Enable Integrations or automations with these events of CallRail and ShipIt Product Planning
Runs when inbound call arrives
Runs when text message is sent
Runs when outbound call ends.
Runs when Call Routing Completes
Runs when call is modified
Runs when text message is received.
Sends a text message to a customer's phone number.
Make an outbound call from your business number to a customer.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your CallRail and ShipIt Product Planning accounts to viaSocket. Once connected, you can set up a workflow where an event in CallRail triggers actions in ShipIt Product Planning (or vice versa).
Absolutely. You can customize how CallRail data is recorded in ShipIt Product Planning. This includes choosing which data fields go into which fields of ShipIt Product Planning, setting up custom formats, and filtering out unwanted information.
The data sync between CallRail and ShipIt Product Planning 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 ShipIt Product Planning. 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.
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 MoreShipit is a product roadmap planning app. It provides a quarterly roadmap framework. You can manage and prioritise roadmap items for upcoming calendar quarters and for various product lines.
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