Connect CallRail and Order Desk 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!
Create an Order History Item
Create Shipment
Create Order
Create Order Item
Create an Inventory Item
Update Single Inventory Item
Update Order Item
Update an Order
Delete Inventory Item
Delete a Shipment
Delete an Order
Delete an Order Item
Ready to use CallRail and Order Desk 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.
Create an Order History Item
create an history item in order on orderdeck
Create Shipment
Creates a new shipment for an order, including tracking information and carrier details.
Create Order
Creates a new order in OrderDesk.
Create Order Item
Create a new Order Item in order desk.
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Frequently Asked Questions
To start, connect both your CallRail and Order Desk accounts to viaSocket. Once connected, you can set up a workflow where an event in CallRail triggers actions in Order Desk (or vice versa).
Absolutely. You can customize how CallRail data is recorded in Order Desk. This includes choosing which data fields go into which fields of Order Desk, setting up custom formats, and filtering out unwanted information.
The data sync between CallRail and Order Desk 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 Order Desk. 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 Order Desk
Order Desk is a powerful order management system designed to streamline your e-commerce operations. It allows you to manage, process, and fulfill orders from multiple sales channels in one centralized platform.
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