Connect CallRail and Cin7 Core
Integrate CallRail with Cin7 Core to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Text Message via CallRail when When a new sale is created in Cin7 Core
Create Outbound Call with CallRail when When a new sale is created in Cin7 Core
Send Text Message via CallRail when When a purchase is updated in Cin7 Core
Create Outbound Call with CallRail when When a purchase is updated in Cin7 Core
Send Text Message via CallRail when When a customer is created or updated in Cin7 Core
Popular CallRail + Cin7 Core flows
Start from a real workflow other teams are already running.
Choose a trigger
CallRail
When this happens...
Inbound Call Arrives
Text Message Sent
Outbound Call Ends
Call Routing Completes
Call Modified
Text Message Received
New Form Submission
Outbound Call Modified
Choose an action
Cin7 Core
Automatically do this!
Create Customer
Update Customer
Find Products
Create Purchase Order
List Purchases
Add Supplier
Update Supplier
Create Lead
Find Sales
Send Text Message via CallRail when When a new sale is created in Cin7 Core
Use this flowCreate Outbound Call with CallRail when When a new sale is created in Cin7 Core
Use this flowSend Text Message via CallRail when When a purchase is updated in Cin7 Core
Use this flowCreate Outbound Call with CallRail when When a purchase is updated in Cin7 Core
Use this flowSend Text Message via CallRail when When a customer is created or updated in Cin7 Core
Use this flowCreate Outbound Call with CallRail when When a customer is created or updated in Cin7 Core
Use this flowSend Text Message via CallRail when When a product's available stock level changes in Cin7 Core
Use this flowCreate Outbound Call with CallRail when When a product's available stock level changes in Cin7 Core
Use this flowSend Text Message via CallRail when When a sales invoice is authorised in Cin7 Core
Use this flowCreate Outbound Call with CallRail when When a sales invoice is authorised in Cin7 Core
Use this flowSupported Triggers & Actions
Everything you can automate between CallRail and Cin7 Core.
When this happensTriggers
A trigger is an event that starts a workflow.
Inbound Call Arrives
Runs when inbound call arrives
Text Message Sent
Runs when text message is sent
Outbound Call Ends
Runs when outbound call ends.
Call Routing Completes
Runs when Call Routing Completes
Call Modified
Runs when call is modified
Text Message Received
Runs when text message is received.
Do thisActions
Action is the task that follows automatically within your CallRail integrations.
Send Text Message
Sends a text message to a customer's phone number.
Create Outbound Call
Make an outbound call from your business number to a customer.
Create Customer
Remove Default contact toggle and set Default: true in perform code
Update Customer
Update an existing customer's information, including addresses, contacts, and advanced account settings.
Find Products
Find products by name, SKU, ID, or modified date. Optionally include suppliers, BOM, stock movements, attachments, reorder levels, deprecated items, or custom prices.
Create Purchase Order
Create a purchase order to record supplier, item lines (SKU, quantity, price), taxes, and billing/shipping details in Cin7 Core.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About CallRail
CallRail is a powerful call tracking and analytics platform designed to help businesses optimize their marketing efforts by providing detailed insights into phone call interactions. It enables users to track, record, and analyze calls to improve customer engagement and enhance marketing strategies.
Learn more
About Cin7 Core
Cin7 Core Inventory is an all in one holistic solution for Inventory Management, POS & B2B eCommerce. Easily manage all your inventory, purchases, sales, suppliers and customers in one easy to use system.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CallRail and Cin7 Core accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between CallRail and Cin7 Core as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Cin7 Core. No coding required.
Yes. You can set up a workflow where CallRail triggers actions in Cin7 Core, and a separate workflow where Cin7 Core triggers actions in CallRail. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between CallRail and Cin7 Core. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CallRail and Cin7 Core integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
