Connect CallRail and Clockodo to Build Intelligent Automations
Choose a Trigger
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
Automatically do this!
Create Customer
Create time entry
List customers
Create Project
Create Service
Create SubProject
List all projects
Create User
Update time off
Update a customer
Update project
Ready to use CallRail and Clockodo automations
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Actions and Triggers
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
Add a new customer with billing and status details and an optional note.
Create time entry
Add a work time entry with start and end times, project, customer, and billing details.
List customers
Retrieve all customers in your account.
Create Project
Create a customer project with optional dates, budget, and billing settings to track time and costs.
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Frequently Asked Questions
To start, connect both your CallRail and Clockodo accounts to viaSocket. Once connected, you can set up a workflow where an event in CallRail triggers actions in Clockodo (or vice versa).
Absolutely. You can customize how CallRail data is recorded in Clockodo. This includes choosing which data fields go into which fields of Clockodo, setting up custom formats, and filtering out unwanted information.
The data sync between CallRail and Clockodo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CallRail and Clockodo. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout Clockodo
Clockodo is a comprehensive time tracking software designed to help businesses efficiently manage and monitor employee work hours. It offers detailed reporting and seamless integration with various tools to streamline operations.
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