Capable Dialpad
Does the app integrate with monday.com service management?
At the time of writing, the app does not integrate with monday.com service management, since the monday.com API does not support this functionality just yet. We are expecting this to become available in the future.
Dialpad functions
Can I get call recordings and transcripts in monday.com?
Yes! Where enabled, your E&A activities will automatically contain a link to the call recording, as well as the call transcript link.
Contact Syncing
The app is designed such that monday.com should be your primary store of contacts. The app then has a basic 2-way sync which is designed to minimise the risk of data loss.
Contacts created in configured boards will be synced to your Dialpad shared contacts, but contacts created in Dialpad will not be synced to monday.com.
When a contact is created by monday.com, changes to it will be synced to the corresponding contact in Dialpad. For contacts created by monday.com, changes in Dialpad will also be synced back.
When a contact is deleted by monday.com, the corresponding contact in Dialpad will also be deleted, but if the contact is deleted in Dialpad, it will not be deleted in monday.com.
The app will sync based on the following fields:
- Name (first name and last name)
- Phone
The following fields will be synced, but changes will not cause a re-sync:
- Company
- Monday item url
Actions Initiated in monday.com:
| Operation | Action in monday.com | Result in Dialpad |
|---|---|---|
| Create | Create contact | Contact is synced to Dialpad |
| Update | Update contact | Changes are synced to Dialpad (or created if not already present) |
| Delete | Delete contact | Contact is deleted in Dialpad |
Actions Initiated in Dialpad:
| Operation | Action in Dialpad | Result in monday.com |
|---|---|---|
| Create | Create contact | No sync to monday.com |
| Update | Update contact created by monday.com | Changes are synced to monday.com |
| Update | Update contact created in Dialpad | No sync to monday.com |
| Delete | Delete contact | No deletion in monday.com |
Call event logging
Any “hangup” event from Dialpad should result in a call being logged against your contact in monday.com. This will work for contacts which are synced between dialpad and monday.com, and will also work when a phone number match is found.
Dialpad meetings
The app has not been tested with the “Dialpad meetings” feature - please contact us to discuss your usecase and we can see about adding support for it.
Security
Is the app secure?
The app is hosted in a secure monday.com provided environment and developed to industry best security practices. All data is secured to a monday.com account and does not leave the monday.com environment.
Billing
I don’t have many users, can I have a discount?
Capable Koala’s minimum pricing is for up-to 50 users in a monday.com account at present because the majority of the work on our side goes in to providing the service for at least 1 user (setup, support & maintenance is effectively the same for 1 or 100 users). We need to charge enough that we can provide a high quality service and support to our customers.
We do automatically offer a 17% discount for users who pay yearly.
Can I extend my trial?
If you need more time to test, or didn’t get to use your trial, simply reach out to support and we’ll get you set up.