Monday.com

CenterLeap reads lead records from a Monday board (phone, owner, status, attempt/contact counters) and writes call outcomes back after each call — status label, incremented counters, last-attempted / last-contacted dates, and an update note with the call summary.

What it does

Monday is the source of truth for leads. CenterLeap selects eligible records (unassigned, has phone, not yet called), dials them, and writes the result back with a single column update plus one timeline update carrying the AI summary. The board's status column drives the outcome vocabulary.

1. Get an API token

In Monday, click your avatar → Developers (or monday.com/developers/v2).

My Access Tokens → copy your personal API v2 token. Treat it like a password — it can read and write every board you can.

2. Identify the board & columns

The board ID is in the URL: monday.com/boards/689170612. Fetch the column IDs (they are stable internal ids, not the display titles) with the API:

GraphQL — list columns

query {
  boards(ids: [689170612]) {
    name
    columns { id title type }
  }
}

3. Map the columns

CenterLeap needs to know which column is which. A typical map for a driver-leads board:

phone	Phone column (type: phone).
status	Lead-status column (type: status) — drives outcome labels.
times_attempted	Numbers column, +1 on every dial.
last_attempted	Date column, set to dial date.
times_contacted	Numbers column, +1 only when a human is reached.
last_contacted	Date column, set when contacted.
owner	People column — records with an owner are skipped.

The status column's exact labels (e.g. “Attempted Call”, “Interested”, “Not Interested”) must match the outcome map in the calling settings — different boards name their labels differently.

4. Configure CenterLeap

MONDAY_API_TOKEN	Personal API v2 token.
MONDAY_BOARD_ID	Target board ID.
MONDAY_WORKSPACE	Workspace slug for building record links.

The column map, status-label overrides, skip statuses, and calling hours are stored in the Monday integration's calling settings, so switching boards is a config change, not a code change.

5. Test

Confirm the token reads your board:

curl

curl -s -X POST https://api.monday.com/v2 \
  -H "Authorization: $MONDAY_API_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"query":"query { boards(ids:[689170612]){ name items_count } }"}'

Write-back semantics

Two rules govern how outcomes map to the board:

No answer / voicemail → attempt.Status becomes “Attempted Call”, times_attempted +1, last_attempted = today. times_contacted is untouched.

Human reached → contact. Status reflects the outcome (Interested / Call Back / Not Interested), both attempt and times_contacted increment, and their date columns are set.