How to send new messages on Slack for new CallRail outbound calls
Add the CallRail "New outbound 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 outbound call" under CallRail. Then, select the account. This trigger will automatically detect all the new outbound calls in CallRail to send message in Slack.
If this is your first time using a CallRail integration in Relay, you'll be prompted to connect your CallRail account.
Add the Slack "Send message" automation
Integrate the Slack automation into your playbook to ensure prompt messages are sent for CallRail outbound 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.
Turn on the playbook
Activating your playbook is the final step to automate sending new message in Slack for every outbound 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.
What will you automate?
