In this how-to guide

How to automatically send Slack DMs for CallRail Inbound Calls
1. Set the CallRail trigger as “New inbound call”
2. Add the “Send DM” step in Slack
3. Activate your playbook
Learn more about integrating with Slack and CallRail
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How to automatically send Slack DMs for CallRail Inbound Calls

How to automatically send Slack DMs for CallRail Inbound Calls

Relay.app is an automation tool that lets you automate actions across Slack, CallRail, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Slack “Send DM” action for each CallRail “New inbound call” event.

Try it in Relay.app

CallRail > Slack

Trigger

Last triggered

New inbound call

Send DM

1

Set the CallRail trigger as “New inbound call”

Add the CallRail trigger to initiate your playbook's actions before receiving a new inbound call.

To do this, click "Add trigger" in your playbook. Select the "New inbound call" trigger option from the dropdown menu under CallRail. It will enable your playbook to identify new inbound calls and trigger necessary actions automatically.

If you have yet to connect your CallRail account to Relay.app, a prompt will guide you through the connection process.

2

Add the “Send DM” step in Slack

Integrate Slack automation into your playbook to ensure that you receive timely updates about the new inbound calls.

Select "Add Step" and then find the "Send DM" automation for Slack. Enter all the required details, including the receiver's name, and the message body containing detailed information.

If you still need to connect your Slack account to Relay.app, you will be prompted to complete that connection. Ensure that you allow the necessary permissions for Relay.app to send direct messages through your Slack account.

3

Activate your playbook

Activating your playbook is the last step. Once you turn it on, the playbook automatically gets Slack DMs for CallRail Inbound Calls without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together.

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Automatically send a Slack DM for every new CallRail outbound call

Imagine manually sending direct messages (DMs) for every new CallRail outbound call. It would be a time-consuming task that requires constant attention, leading to human errors and inconsistencies in communication. Keeping track of multiple outbound calls across various channels can be overwhelming, especially during peak call times. But what if we told you there's an easier way to manage your outbound calls? With Relay.app's innovative integration, you can bid farewell to the hassle of manual notifications and ensure that every new outbound call logged in CallRail automatically triggers direct messages (DMs) via Slack to your team members. You're not just managing calls; you're streamlining communication and keeping your team informed in real-time without any effort. And the best part? Setting up this integration is a breeze! In this guide, we'll show you how to set it up in four easy steps. So get ready to revolutionize your outbound call management and streamline your communication with Relay.app!

Send new messages on Slack for new CallRail inbound calls

Learn how to set up a Relay playbook that automatically sends a new message on Slack for new inbound calls in CallRail. Need an easy way to let everyone on Slack know about new inbound calls in CallRail? Just set up this CallRail and Slack integration and Relay will keep those alerts coming through. A new message will be automatically sent to your Slack channel with the information from every new inbound call received on CallRail, giving you a hands-off notification system with no extra effort.

Send new messages on Slack for new CallRail outbound calls

Learn how to set up a Relay playbook that automatically sends a new message on Slack for new outbound calls in CallRail. Enhance your team communication with this seamless workflow. With Relay, as soon as an outbound call is completed in CallRail, a new message will be automatically sent to your Slack channel with the information from every new outbound call on CallRail. It ensures your team stays notified about call updates without needing to switch between apps, improving efficiency and productivity. Use this workflow to streamline your business communication and always stay in the loop.

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