Connect CallRail and Eagle Doc
Integrate CallRail with Eagle Doc to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Process Finance in Eagle-doc when Inbound Call Arrives in CallRail
Process Receipts in Eagle-doc when Inbound Call Arrives in CallRail
Process Invoices in Eagle-doc when Inbound Call Arrives in CallRail
Process Finance in Eagle-doc when Text Message Sent via CallRail
Process Receipts in Eagle-doc when Text Message Sent via CallRail
Popular CallRail + Eagle Doc 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
Eagle Doc
Automatically do this!
Process Finance
Process Receipts
Process Invoices
Process Finance in Eagle-doc when Inbound Call Arrives in CallRail
Use this flowProcess Receipts in Eagle-doc when Inbound Call Arrives in CallRail
Use this flowProcess Invoices in Eagle-doc when Inbound Call Arrives in CallRail
Use this flowProcess Finance in Eagle-doc when Text Message Sent via CallRail
Use this flowProcess Receipts in Eagle-doc when Text Message Sent via CallRail
Use this flowProcess Invoices in Eagle-doc when Text Message Sent via CallRail
Use this flowProcess Finance in Eagle-doc when Outbound Call Ends in CallRail
Use this flowProcess Receipts in Eagle-doc when Outbound Call Ends in CallRail
Use this flowProcess Invoices in Eagle-doc when Outbound Call Ends in CallRail
Use this flowProcess Finance in Eagle-doc when Call Routing Completes in CallRail
Use this flowSupported Triggers & Actions
Everything you can automate between CallRail and Eagle Doc.
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.
Process Finance
Processes an invoice/receipt image or PDF and extracts all relevant data like doc type, general, productItems, taxes and more.
Process Receipts
Processes a receipt image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more.
Process Invoices
Processes an invoice image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more.
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 Eagle Doc
Eagle Doc offers streamlined document management and collaboration solutions, enabling users to efficiently store, share, and edit documents online.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CallRail and Eagle Doc 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 Eagle Doc 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 Eagle Doc. No coding required.
Yes. You can set up a workflow where CallRail triggers actions in Eagle Doc, and a separate workflow where Eagle Doc 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 Eagle Doc. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CallRail and Eagle Doc integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
