CallRail + monday.com

Tag new CallRail phone calls to create items in monday.com

Streamline your workflow between CallRail and monday.com with this seamless integration. When a phone call gets tagged in your CallRail app, a new item will be instantly created on your monday.com board. This simple automation process eliminates manual data entry, keeping your monday.com board updated and accurate at all times. Make the most out of every phone call by transforming it into actionable tasks and stay organized with minimal effort.

Streamline your workflow between CallRail and monday.com with this seamless integration. When a phone call gets tagged in your CallRail app, a new item will be instantly created on your monday.com board. This simple automation process eliminates manual data entry, keeping your monday.com board updated and accurate at all times. Make the most out of every phone call by transforming it into actionable tasks and stay organized with minimal effort.

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

    Triggers when a phone call is tagged after it has ended. To receive data about calls tagged via Automation Rules, Keypad Scoring, or a Call Flow, use the Phone Call Completed trigger.

    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

    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
    Try It
    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
    Try It
    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
    Try It
    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
    Try It
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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.
Learn more

Related categories

  • Project Management

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