Connect CallRail and Stormboard to Build Intelligent Automations

Choose a Trigger

CallRail

When this happens...

Choose an Action

Stormboard

Automatically do this!

Ready to use CallRail and Stormboard automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Inbound Call Arrives

Inbound Call Arrives

Runs when inbound call arrives

Text Message Sent

Text Message Sent

Runs when text message is sent

Outbound Call Ends

Outbound Call Ends

Runs when outbound call ends.

Call Routing Completes

Call Routing Completes

Runs when Call Routing Completes

Call Modified

Call Modified

Runs when call is modified

Text Message Received

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

Send Text Message

Sends a text message to a customer's phone number.

Create Outbound Call

Create Outbound Call

Make an outbound call from your business number to a customer.

Create Idea

Create Idea

Create a new idea in a Stormboard storm and set its type, content, and color.

Create Storm

Create Storm

Create a Stormboard Storm with a title, plan (personal or team), optional description/goals, and an option to show idea creators' avatars.

Search Storms

Search Storms

Find Stormboard storms by name with optional filters (status, order, results, start) and return matching storms.

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Frequently Asked Questions

How do I start an integration between CallRail and Stormboard?

To start, connect both your CallRail and Stormboard accounts to viaSocket. Once connected, you can set up a workflow where an event in CallRail triggers actions in Stormboard (or vice versa).

Can we customize how data from CallRail is recorded in Stormboard?

Absolutely. You can customize how CallRail data is recorded in Stormboard. This includes choosing which data fields go into which fields of Stormboard, setting up custom formats, and filtering out unwanted information.

How often does the data sync between CallRail and Stormboard?

The data sync between CallRail and Stormboard typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from CallRail to Stormboard?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between CallRail and Stormboard?

Yes, you can set conditional logic to control the flow of data between CallRail and Stormboard. 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

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.

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Stormboard

About Stormboard

An online stickynote whiteboard making meetings, brainstorms, and creative projects more productive and effective.

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