Connect CallRail and Cognito Forms
Integrate CallRail with Cognito Forms to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List forms in Cognito Forms when Inbound Call Arrives in CallRail
Create form entry in Cognito Forms when Inbound Call Arrives in CallRail
Delete entry from Cognito Forms when Inbound Call Arrives in CallRail
Get Document from Cognito Forms when Inbound Call Arrives in CallRail
Get form entry from Cognito Forms when Inbound Call Arrives in CallRail
Popular CallRail + Cognito Forms 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
Cognito Forms
Automatically do this!
List forms
Create form entry
Delete entry
Get Document
Get form entry
List forms in Cognito Forms when Inbound Call Arrives in CallRail
Use this flowCreate form entry in Cognito Forms when Inbound Call Arrives in CallRail
Use this flowDelete entry from Cognito Forms when Inbound Call Arrives in CallRail
Use this flowGet Document from Cognito Forms when Inbound Call Arrives in CallRail
Use this flowGet form entry from Cognito Forms when Inbound Call Arrives in CallRail
Use this flowList forms in Cognito Forms when Text Message Sent via CallRail
Use this flowCreate form entry in Cognito Forms when Text Message Sent via CallRail
Use this flowDelete entry from Cognito Forms when Text Message Sent via CallRail
Use this flowGet Document from Cognito Forms when Text Message Sent via CallRail
Use this flowGet form entry from Cognito Forms when Text Message Sent via CallRail
Use this flowSupported Triggers & Actions
Everything you can automate between CallRail and Cognito Forms.
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.
List forms
Get a list of all forms in your Cognito Forms account.
Create form entry
Create a new submission in the selected Cognito Form to save the respondent's details.
Delete entry
Delete an entry from Cognito Forms.
Get Document
Retrieve the document created from a Cognito Forms entry so you can save or share it.
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 Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CallRail and Cognito Forms 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 Cognito Forms 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 Cognito Forms. No coding required.
Yes. You can set up a workflow where CallRail triggers actions in Cognito Forms, and a separate workflow where Cognito Forms 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 Cognito Forms. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CallRail and Cognito Forms integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
