Connect CallRail and NEXT to Build Intelligent Automations
Ready to use CallRail and NEXT automations
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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.
Find Account
Find an account in Next
Create a New Account
Creates a new account in next.
Create Highlight
Create a highlight
Create Recording
Create a recording in Next
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Frequently Asked Questions
To start, connect both your CallRail and NEXT accounts to viaSocket. Once connected, you can set up a workflow where an event in CallRail triggers actions in NEXT (or vice versa).
Absolutely. You can customize how CallRail data is recorded in NEXT. This includes choosing which data fields go into which fields of NEXT, setting up custom formats, and filtering out unwanted information.
The data sync between CallRail and NEXT 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 NEXT. 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 NEXT
Next is a cutting-edge platform designed to streamline your workflow and enhance productivity. With a focus on seamless integration and user-friendly features, Next empowers teams to collaborate efficiently and achieve their goals.
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