# Workflow Trigger - Call details

> This article explains the Call details workflow trigger, a powerful tool that automates actions based on the outcome of calls. You will learn what this…

- Source: https://docs.ghlcustomercare.com/docs/workflows/events-workflow-triggers/workflow-trigger-call-details
- Section: Workflows / Events Workflow Triggers
- Reading time: 4 min
- Images: 7, each explained below

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This article explains the Call details workflow trigger, a powerful tool that automates actions based on the outcome of calls. You will learn what this trigger does, its key benefits, how to configure it step-by-step, and real-world use cases. Finally, we address common questions to help you optimize this feature in your workflows.

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**TABLE OF CONTENTS**

-   **TABLE OF CONTENTS**
    -   [What is Call Details Workflow Trigger](#what-is-call-details-workflow-trigger)
        -   [Key Benefits of Call Details Workflow Trigger](#key-benefits-of-call-details-workflow-trigger)
        -   [Configuring the Call Details Trigger](#configuring-the-call-details-trigger)
            -   [Access Workflow Settings](#access-workflow-settings)
            -   [Add a New Trigger](#add-a-new-trigger)
            -   [Name Your Trigger](#name-your-trigger)
            -   [Set Filters](#set-filters)
            -   [Call Direction](#call-direction)
            -   [Call Details](#call-details)
            -   [In Workflow](#in-workflow)
            -   [Save the Trigger](#save-the-trigger)
            -   [Test and Publish](#test-and-publish)
        -   [Use Cases](#use-cases)
            -   [Missed Call Follow-Up](#missed-call-follow-up)
            -   [Customer Support Callback Workflow](#customer-support-callback-workflow)
            -   [Sales Opportunity Follow-Up](#sales-opportunity-follow-up)
            -   [Voicemail Notification for Team Members](#voicemail-notification-for-team-members)
            -   [Call Status Reporting](#call-status-reporting)
        -   [Frequently Asked Questions](#frequently-asked-questions)

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# **What is Call Details Workflow Trigger**

The Call details workflow trigger activates when a call reaches a specific status, such as busy, canceled, voicemail, completed, or not answered. This trigger helps businesses streamline processes by automating follow-ups, notifications, and task assignments. It can be customized with filters like call direction and call status, ensuring workflows are tailored to meet specific business needs.

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## **Key Benefits of Call Details Workflow Trigger**

-   **Enhanced Customer Follow-Up:** Automates follow-up actions for missed or completed calls, ensuring no customer interaction goes unattended.
-   **Improved Efficiency:** Reduces manual effort by automating tasks and notifications based on call outcomes.
-   **Customizable Workflows:** Allows for precise automation using filters like call direction and specific call statuses.
-   **Seamless Workflow Integration:** Supports linking workflows to handle complex scenarios or multiple stages in communication processes.
-   **Optimized Team Coordination:** Ensures team members are notified promptly about call outcomes, enabling timely action.

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## **Configuring the Call Details Trigger**

Follow these steps to implement Call details workflow trigger :

### **Access Workflow Settings**

Navigate to the automation section. Create a new workflow from scratch or select the existing workflow where you want to implement the "Call details" trigger.

### **Add a New Trigger**

Click **“Add New Trigger”** and select **"Call details"** from the dropdown menu.

### **  

![Add a New Trigger (image 1 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155076744233/original/0O-lvChkAedb9xi9Zk5MJQQ5yKtGF7Jp4Q.png)

**Add a New Trigger (image 1 of 7)**

This screenshot appears in the "Add a New Trigger" section of "Workflow Trigger - Call details". The text alongside this image reads: Click “Add New Trigger” and select "Call details " from the dropdown menu. Immediately after, the guide continues: Provide a descriptive name, such as “Missed Call Follow-Up.”.
- What to choose: Click “Add New Trigger” and select "Call details " from the dropdown menu.
- Next: Provide a descriptive name, such as “Missed Call Follow-Up.”

**

### **Name Your Trigger**

Provide a descriptive name, such as “Missed Call Follow-Up.”

![Name Your Trigger (image 2 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155076744261/original/j65PwW7rbegBHfMU1AV5o1l9DAbvynDdUQ.png)

**Name Your Trigger (image 2 of 7)**

This screenshot appears in the "Name Your Trigger" section of "Workflow Trigger - Call details". The text alongside this image reads: Provide a descriptive name, such as “Missed Call Follow-Up.”. Immediately after, the guide continues: Customize your trigger using filters.
- What to fill in: Provide a descriptive name, such as “Missed Call Follow-Up.”
- Next: Customize your trigger using filters:

### **Set Filters**

Customize your trigger using filters:

![Set Filters (image 3 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155076744279/original/TaoQmZrl8RSMEgFxRqzWvGUXuk5zhNpF9w.png)

**Set Filters (image 3 of 7)**

This screenshot appears in the "Set Filters" section of "Workflow Trigger - Call details". The text alongside this image reads: Customize your trigger using filters. For context, this section explains: Click “Add New Trigger” and select "Call details " from the dropdown menu. Immediately after, the guide continues: Specify whether the call is in coming or outgoing.
- What this covers: Customize your trigger using filters:
- Next: Specify whether the call is in coming or outgoing.

### **Call Direction**

Specify whether the call is incoming or outgoing.

![Call Direction (image 4 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155076744304/original/ajwyEdpm0wGv5Lf4F1sz2MAjVZTmBTfm9w.png)

**Call Direction (image 4 of 7)**

This screenshot appears in the "Call Direction" section of "Workflow Trigger - Call details". The text alongside this image reads: Specify whether the call is in coming or outgoing. Immediately after, the guide continues: Choose the call details that will activate the workflow (e.g., busy, voicemail, completed).
- What this covers: Specify whether the call is in coming or outgoing.
- Next: Choose the call details that will activate the workflow (e.g., busy, voicemail, completed).

