
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

Automatically do this!
Execute a query
Insert a row
Update row
Find row via custom query
Find row
Create or Update
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When this happensTriggers
A trigger is an event that starts a workflow.
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.
Action is the task that follows automatically within your CallRail integrations.
Sends a text message to a customer's phone number.
Make an outbound call from your business number to a customer.
Execute any query on SQL Server Database
Insert a row in SQL Server Database
Update row in SQL Server Database Table
Find a row via query in SQL Server Database table

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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 SQL Server accounts to viaSocket. Once connected, you can set up a workflow where an event in CallRail triggers actions in SQL Server (or vice versa).
Absolutely. You can customize how CallRail data is recorded in SQL Server. This includes choosing which data fields go into which fields of SQL Server, setting up custom formats, and filtering out unwanted information.
The data sync between CallRail and SQL Server 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 SQL Server. 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.
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