Follow Up on Calls with the Call Details Trigger

Missed calls and voicemails are lost chances if nobody follows up. The Call Details trigger starts a workflow based on the outcome of a call, so your team always knows what happened and what to do next.

What fires it

The workflow runs when a call reaches an outcome you selected. Supported outcomes include busy, canceled, voicemail, completed and not answered.

Filters

• Call Direction: incoming or outgoing.
• Call Details: one or more outcomes, such as voicemail or not answered.
• In Workflow: limit the trigger to calls placed from a chosen workflow, useful for chaining automations together.

Set it up

1. In Automation > Workflows, create a workflow and click Add New Trigger.
2. Select Call Details and name it, for example "Missed call follow-up".
3. Click Add filters and choose Call Direction and Call Details.
4. Click Save Trigger, add actions, test, and publish.

Examples

• Missed call text-back: direction incoming, outcome not answered or busy. Send an apology text with a booking link, notify the team and create a callback task.
• Support callback: an unanswered support call schedules a callback and updates the contact's activity.
• Sales logging: direction outgoing, outcome completed. Add a note, send a follow-up email and set the next call.
• Voicemail alert: when a customer leaves a voicemail, send it to the right teammate with the contact details.
• Reporting: tag contacts by call result so you can build lists.

Tips

• Create separate triggers for incoming and outgoing calls so each path has the right message.
• Use a short Wait before the text-back so the reply does not feel automated at the very second the call ends.

Good to know: For automation based on what was said on the call, use the Transcript Generated trigger instead.