In this how-to guide

How to send new messages on Slack for new CallRail inbound calls
1. Add the CallRail "New inbound call" trigger
2. Add the Slack "Send message" automation
3. Turn on the playbook
Learn more about integrating with Slack and CallRail
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How to send new messages on Slack for new CallRail inbound calls

How to send new messages on Slack for new 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 message” action for each CallRail “New inbound call” event.

Try it in Relay.app

CallRail > Slack

Trigger

Last triggered

New inbound call

Send message

1

Add the CallRail "New inbound call" trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "New inbound call" under CallRail. Then, select the account. This trigger will automatically detect all the new inbound calls in CallRail to send a message in Slack.

If this is your first time using a CallRail integration in Relay, you'll be prompted to connect your CallRail account.

2

Add the Slack "Send message" automation

Integrate the Slack "Send message" automation into your playbook to ensure prompt message is sent for CallRail inbound call.

Add a new step and select "Send message" from the list of Slack automations.

Connect Slack to Relay if you haven't already, then fill out the mandatory and relevant details. You can reference fields from CallRail to automatically pass along the right data.

3

Turn on the playbook

Activating your playbook is the final step to automate sending new messages in Slack for every inbound call in CallRail 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 and reminders are being sent correctly.

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Automatically send Slack DMs for CallRail Inbound Calls

Don't you hate it when you manually send direct messages (DMs) every time there's a new CallRail inbound call? It can be incredibly time-consuming and tedious, requiring constant monitoring of your CallRail account and manual creation of DMs to notify your team members. Worse, relying on this manual approach can lead to human errors, like overlooking calls or inaccurate information. But what if we told you there's a better way to manage your CallRail inbound calls? With Relay.app's innovative integration, you can bid farewell to the hassle of manual notifications and ensure that every new inbound call through CallRail automatically triggers direct messages in Slack to your team members. Imagine the ease of communication and enhanced collaboration as every call is seamlessly relayed to your team, keeping everyone in the loop without effort. Are you ready to never miss a call again and take your communication to the next level? Let us show you how to set up this integration in four easy steps.

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 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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