Connect CallTrackingMetrics and Aero Workflow to Build Intelligent Automations
Choose a Trigger
When this happens...
New Call Starts
Call Ends
Choose an Action
Automatically do this!
Get all Contacts
Find Aero Type Names
Find All Task Aero
Find All Team Members
Create Task
Create Email Aero
Create Contact
Create Appointment
Create Company
Get all Companies
Get a Company
Ready to use CallTrackingMetrics and Aero Workflow automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Call Starts
Runs when a new call starts.
Call Ends
Runs when a call ends.
Do thisActions
Action is the task that follows automatically within your CallTrackingMetrics integrations.
Create Contact List
Creates a new contact list.
Send SMS
Sends an SMS message from your account to a specified phone number.
List Tracking Numbers
Lists tracking numbers with optional filters for number or name.
Get all Contacts
Gets a list of all Contact Names.
Find Aero Type Names
Gets a list of Aero Type Names.
Find All Task Aero
Gets a list of Task Aeros.
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Frequently Asked Questions
To start, connect both your CallTrackingMetrics and Aero Workflow accounts to viaSocket. Once connected, you can set up a workflow where an event in CallTrackingMetrics triggers actions in Aero Workflow (or vice versa).
Absolutely. You can customize how CallTrackingMetrics data is recorded in Aero Workflow. This includes choosing which data fields go into which fields of Aero Workflow, setting up custom formats, and filtering out unwanted information.
The data sync between CallTrackingMetrics and Aero Workflow 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 CallTrackingMetrics and Aero Workflow. 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.
About CallTrackingMetrics
Provides call tracking, dynamic number insertion, routing, recording, and multi-channel attribution to connect calls, texts, chats, and form fills to the marketing sources that drove them. Offers conversation intelligence (AI-driven transcription and analytics), a softphone, developer APIs, and native integrations (Google Ads, HubSpot, Salesforce) to sync call data across stacks.
Learn MoreAbout Aero Workflow
Aero Workflow management designed by accountants for accountants. It is a robust and flexible automation platform designed to streamline business processes across various domains.
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