### **Call Details**

Choose the call details that will activate the workflow (e.g., busy, voicemail, completed).

![Call Details (image 5 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155076744338/original/lGDHvW02K9dyl-dCDMwn1CI_6gyy0z6phg.png)

**Call Details (image 5 of 7)**

This screenshot appears in the "Call Details" section of "Workflow Trigger - Call details". The text alongside this image reads: Choose the call details that will activate the workflow (e.g., busy, voicemail, completed). Immediately after, the guide continues: Link the trigger to another workflow to create a seamless automation process. Just choose the existing workflows from the dropdown menu.
- What to choose: Choose the call details that will activate the workflow (e.g., busy, voicemail, completed).
- Next: Link the trigger to another workflow to create a seamless automation process. Just choose the existing workflows from the dropdown menu.

### **In Workflow**

Link the trigger to another workflow to create a seamless automation process. Just choose the existing workflows from the dropdown menu.

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### **

![Save the Trigger (image 6 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155076744403/original/NTqb7vaw68Yl_BvCTro_l_ddaN-ZN-oPug.png)

**Save the Trigger (image 6 of 7)**

This screenshot appears in the "Save the Trigger" section of "Workflow Trigger - Call details". The text alongside this image reads: Link the trigger to another workflow to create a seamless automation process. Just choose the existing workflows from the dropdown menu. Immediately after, the guide continues: Click the save button to confirm your setup.
- What to choose: Link the trigger to another workflow to create a seamless automation process. Just choose the existing workflows from the dropdown menu.
- Next: Click the save button to confirm your setup.

Save the Trigger**

Click the save button to confirm your setup.

### **Test and Publish**

Validate the workflow with test data to ensure functionality. Once verified, enable the Publish toggle to activate the workflow.

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## **Use Cases**

Below are the different use cases where this trigger can be used.

### **Missed Call Follow-Up**

**Scenario:** A business wants to ensure all missed calls (busy or no-answer) are followed up promptly to maintain customer engagement.

**Trigger Setup:**

-   **Trigger:** Call details.
-   **Filter:** Call Status is “busy” or “not answered.”

**Outcome:** The workflow sends a notification to the sales team, creates a follow-up task in the CRM, and logs the missed call details.

![Missed Call Follow-Up (image 7 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155039465697/original/6HYUEqAFpCabBNGrClIBtB6_JHLpwbnzUw.png)

**Missed Call Follow-Up (image 7 of 7)**

This screenshot appears in the "Missed Call Follow-Up" section of "Workflow Trigger - Call details". The text alongside this image reads: Outcome: The workflow sends a notification to the sales team, creates a follow-up task in the CRM, and logs the missed call details. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Scenario: A support team receives an incoming call that goes unanswered, and a callback needs to be scheduled automatically.
- What this covers: Outcome: The workflow sends a notification to the sales team, creates a follow-up task in the CRM, and logs the missed call details.
- Fields: Filter: Call Status is “busy” or “not answered.”
- Next: Scenario: A support team receives an incoming call that goes unanswered, and a callback needs to be scheduled automatically.

Full procedure:

1. Trigger: Call details.
2. Filter: Call Status is “busy” or “not answered.”

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### **Customer Support Callback Workflow**

**Scenario:** A support team receives an incoming call that goes unanswered, and a callback needs to be scheduled automatically.

**Trigger Setup:**

-   **Trigger:** Call details.
-   **Filter:** Call Direction is “incoming,” and Call details is “not answered.”

**Outcome:** The workflow notifies the support team, schedules a callback, and updates the contact’s activity log in the CRM.

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### **Sales Opportunity Follow-Up**

**Scenario:** A sales representative completes an outgoing call, and the system needs to log the outcome and schedule the next action.

**Trigger Setup:**

-   **Trigger:** Call details.
-   **Filter:** Call Direction is “outgoing,” and Call details is “completed.”

**Outcome:** The workflow logs the call outcome, sends a follow-up email to the contact, and schedules the next call in the sales pipeline.

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### **Voicemail Notification for Team Members**

**Scenario:** A customer leaves a voicemail, and the relevant team member needs to be notified.

**Trigger Setup:**

-   **Trigger:** Call details.
-   **Filter:** Call details is “voicemail.”

**Outcome:** The workflow sends a notification to the team member, logs the voicemail in the CRM, and creates a follow-up task.

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### **Call Status Reporting**

**Scenario:** A manager wants to monitor canceled or missed calls to identify operational bottlenecks.

**Trigger Setup:**

-   **Trigger:** Call details.
-   **Filter:** Call Status is “canceled” or “busy.”

**Outcome:** The workflow generates a weekly report summarizing call statuses and sends it to the manager for analysis.

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## **Frequently Asked Questions**

**Q. Can this trigger handle multiple call statuses in the same workflow?**

Yes, you can configure the workflow to activate for multiple call statuses by adding additional filters.

**Q. What happens if the same call has multiple statuses in quick succession?**

The trigger activates for each status change, so it’s important to use conditions or cooldown periods to avoid redundant actions.

**Q. Can I link this trigger to other workflows?**

Absolutely. The In Workflow filter allows you to connect this trigger to other workflows, enabling seamless automation across different processes.

**Q. How do I differentiate between incoming and outgoing calls?**

Use the Call Direction filter to specify whether the workflow applies to incoming or outgoing calls.

**Q. Can this trigger be used for external call integrations?**

Yes, if your CRM supports external call integrations, this trigger can activate workflows based on call data received from third-party systems.

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com