CallRail + monday.com

CallRail + monday.com integrations

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.

When this happens...
Phone Call CompletedTriggers 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
automatically do this!
Create ItemCreate a new Item in a board
ActionWrite

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More things you can do with CallRail and monday.com

Discover other triggers and actions you can use with CallRail and monday.com

- Account
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- Companies
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- Account
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- Company
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- Accounts
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- Account
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- Companies
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- Account
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- Companies
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- Account
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- Companies
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- Accounts
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- Item_created_in_board_copy
- Board ID
  Required
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New Board
Triggers when a new board is created.
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Polling
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- Board ID
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- Column IDs
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- Board ID
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- Column ID
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New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
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- Board ID
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- Group ID
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Action
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- Board ID
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- Item ID
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- New Item Name Value
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Action
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- Board Name
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- Board Kind
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- Template Id
- Workspace Id
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- Board ID
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- Group Name
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- Board ID
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- Item Name
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- Subitem Name
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- Board ID
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- Group ID
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- Board ID
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- Group ID
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- New Group Title
- Should add group to top?
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- Board
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- Item
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- Group
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- Board ID
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- Item ID
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- Column
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- File
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- File Name
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- Board
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- Column to Search
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- Include Subitems?
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Search
- Board ID
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- User :
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- Board ID
  Required
- Item ID
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- Column
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- Board ID
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- Account
  Required
- Companies
  Required
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- Account
  Required
- Companies
  Required
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Instant
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- Account
  Required
- Companies
  Required
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Instant
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- Account
  Required
- Companies
  Required
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Instant
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- Account
  Required
- Companies
  Required
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Instant
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- Account
  Required
- Companies
  Required
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Instant
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- Board ID
  Required
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Instant
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- Board ID
  Required
- Group Names to trigger on
Trigger
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- Board ID
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- Board ID
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- Column ID
  Required
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- Board ID
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- Board ID
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Action
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- Item ID
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- Board ID
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- Item ID
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- Override empty fields
Action
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- Board ID
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- Column Title
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- Column Type
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- Board ID
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- Group ID
- Item Name
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- Subitem Name
Action
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- Item ID
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- Body
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- Item ID
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- Board
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- Item
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- Include Updates?
Action
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- Board ID
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- Item ID
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- Subitem ID
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- Stop on error
  Required
- HTTP Method
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- URL
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- Query string parameters
- Additional request headers
- Body
Action
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- Board
- Item
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Action
Search
- Board ID
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- Board ID
  Required
- Item ID
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- Column
  Required
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Search
- Board ID
  Required
- User :
  Required
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Search

About CallRail

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

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Related categories

Call Tracking

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.

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Project Management

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CallRail + monday.com

CallRail + monday.com

Create items in monday.com for completed phone calls in CallRail

More things you can do with CallRail and monday.com

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