Connect CallRail and Moxie
Integrate CallRail with Moxie to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task in Moxie when Inbound Call Arrives in CallRail
Create Expense in Moxie when Inbound Call Arrives in CallRail
Create Client in Moxie when Inbound Call Arrives in CallRail
Create Opportunity in Moxie when Inbound Call Arrives in CallRail
Create or Update Calendar Event in Moxie when Inbound Call Arrives in CallRail
Popular CallRail + Moxie 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
Moxie
Automatically do this!
Create Task
Create Expense
Create Client
Create Form Submission
Create Opportunity
Create or Update Calendar Event
Create Project
Create Ticket
Create Comment on Ticket
Create Time Worked Entry
Search Clients
List All Clients
Search Contact
Search Project
Search Payable Invoices
List Email Templates
List Invoice Templates
List All Vendors
List Form Names
List Pipeline Stages
List Project Task Stages
List Workspace Users
Create Task in Moxie when Inbound Call Arrives in CallRail
Use this flowCreate Expense in Moxie when Inbound Call Arrives in CallRail
Use this flowCreate Client in Moxie when Inbound Call Arrives in CallRail
Use this flowCreate Opportunity in Moxie when Inbound Call Arrives in CallRail
Use this flowCreate or Update Calendar Event in Moxie when Inbound Call Arrives in CallRail
Use this flowCreate Ticket in Moxie when Inbound Call Arrives in CallRail
Use this flowSearch Clients in Moxie when Inbound Call Arrives in CallRail
Use this flowList All Clients from Moxie when Inbound Call Arrives in CallRail
Use this flowSearch Project in Moxie when Inbound Call Arrives in CallRail
Use this flowSearch Payable Invoices in Moxie when Inbound Call Arrives in CallRail
Use this flowSupported Triggers & Actions
Everything you can automate between CallRail and Moxie.
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 Task
Creates a new task in Moxie.
Create Expense
Create an expense in your Moxie accounting records
Create Client
Creates a new client record in Hectic
Create Form Submission
Create an automated form submission with lead information and custom answers.
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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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.
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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 Moxie
Moxie is a platform designed to enhance team collaboration and productivity by providing tools for effective communication and project management. It offers features such as task management, team chat, and file sharing to streamline workflows and improve team efficiency.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CallRail and Moxie 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 Moxie 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 Moxie. No coding required.
Yes. You can set up a workflow where CallRail triggers actions in Moxie, and a separate workflow where Moxie 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 Moxie. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CallRail and Moxie integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
