How to connect Callrail to Trello
Asked by Adrian Smude:

How do I automate my Callrail calls into Trello? When I was using Podio I had it set up so that when the Callrail rang it automatically made a new lead. Is there a way to automate Callrail calls in Trello?


Answers:
author: milynnus
body: [@Adrian Smude](/t5/user/viewprofilepage/user-id/5296825)

CallRail is supported on Zapier should you should be able to invoke a card action after a callrail trigger.

comments: author: Adrian Smude
body: Thanks! I haven't played with Zapier. Do you have a great VA for Zapier?


author: Adrian Smude
body: [@Vincent Renaudin](/t5/user/viewprofilepage/user-id/5304158) thanks! I finally got back to this and set it up!  

<br />

Do you happen to know how to get a weekly report of all the new cards on a Trello Board?


author: Jacob Bank
body: Hi! If you're open to using an alternative to Zapier, I work at Relay.app and am happy to help you set this up as we integrate well with Trello (<https://www.relay.app/apps/trello/integrations>).

comments: author: Adrian Smude
body: Jacob, I'd love to know more.


author: Jacob Bank
body: Cool! Just to make sure I understand exactly what you want, is this the flow:

1. Start when a new call is logged in CallRail

2. Create a new Trello card on the correct board with some of the fields from that call in the title and notes, including e.g. customer name

Is that, right? If you can give a bit more detail about how you want the info from CallRail to flow into Trello, I can give better instructions


author: Adrian Smude
body: Yea, I want the name on caller ID, phone number, and which CallRail number the caller called to.


author: Jacob Bank
body: Cool, let me get back to you shortly with instructions!


author: Vincent Renaudin
body: Hi [@Adrian Smude](/t5/user/viewprofilepage/user-id/5296825)

I'm Vince from the [Relay](https://www.relay.app/) team, and we've recently added support for CallRail triggers (in addition to our existing support for dynamically adding new Trello cards).

Here's an [Howto page](https://www.relay.app/how-to/connect-callrail-inbound-call-to-a-trello-card) for you to explore that should support your above automation. With this howto page, you will:

* Monitor new inbound calls from CallRail.
* Upon detecting a new inbound call, it automatically create a new Trello card within a designated board list, including all relevant call information.

Feel free to reach out if you need any assistance; I'd be more than happy to help you implement your process using Relay!  


author: Jacob Bank
body: [@Adrian Smude](/t5/user/viewprofilepage/user-id/5296825) did you have a chance to check out the instructions that [@Vincent Renaudin](/t5/user/viewprofilepage/user-id/5304158) posted above? Looking forward to getting your feedback.


author: Adrian Smude
body: [@Jacob Bank](/t5/user/viewprofilepage/user-id/5297719) [@Vincent Renaudin](/t5/user/viewprofilepage/user-id/5304158) The video link didn't work, but I believe I got it set up. Thnaks!


author: Vincent Renaudin
body: Glad you got it working Adrian!  

Sorry about the broken link above; we are migrating our pages to nicer and cleaner howto pages. Here is the CallRail/Trello in case you still need it:  
<https://www.relay.app/how-to/connect-callrail-inbound-call-to-a-trello-card>  

Let us know if you need further help with CallRail/Trello or more automation requests for your use case!  
Vince