automations based on call activities, like notifying team members when a key contact calls or updating task statuses after calls.
- 🔄 Keep everything up to date - Real-time syncing ensures that all data between 3CX and monday.com stays consistent, reducing manual data entry and errors.
What users say
“We've been using this app for almost two years now and have had a great experience. It was easy to connect, and analyzing calls is simple and effective. On top of that, the personal support from the developers has been excellent.”
⏱️ Get started in seconds:
With just a few quick setup steps, you’ll be ready to enhance your communication management by connecting your 3CX phone system with monday.com.
👉 Book a demo now: Capable Koala Demo
FAQs
Is there an official 3CX integration for monday.com?
No. Neither 3CX nor monday.com offers a native integration between the two platforms. Capable 3CX Integration is a dedicated monday.com marketplace app that fills this gap.
Does it work with monday.com CRM?
Yes. The app is designed for use with the monday.com CRM and stores call records in the “Emails & Activities” section alongside your other contact and company information. It works with standard boards too.
Can it capture call recordings and transcriptions?
Yes. Call transcriptions, summaries, recording links and AI sentiment from 3CX can be brought into monday.com. Your 3CX system needs the corresponding features enabled; the documentation includes a setup guide.
Can it send SMS or make automated outbound calls?
No. 3CX does not provide an API for sending messages or placing automated calls, so no integration can offer this.
Does it support monday.com service management?
Not yet. The monday.com API does not currently expose service management, so call data can only be logged to standard boards and the CRM.
Installation / Documentation
If at any point you get stuck, feel free to contact us, we’re here to help! Just send an email to support@capablekoala.co
To get started, install the app by clicking add to monday:
Then, please see the full documentation here.
