Client Workflow FAQ
Throughout your time working with our workflow team, you will surely encounter various members of our team. We will strive to keep the same team members working on your account from one project to the next in order to maintain unity and provide the most seamless experience possible. What are the different roles and responsibilities […]
Embed Anything – Onboarding Doc
Everything you need to onboard Embed Anything into your monday.com account.
Embed Anything – Getting Started Guide
Embed Anything monday.com – Documentation
CarbonRecruiting Suite – Documentation & Customization
CarbonRecruiting Suite – Getting Started Guide
CarbonRecruiting Suite – Onboarding Doc
PhoneBurner 2.0 – Call & Disposition Status Integrations
Call Tracking Integrations There are several integrations outside of sync and dispositions that provide us with basic call tracking back into our monday.com environment. “When a call is connected, set Call Status to Connected” Here when a call is connected, you can choose the status change on monday.com, just like standard automation. “When a call […]
PhoneBurner 2.0 – Two Way Sync Integrations
Integrations What are integrations? The PhoneBurner monday.com integrations in the PhoneBurner app allow you to synchronize your contact data between monday.com and PhoneBurner. Any changes made in one will always reflect in the other. There are three integrations necessary to get your contact data to sync between monday.com and PhoneBurner. “When an item is created in […]
PhoneBurner 2.0 – Click-to-dial Item View (+ different auth)
Description Introducing our new tool “Click-to-Dial”. Quickly dial any contact from any item directly inside monday.com with a single click! Open an Item View 1.) Inside your monday board, click “open” or select the conversation bubble on any item. Add Embed Anything View 2.) Once inside the item, click the add view button “+” in […]
