In this how-to guide

How to automatically send a Slack DM for every new CallRail outbound call
1. Set the CallRail trigger as “New outbound 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 a Slack DM for every new CallRail outbound call

How to automatically send a Slack DM for every new CallRail outbound call

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 outbound call” event.

Try it in Relay.app

CallRail > Slack

Trigger

Last triggered

New outbound call

Send DM

1

Set the CallRail trigger as “New outbound call”

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

To do this, click "Add trigger" in your playbook. Select the "New outbound call" trigger option from the dropdown menu under CallRail. It will enable your playbook to identify new outbound 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 outbound 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 sends a Slack DM for every new CallRail outbound call 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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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.

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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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