Connect CallRail and ServiceM8
Integrate CallRail with ServiceM8 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Client in Servicem8 when Inbound Call Arrives in CallRail
List All Client in Servicem8 when Inbound Call Arrives in CallRail
Create Job in Servicem8 when Inbound Call Arrives in CallRail
List Jobs from ServiceM8 when Inbound Call Arrives in CallRail
Create Job Queue in Servicem8 when Inbound Call Arrives in CallRail
Popular CallRail + ServiceM8 flows
Start from a real workflow other teams are already running.
Create a Client in Servicem8 when Inbound Call Arrives in CallRail
Use this flowList All Client in Servicem8 when Inbound Call Arrives in CallRail
Use this flowCreate Job in Servicem8 when Inbound Call Arrives in CallRail
Use this flowList Jobs from ServiceM8 when Inbound Call Arrives in CallRail
Use this flowCreate Job Queue in Servicem8 when Inbound Call Arrives in CallRail
Use this flowList all Attachments from ServiceM8 when Inbound Call Arrives in CallRail
Use this flowList all Clients from ServiceM8 when Inbound Call Arrives in CallRail
Use this flowList all Jobs from ServiceM8 when Inbound Call Arrives in CallRail
Use this flowList all Job Activities from ServiceM8 when Inbound Call Arrives in CallRail
Use this flowList all Job Checklists from ServiceM8 when Inbound Call Arrives in CallRail
Use this flowSupported Triggers & Actions
Everything you can automate between CallRail and ServiceM8.
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 a Client
Create a new client
List All Client
Get an existing client list
Create Job
Create a new Job.
List Jobs
List all the jobs.
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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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 ServiceM8
ServiceM8 is a field service management software that helps businesses manage jobs, schedule work, and streamline operations. It is designed to assist service-based businesses in improving efficiency and customer satisfaction.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CallRail and ServiceM8 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 ServiceM8 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 ServiceM8. No coding required.
Yes. You can set up a workflow where CallRail triggers actions in ServiceM8, and a separate workflow where ServiceM8 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 ServiceM8. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CallRail and ServiceM8 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
