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Send Gmail call summaries and missed-call alerts from CallRail

When a CallRail call ends, a branch checks whether it was answered. Answered calls send a short summary with the source and recording link; missed calls send a call-back alert to your sales inbox. Local businesses stop losing leads that ring out after hours. After import, connect Gmail and change the two recipient addresses.

CallRail Branch Gmail

4 steps Setup ~8 min Used on 2.3k sites Ops Free to import

The Send Gmail call summaries and missed-call alerts from CallRail workflow on the FlowMattic canvas, with 4 steps across CallRail, Branch, Gmail
The workflow as it appears in the builder after import. Each step opens for editing.

How this workflow runs

What happens at each step once the workflow is on, and what you need before you import it.

  1. Step 1Trigger
    CallRail Post Call

    The workflow starts automatically when a phone call has ended in CallRail. FlowMattic captures that data for the steps below.

  2. Step 2Logic
    Branch Was the call answered?

    The Branch evaluates "Was the call answered?": when it's true the Yes path runs, otherwise the No path runs — two outcomes, one workflow.

  3. Step 3Action
    Gmail Send Email

    On the Yes path (condition met) — Gmail — send an email to the recipient. Data is mapped from earlier steps; connect your Gmail account on import.

  4. Step 4Action
    Gmail Send Email

    On the No path (otherwise) — Gmail — send an email to the recipient. Data is mapped from earlier steps; connect your Gmail account on import.

What you need

  • FlowMatticCore
  • CallRail AccountAccount
  • Gmail AccountAccount

After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.

Import this workflow into your WordPress site

Download the JSON, import it from the Workflows screen and connect your accounts. Every run stays on your server, with no per-task fees.

30-day money-back guarantee Unlimited workflows and runs Self-hosted

Customers who run it every day

Rated 4.8 out of 5 by customers
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No additional usage fees over and above the annual fee ... AND Technical Support is great... they get back to you quite quickly and go above and beyond what is expected...

Verified User in Consumer Goods

Crafting bridges between my favorite apps, FlowMattic has truly impressed me with its ability to seamlessly automate workflows. This has noticeably accelerated the efficiency of my business processes, making everything run more smoothly and productively.