How to log CallRail inbound calls into Retable

Every playbook starts with a trigger. The trigger detects changes in your connected apps and responds to your playbook.

Click "Add trigger" and select "New inbound call" under CallRail. Then, select the account. If this is your first time using a CallRail integration in Relay, you'll be prompted to connect your CallRail account.

Every time there's a new inbound call in CallRail, your playbook will run automatically.

Now, you can add a new row in Retable. Add a further step and select "Add row" from the list of Retable automations.

Connect Retable to Relay if you haven't already, then fill out the details like the table and values. You can reference fields from CallRail to pass along the correct data automatically.

When you are done with the playbook, it's time to turn it on.

The playbook will now run automatically whenever there's a new inbound call in CallRail. You can also click "Check now" to manually check whenever you'd like.