How to connect CallRail inbound call to a Trello card is an automation tool that lets you automate actions across CallRail, Trello, and many other apps. In this guide, we'll show you how to use to automatically run the TrelloAdd card to list” action for each CallRailNew inbound call” event.
CallRail logoCallRail > Trello
Last triggered
CallRail logoNew inbound call
Trello logoAdd card to list

Add a CallRail trigger

A trigger is responsible for detecting changes in your connected apps and running your playbook in response.

In this case, the "New inbound call" trigger for CallRail will automatically create new playbook runs whenever a new call from an external customer is received and logged in Callrail.

You will need to pick the CallRail account to listen to. You will also be able to preview past calls that would have started this trigger to make sure your setup is correct.


Create a new Trello card automation

Now, each time CallRail will log a call, a run will start with all the call information.
We will now use a Trello automation to automatically create a Trello card in the Todo Trello board.


Fill Trello card title

Now, we will create a dynamic Trello card title based on the call information e.g. the caller name and phone number.

You can use the @ special character to open a menu to insert any available information. Alternatively, you can use the + insert icon in each field.


Fill more information in the Trello card body

Let's add the tracking phone number and call id in the trello card body.


Turn on the playbook

When you are done with the playbook, don't forget to turn it on to put it to use! You can also click on "Check now" on the trigger to do a manual check whenever you like. Otherwise, this trigger will be automatically triggered when the conditions are met.

What will you automate?

Sign up and get started with your first playbook today.
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