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Post CallRail call summaries to Slack and flag missed calls

After every call to a CallRail tracking number, the workflow posts a summary to Slack with the caller, source and duration. Missed calls get their own message asking someone to call back. Sales and front-desk teams stop losing leads from unanswered calls. After import, choose the Slack channel for each path.

CallRail Branch Slack

4 steps Setup ~8 min Used on 2.1k sites Ops Free to import

The Post CallRail call summaries to Slack and flag missed calls workflow on the FlowMattic canvas, with 4 steps across CallRail, Branch, Slack
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
    Slack Send Channel Message

    On the Yes path (condition met) — Slack — post or Schedule a new message to a specific #channel. Data is mapped from earlier steps; connect your Slack account on import.

  4. Step 4Action
    Slack Send Channel Message

    On the No path (otherwise) — Slack — post or Schedule a new message to a specific #channel. Data is mapped from earlier steps; connect your Slack account on import.

What you need

  • FlowMatticCore
  • CallRail AccountAccount
  • Slack 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.

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Customers who run it every day

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The main advantage of the plugin that it can turn your WordPress installation into a powerhouse, just imagine that you can replace all other integration with only this one.

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