Connect CallRail and Holded
Integrate CallRail with Holded to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Holded when Inbound Call Arrives in CallRail
List Contacts from Holded when Inbound Call Arrives in CallRail
Update Contact in Holded when Inbound Call Arrives in CallRail
Create Product in Holded when Inbound Call Arrives in CallRail
List Products in Holded when Inbound Call Arrives in CallRail
Popular CallRail + Holded 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
Holded
Automatically do this!
Create Contact
List Contacts
Update Contact
Create Product
List Products
List Sales Channels
Create Payment
List Payments
Get Taxes
Create Purchase Order
Get Purchase Order
Create Sales invoices
Get Sales orders
Get Sales invoices
Create Sales orders
Create Sales receipts
Get Sales receipts
List Contact Groups
List Remittances
List Purchase Documents
Get Projects
Create Events
Create Employee
List Documents
List Treasury Accounts
Update Employee
Create Contact in Holded when Inbound Call Arrives in CallRail
Use this flowList Contacts from Holded when Inbound Call Arrives in CallRail
Use this flowUpdate Contact in Holded when Inbound Call Arrives in CallRail
Use this flowCreate Product in Holded when Inbound Call Arrives in CallRail
Use this flowList Products in Holded when Inbound Call Arrives in CallRail
Use this flowList Sales Channels from Holded when Inbound Call Arrives in CallRail
Use this flowCreate Payment in Holded when Inbound Call Arrives in CallRail
Use this flowList Payments in Holded when Inbound Call Arrives in CallRail
Use this flowGet Taxes from Holded when Inbound Call Arrives in CallRail
Use this flowCreate Purchase Order in Holded when Inbound Call Arrives in CallRail
Use this flowSupported Triggers & Actions
Everything you can automate between CallRail and Holded.
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 Contact
Create a new contact.
List Contacts
Retrieve contacts from Holded, with optional filters for phone, mobile, email, custom ID, or code. Supports pagination (cursor and limit).
Update Contact
Update a specific contact.
Create Product
Create a new product.
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 Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CallRail and Holded 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 Holded 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 Holded. No coding required.
Yes. You can set up a workflow where CallRail triggers actions in Holded, and a separate workflow where Holded 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 Holded. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CallRail and Holded integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
