Connect CallRail and M91
Integrate CallRail with M91 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Channel Alert by ID from M91 when Inbound Call Arrives in CallRail
Invite Direct Recipient via M91 when Inbound Call Arrives in CallRail
Get Direct Alert by ID from M91 when Inbound Call Arrives in CallRail
Invite Channel Members to a channel in M91 when Inbound Call Arrives in CallRail
Create Channel in M91 when Inbound Call Arrives in CallRail
Popular CallRail + M91 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
M91
Automatically do this!
Get Channel Alert by ID
Invite Direct Recipient
Get Direct Alert by ID
Invite Channel Members
Create Channel
Send Direct Alert
Send Channel Alert
Close Channel Alert
Delete Direct Recipient
Delete Channel Member
Close Direct Alert
List Channels
Send Interactive Channel Alert
Get Channel Alert by ID from M91 when Inbound Call Arrives in CallRail
Use this flowInvite Direct Recipient via M91 when Inbound Call Arrives in CallRail
Use this flowGet Direct Alert by ID from M91 when Inbound Call Arrives in CallRail
Use this flowInvite Channel Members to a channel in M91 when Inbound Call Arrives in CallRail
Use this flowCreate Channel in M91 when Inbound Call Arrives in CallRail
Use this flowSend Direct Alert via M91 when Inbound Call Arrives in CallRail
Use this flowSend Channel Alert via M91 when Inbound Call Arrives in CallRail
Use this flowClose Channel Alert in M91 when Inbound Call Arrives in CallRail
Use this flowDelete Direct Recipient from M91 when Inbound Call Arrives in CallRail
Use this flowDelete Channel Member from M91 when Inbound Call Arrives in CallRail
Use this flowSupported Triggers & Actions
Everything you can automate between CallRail and M91.
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 Channel Alert by ID
Get a channel alert's status.
Invite Direct Recipient
Invite a person by phone so you can alert them directly once they accept in the M91 app.
Get Direct Alert by ID
Get an alert's status, who answered with notes and files, who is pending, and the decision.
Invite Channel Members
Invite one or more phone numbers to a channel by selecting it or entering its ID. Phones must be digits with country code (no +).
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,300+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating CallRail and M91 free
No credit card required. Set up your first workflow in minutes.
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 M91
M91 is an alert escalation platform that routes critical notifications to the right people through push, SMS, and voice calls until an alert is acknowledged. It supports actionable alerts and sends responders’ actions back to the originating system.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CallRail and M91 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 M91 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 M91. No coding required.
Yes. You can set up a workflow where CallRail triggers actions in M91, and a separate workflow where M91 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 M91. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CallRail and M91 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
