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How to search in Monday.com by column? (Monday and callin.io)

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HBS_France
(@hbs_france)
Posts: 9
Active Member
Topic starter
 

Hello !

I just got my account yesterday and I am freshly new to callin.io. I am used to Make.com but due to their pricing and reactivity since Integromat died, I had to come here.

I would love to know if anyone has any ideas around the following setup:
We are using Monday.com and Aircall
I need to create a bot that is capable of searching the lead in our CRM by the phone number ( which we get with a call.created or call.ended / call.hungup ). We have phone number columns on every single board on our CRM. Also, they are e164 format.
So, I need two things:
-A way to parse to e164.
-A way to search by column and not by ID.

Any ideas? I am still trying to read everything and watch videos but I have to change our system until the end of this month…
Thank you all !

 
Posted : 23/09/2022 3:04 pm
Jon
 Jon
(@jon)
Posts: 96
Trusted Member
 

Hello,

Welcome to the community

:raised_hands:

In your board, are you not using the same column name for the contact number? I haven't used Monday.com, but would something like the below work for you?

In theory, that should search a specific column for a value. The only tricky part from there would be whether you are storing the 164 number or a different format?

 
Posted : 23/09/2022 3:17 pm
HBS_France
(@hbs_france)
Posts: 9
Active Member
Topic starter
 

Hello Jon !

Thank you for the warm welcome!

So, I need to retrieve it.

And then, by using the column ID, will it find it?
But what if I have many boards with different IDs for the Telephone column? Do I need to process each board individually?

Thank you!

 
Posted : 23/09/2022 3:35 pm
Jon
 Jon
(@jon)
Posts: 96
Trusted Member
 

Hey @HBS_France,

Yeah if you have multiple boards you would need to have multiple nodes to cover each one, I am not sure if the Monday.com api has a generic option to make it easier. What did the same process look like in Make? It could be that the HTTP Request node has to be used with the API “manually” to work it out.

 
Posted : 23/09/2022 3:48 pm
HBS_France
(@hbs_france)
Posts: 9
Active Member
Topic starter
 

Hello!

In callin.io, it operated on a board-by-board basis.

However, how can I proceed from this point? I'm honestly not accustomed to this. Where should I place the column, and how should I handle the 'Get data' step? Apologies for all these questions; I'm quite lost, and callin.io is very different from anything I've used before.

Greetings!

Please provide the rewritten markdown content *it should be in the markdown format.

 
Posted : 23/09/2022 4:00 pm
Jon
 Jon
(@jon)
Posts: 96
Trusted Member
 

Hey,

Try using Board Item as the Resource; that seems to be where all the useful data resides.

 
Posted : 23/09/2022 4:03 pm
HBS_France
(@hbs_france)
Posts: 9
Active Member
Topic starter
 

Hello!

Thank you very much for the responses, and apologies again for the continuous stream of questions.

This is where my issue with Board Items starts:

Could you please offer some guidance on this?

 
Posted : 23/09/2022 4:43 pm
Jon
 Jon
(@jon)
Posts: 96
Trusted Member
 

Hey,

Change the Operation to “Get By Column Value”

 
Posted : 23/09/2022 4:50 pm
HBS_France
(@hbs_france)
Posts: 9
Active Member
Topic starter
 

Wow… I found it… Thank you so much!

 
Posted : 23/09/2022 5:07 pm
Jon
 Jon
(@jon)
Posts: 96
Trusted Member
 

No problem at all, it was my first time looking at the Monday node; there's a lot in there.

 
Posted : 23/09/2022 5:08 pm
HBS_France
(@hbs_france)
Posts: 9
Active Member
Topic starter
 

I have another question (apologies, you might get tired of me eventually).

I need the bot to retrieve a value from a column and increment it by 1 each time (n+1).

Is there a specific formula for such a straightforward operation? Perhaps something like parse(columnID) + 1?

 
Posted : 23/09/2022 5:09 pm
Jon
 Jon
(@jon)
Posts: 96
Trusted Member
 

You could try an expression and do something like {{parseInt($json["variable_name"])++}}

 
Posted : 23/09/2022 5:12 pm
HBS_France
(@hbs_france)
Posts: 9
Active Member
Topic starter
 

Thank you!

And my final question:
How can I search by telephone number? Should I wait for the webhook to trigger, or do I need to retrieve something specific from the Aircall API to get the phone number?

 
Posted : 23/09/2022 5:22 pm
Jon
 Jon
(@jon)
Posts: 96
Trusted Member
 

Hello,

I believe this depends on how Aircall functions. Based on your initial post, it seems Aircall may support webhooks for call events. I would suggest beginning with a webhook node to trigger the event. Then, within Aircall, configure it to use the URL of your callin.io webhook, which should then transmit the number.

 
Posted : 26/09/2022 8:16 am
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