Connect CallRail and Jobber
Integrate CallRail with Jobber to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular CallRail + Jobber 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
Jobber
Automatically do this!
Create Job
Get Jobs
Create Client
Get Clients
Create Quote
Get Quotes
Create Invoice
Get Invoices
Edit Job
Create Request
Get Products
Create Job in Jobber when Inbound Call Arrives in CallRail
Use this flowGet Jobs from Jobber when Inbound Call Arrives in CallRail
Use this flowCreate Client in Jobber when Inbound Call Arrives in CallRail
Use this flowGet Clients from Jobber when Inbound Call Arrives in CallRail
Use this flowCreate Quote in Jobber when Inbound Call Arrives in CallRail
Use this flowGet Quotes from Jobber when Inbound Call Arrives in CallRail
Use this flowCreate Invoice in Jobber when Inbound Call Arrives in CallRail
Use this flowGet Invoices from Jobber when Inbound Call Arrives in CallRail
Use this flowEdit Job in Jobber when Inbound Call Arrives in CallRail
Use this flowCreate Request in Jobber when Inbound Call Arrives in CallRail
Use this flowSupported Triggers & Actions
Everything you can automate between CallRail and Jobber.
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 Job
Create a new job for a client
Get Jobs
Show jobs with status, dates
Create Client
Add a new client
Get Clients
Retrieve clients with filters
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 Jobber
Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CallRail and Jobber 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 Jobber 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 Jobber. No coding required.
Yes. You can set up a workflow where CallRail triggers actions in Jobber, and a separate workflow where Jobber 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 Jobber. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CallRail and Jobber integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
