CallRail + monday.com

Create new monday.com items following completed CallRail phone calls

Stay on top of your call tracking with this efficient workflow. The moment you finish a phone call in CallRail, an item is immediately created in your monday.com board. This seamless process ensures that all call details are accurately recorded for future reference, saving you valuable time and keeping your tracking system organized and up to date.

Stay on top of your call tracking with this efficient workflow. The moment you finish a phone call in CallRail, an item is immediately created in your monday.com board. This seamless process ensures that all call details are accurately recorded for future reference, saving you valuable time and keeping your tracking system organized and up to date.

  1. When this happens...
    CallRailCallRail
    Phone Call Completed

    Triggers after an inbound phone call has been completed and its recording and transcription have completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

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About CallRail

CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.
Learn more

Related categories

  • Call Tracking
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monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Related categories

  • Project Management

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