Connect CallRail and SendX
Integrate CallRail with SendX to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in SendX when Inbound Call Arrives in CallRail
Update Contact in SendX when Inbound Call Arrives in CallRail
Delete Contact from SendX when Inbound Call Arrives in CallRail
Unsubscribe Contact in Sendx when Inbound Call Arrives in CallRail
Search Contact By Email in SendX when Inbound Call Arrives in CallRail
Popular CallRail + SendX 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
SendX
Automatically do this!
Create Contact
Update Contact
Delete Contact
Unsubscribe Contact
Search Contact By Email
Create List
Update List
Delete List
Create Tag
Update Tag
Delete Tag
Create Contact in SendX when Inbound Call Arrives in CallRail
Use this flowUpdate Contact in SendX when Inbound Call Arrives in CallRail
Use this flowDelete Contact from SendX when Inbound Call Arrives in CallRail
Use this flowUnsubscribe Contact in Sendx when Inbound Call Arrives in CallRail
Use this flowSearch Contact By Email in SendX when Inbound Call Arrives in CallRail
Use this flowCreate List in SendX when Inbound Call Arrives in CallRail
Use this flowUpdate List in Sendx when Inbound Call Arrives in CallRail
Use this flowDelete List in Sendx when Inbound Call Arrives in CallRail
Use this flowCreate Tag in SendX when Inbound Call Arrives in CallRail
Use this flowUpdate Tag in Sendx when Inbound Call Arrives in CallRail
Use this flowSupported Triggers & Actions
Everything you can automate between CallRail and SendX.
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 Contact
Create or update SendX contact
Update Contact
Update a contact in SendX.
Delete Contact
Creates a contact in SendX.
Unsubscribe Contact
Unsubscribe a Contact in SendX.
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 SendX
SendX is an intuitive and powerful email marketing platform designed to help businesses create, automate, and optimize their email campaigns. With features like drag-and-drop email editor, advanced segmentation, and A/B testing, SendX enables marketers to effectively engage with their audience and drive conversions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CallRail and SendX 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 SendX 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 SendX. No coding required.
Yes. You can set up a workflow where CallRail triggers actions in SendX, and a separate workflow where SendX 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 SendX. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CallRail and SendX integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
