CallRail + Projectplace Integration

sms can be a great way to keep organized and on top of your tasks, but it can also be difficult to keep track of all the messages you receive. Also what do you do when you receive a sms that requires a card to be created?

Simple. Use this CallRail and Projectplace automation to create a card in Projectplace for the task so that it is easily trackable and doesn't get lost in your inbox. Set up this process so that you can start getting organized with your tasks today.

Any time a new CallRail form is submitted, this CallRail - Projectplaceintegration will create a new card in Projectplace so that the relevant team can track progress. This will ensure that every form is followed up in a timely fashion.

In addition, the Projectplace card will provide a clear record of what has been done and what still needs to be done in order to address each form. As a result, this simple automation can save a lot of time and effort while helping to ensure that every CallRail form is dealt with effectively.