Connect CallRail and monday.com
Integrate CallRail with monday.com to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Board in monday.com when Inbound Call Arrives in CallRail
Archive Board on monday.com when Inbound Call Arrives in CallRail
Get Item Column Values from a Monday.com item when Inbound Call Arrives in CallRail
Create Column in monday.com when Inbound Call Arrives in CallRail
Create Group in monday.com when Inbound Call Arrives in CallRail
Popular CallRail + monday.com flows
Start from a real workflow other teams are already running.
Create Board in monday.com when Inbound Call Arrives in CallRail
Use this flowArchive Board on monday.com when Inbound Call Arrives in CallRail
Use this flowGet Item Column Values from a Monday.com item when Inbound Call Arrives in CallRail
Use this flowCreate Column in monday.com when Inbound Call Arrives in CallRail
Use this flowCreate Group in monday.com when Inbound Call Arrives in CallRail
Use this flowDelete Item in monday.com when Inbound Call Arrives in CallRail
Use this flowGet Board Groups from monday.com when Inbound Call Arrives in CallRail
Use this flowUpdate Board on monday.com when Inbound Call Arrives in CallRail
Use this flowDelete Board from monday.com when Inbound Call Arrives in CallRail
Use this flowArchive Group in Monday-com when Inbound Call Arrives in CallRail
Use this flowSupported Triggers & Actions
Everything you can automate between CallRail and monday.com.
When this happensTriggers
A trigger is an event that starts a workflow.
Inbound Call Arrives
Runs when inbound call arrives
Text Message Sent
Runs when text message is sent
Outbound Call Ends
Runs when outbound call ends.
Call Routing Completes
Runs when Call Routing Completes
Call Modified
Runs when call is modified
Text Message Received
Runs when text message is received.
Do thisActions
Action is the task that follows automatically within your CallRail integrations.
Send Text Message
Sends a text message to a customer's phone number.
Create Outbound Call
Make an outbound call from your business number to a customer.
Create Board
Create a new board
Archive Board
Archives a board to remove it from active boards while preserving its data.
Get Item Column Values
Get column values for an item
Create Column
Add a new column to a board with the selected type and title.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About CallRail
CallRail is a powerful call tracking and analytics platform designed to help businesses optimize their marketing efforts by providing detailed insights into phone call interactions. It enables users to track, record, and analyze calls to improve customer engagement and enhance marketing strategies.
Learn more
About monday.com
monday.com is a work operating system that powers teams to run projects and workflows with confidence. It's a simple but intuitive tool that enables people to manage work, meet deadlines, and build a culture of transparency.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CallRail and monday.com accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between CallRail and monday.com as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach monday.com. No coding required.
Yes. You can set up a workflow where CallRail triggers actions in monday.com, and a separate workflow where monday.com triggers actions in CallRail. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between CallRail and monday.com. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CallRail and monday.com integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
