Connect CallRail and Harvest
Integrate CallRail with Harvest to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Client in Harvest when Inbound Call Arrives in CallRail
Update a Client in Harvest when Inbound Call Arrives in CallRail
Create a Contact in Harvest when Inbound Call Arrives in CallRail
Update a Contact in Harvest when Inbound Call Arrives in CallRail
Find a Task in Harvest when Inbound Call Arrives in CallRail
Popular CallRail + Harvest flows
Start from a real workflow other teams are already running.
Create a Client in Harvest when Inbound Call Arrives in CallRail
Use this flowUpdate a Client in Harvest when Inbound Call Arrives in CallRail
Use this flowCreate a Contact in Harvest when Inbound Call Arrives in CallRail
Use this flowUpdate a Contact in Harvest when Inbound Call Arrives in CallRail
Use this flowFind a Task in Harvest when Inbound Call Arrives in CallRail
Use this flowCreate a Task in Harvest when Inbound Call Arrives in CallRail
Use this flowFind a Project in Harvest when Inbound Call Arrives in CallRail
Use this flowCreate a Time Entry in Harvest when Inbound Call Arrives in CallRail
Use this flowStart Timer in Harvest when Inbound Call Arrives in CallRail
Use this flowStop Timer in Harvest when Inbound Call Arrives in CallRail
Use this flowSupported Triggers & Actions
Everything you can automate between CallRail and Harvest.
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 a Client
Creates a new client
Update a Client
Update an existing client
Create a Contact
Craete a new contact
Update a Contact
Update an existing contact
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.
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About Harvest
Harvest is a time-tracking and invoicing application that simplifies the process of tracking time for various tasks and projects. It helps organizations and freelancers easily bill clients and better manage their time spent on tasks.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CallRail and Harvest 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 Harvest 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 Harvest. No coding required.
Yes. You can set up a workflow where CallRail triggers actions in Harvest, and a separate workflow where Harvest 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 Harvest. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CallRail and Harvest integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
