CallRail + monday.com
Create items in monday.com for completed phone calls in CallRail
Keep track of completed phone calls from CallRail and effortlessly organize them in monday.com with this seamless workflow. Once a phone call is marked as completed in CallRail, a new item will be created in your chosen monday.com board, ensuring you stay on top of your call records and manage follow-ups efficiently. Boost your productivity and never miss important details from your calls again.
Keep track of completed phone calls from CallRail and effortlessly organize them in monday.com with this seamless workflow. Once a phone call is marked as completed in CallRail, a new item will be created in your chosen monday.com board, ensuring you stay on top of your call records and manage follow-ups efficiently. Boost your productivity and never miss important details from your calls again.
- When this happens...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.
- automatically do this!Create Item
Create a new Item in a board
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