Integrate CallRail with Microsoft Dynamics 365 Business Central to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Shipment in Microsoft Dynamics 365 Business Central when Inbound Call Arrives in CallRail
Create Sales Invoice in Microsoft-dynamics-365-business-central when Inbound Call Arrives in CallRail
Create new Item in Microsoft-dynamics-365-business-central when Inbound Call Arrives in CallRail
Find Shipment in Microsoft Dynamics 365 Business Central when Text Message Sent via CallRail
Create Sales Invoice in Microsoft-dynamics-365-business-central when Text Message Sent via CallRail
Start from a real workflow other teams are already running.
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
Microsoft Dynamics 365 Business Central
Automatically do this!
Find Shipment
Create Sales Invoice
Create new Item
Find Shipment in Microsoft Dynamics 365 Business Central when Inbound Call Arrives in CallRail
Use this flowCreate Sales Invoice in Microsoft-dynamics-365-business-central when Inbound Call Arrives in CallRail
Use this flowCreate new Item in Microsoft-dynamics-365-business-central when Inbound Call Arrives in CallRail
Use this flowFind Shipment in Microsoft Dynamics 365 Business Central when Text Message Sent via CallRail
Use this flowCreate Sales Invoice in Microsoft-dynamics-365-business-central when Text Message Sent via CallRail
Use this flowCreate new Item in Microsoft-dynamics-365-business-central when Text Message Sent via CallRail
Use this flowFind Shipment in Microsoft Dynamics 365 Business Central when Outbound Call Ends in CallRail
Use this flowCreate Sales Invoice in Microsoft-dynamics-365-business-central when Outbound Call Ends in CallRail
Use this flowCreate new Item in Microsoft-dynamics-365-business-central when Outbound Call Ends in CallRail
Use this flowFind Shipment in Microsoft Dynamics 365 Business Central when Call Routing Completes in CallRail
Use this flowEverything you can automate between CallRail and Microsoft Dynamics 365 Business Central.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when inbound call arrives
Runs when text message is sent
Runs when outbound call ends.
Runs when Call Routing Completes
Runs when call is modified
Runs when text message is received.
Action is the task that follows automatically within your CallRail integrations.
Sends a text message to a customer's phone number.
Make an outbound call from your business number to a customer.
Get an existing shipment details.
Creates new sales invoice.
Creates new item

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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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 moreMicrosoft Dynamics365 Business Central is a comprehensive ERP solution to manage finances, operations, sales, and customer service
Learn moreSign up for a free viaSocket account, then authorize both your CallRail and Microsoft Dynamics 365 Business Central 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 Microsoft Dynamics 365 Business Central 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 Microsoft Dynamics 365 Business Central. No coding required.
Yes. You can set up a workflow where CallRail triggers actions in Microsoft Dynamics 365 Business Central, and a separate workflow where Microsoft Dynamics 365 Business Central 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 Microsoft Dynamics 365 Business Central. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CallRail and Microsoft Dynamics 365 Business Central integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.