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Workflow Trigger: Call Status

The Call Status workflow trigger enrolls contacts into a workflow when a call reaches a specific status, enabling automated follow-ups, notifications, and call-based actions.

Updated over 2 months ago

Who This Is For / When to Use

Use this trigger if you want workflows to run based on what happens during phone calls, such as:

  • Missed or unanswered calls

  • Completed outbound calls

  • Voicemails

  • Busy or canceled calls

This trigger is commonly used by sales and support teams to ensure no call outcome is missed.

What the Call Status Trigger Does

The Call Status trigger activates when a call’s status is detected and enrolls the related contact into a workflow.

Without filters, the trigger fires for any call status. Filters are strongly recommended to limit execution to specific scenarios.

How to Add the Call Status Trigger

Step 1: Create or Edit a Workflow

  1. Go to Automations in the left navigation.

  2. Select Workflows.

  3. Click Create Workflow, or open an existing workflow and select Edit Workflow.

Step 2: Add a New Trigger

In the workflow builder, click Add New Trigger.

  1. In the trigger selection panel, open the Events category.

  2. Select Call Status, or use the search bar to locate it.

Step 3: Configure the Call Status Trigger

Workflow Trigger Name (Optional)

You may rename the trigger for clarity inside the workflow builder.

  • This name is display-only

  • Renaming does not affect trigger behavior

Step 4: Configure Trigger Filters

Filters define which call events qualify to trigger the workflow.

Call Status

Select one or more call statuses that should activate the workflow, such as:

  • completed

  • busy

  • no-answer

  • voicemail

  • canceled

If no status is selected, all call statuses qualify.

Call Direction

Limits the trigger to:

  • Incoming calls only, or

  • Outgoing calls only

In Workflow

Restricts the trigger to calls that occurred inside a specific workflow.

This is useful for chaining workflows together.

In Number Pool / In Phone Number

  • In Number Pool – Limits calls to a predefined pool of phone numbers

  • In Phone Number – Limits calls to specific phone numbers

Step 5: Save the Trigger

Click Save Trigger in the bottom-right corner of the trigger configuration panel.

Add Workflow Actions

After saving the trigger, add any workflow actions you need, such as:

  • Notify assigned users

  • Send SMS or email

  • Create or update opportunities

  • Create follow-up tasks

  • Add internal notes

Pro Tip:
A workflow can be published without actions if it is being used for logging, testing, or enrollment control.

Save and Publish the Workflow

  1. Click Save in the top-right corner of the workflow builder.

  2. Toggle the workflow from Draft to Publish.

  3. Use Test Workflow to verify correct behavior before enabling.

Common Issues and Fixes

Workflow Triggers Too Often

  • Add a specific Call Status filter

  • Restrict Call Direction

  • Use In Workflow to limit execution scope

Workflow Does Not Trigger

  • Confirm the call status matches the selected filters

  • Verify the workflow is published

  • Ensure the call involves a tracked phone number

Example Use Cases

Missed Call Follow-Up

Trigger Filters

  • Call Status: busy, no-answer

Actions

  • Notify a team member

  • Create a follow-up task

  • Log the missed call on the contact record

Sales Follow-Up After Outbound Calls

Trigger Filters

  • Call Status: completed

  • Call Direction: outgoing

Actions

  • Log the call result

  • Send a follow-up email

  • Create the next sales task

Voicemail Notification

Trigger Filters

  • Call Status: voicemail

Actions

  • Notify the assigned user

  • Log voicemail details

  • Create a callback task

FAQ

What is the Call Status workflow trigger?

The Call Status trigger activates a workflow when a call reaches a specific status and enrolls the associated contact into the workflow.

Can I trigger workflows for missed calls only?

Yes. Select call statuses such as busy or no-answer in the trigger filters.

Can I limit the trigger to incoming or outgoing calls?

Yes. Use the Call Direction filter to select Incoming or Outgoing calls only.

What does the “In Workflow” filter do?

It restricts the trigger to calls that occurred within a specific workflow you select.

Can I trigger multiple actions from one Call Status trigger?

Yes. Any number of workflow actions can be added after the trigger.

Can a Call Status workflow have no actions?

Yes. A workflow can be published with only a trigger and no actions.

How do I test the Call Status trigger?

Use the Test Workflow button next to the Publish toggle to simulate execution and confirm behavior.

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