Connect CallRail and Jotform to Build Intelligent Automations
Choose a Trigger
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
Automatically do this!
Get Submission Data
Delete User Report
Delete Submission Data
Delete Form
Get form Submission
Create Form
List Form
Create Submission
List a Form Questions
Add Questions to Form
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Actions and Triggers
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.
Get Submission Data
Get an existing submission data.
Delete User Report
Delete an existing user report.
Delete Submission Data
Delete a single existing submission.
Delete Form
Delete an existing form.
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Step by step guides to integrate CallRail and Jotform
Frequently Asked Questions
To start, connect both your CallRail and Jotform accounts to viaSocket. Once connected, you can set up a workflow where an event in CallRail triggers actions in Jotform (or vice versa).
Absolutely. You can customize how CallRail data is recorded in Jotform. This includes choosing which data fields go into which fields of Jotform, setting up custom formats, and filtering out unwanted information.
The data sync between CallRail and Jotform typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CallRail and Jotform. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout Jotform
Jotform is an online form builder that allows users to create and manage forms for all types of data collection. It provides a user-friendly interface with drag-and-drop form elements and a wide range of integration options.
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