Connect CallTrackingMetrics and Easybill
Integrate CallTrackingMetrics with Easybill to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Customer in Easybill when New Call Starts in CallTrackingMetrics
Delete Customer in Easybill when New Call Starts in CallTrackingMetrics
Update Customer in Easybill when New Call Starts in CallTrackingMetrics
Create Customer Groups in Easybill when New Call Starts in CallTrackingMetrics
Delete Customer Group in Easybill when New Call Starts in CallTrackingMetrics
Popular CallTrackingMetrics + Easybill flows
Start from a real workflow other teams are already running.
Choose a trigger
CallTrackingMetrics
When this happens...
New Call Starts
Call Ends
Choose an action
Easybill
Automatically do this!
Create Customer
Delete Customer
Update Customer
Create Customer Groups
Delete Customer Group
Update Customer Groups
List Customer Groups
Create Discount Position
Create Position
Delete Position
Find Invoice Items
Update Position
Update Position Discount
Get Discount Position
Delete Discount Position
Create Discount Position Group
Create Position Groups
Get Position Groups
Update Position Groups
Delete Position Groups
Get Discount Position Group
Update Discount Position Groups
Delete Discount Position Group
Create Project
Get Project
Update Project
Delete Project
Create Task
Get Task
Update Task
Delete Task
Create Text Template
Get Text Templates
Update Text Template
Delete Text Template
Create Serial Number
Get Serial Number
Delete Serial Number
Create Stock
Get Stock
Create Document
Delete Document
Update Document
Cancel Document
Send Document
Convert Document
Create Document Payments
Get Document Payment
Delete Document Payment
Create Time Tracking
Update Time Tracking
Delete Tracking Time
Create SEPA Payment
Update SEPA Payment
Delete SEPA Payment
Create a Contact
Update a Contact
Delete Contact
Delete Post-Boxes
Complete Document
Find Documents
Search Customers
List Projects
List Positions
Create Customer in Easybill when New Call Starts in CallTrackingMetrics
Use this flowDelete Customer in Easybill when New Call Starts in CallTrackingMetrics
Use this flowUpdate Customer in Easybill when New Call Starts in CallTrackingMetrics
Use this flowCreate Customer Groups in Easybill when New Call Starts in CallTrackingMetrics
Use this flowDelete Customer Group in Easybill when New Call Starts in CallTrackingMetrics
Use this flowUpdate Customer Groups in Easybill when New Call Starts in CallTrackingMetrics
Use this flowList Customer Groups from Easybill when New Call Starts in CallTrackingMetrics
Use this flowCreate Discount Position in Easybill when New Call Starts in CallTrackingMetrics
Use this flowCreate Position in Easybill when New Call Starts in CallTrackingMetrics
Use this flowDelete Position in Easybill when New Call Starts in CallTrackingMetrics
Use this flowSupported Triggers & Actions
Everything you can automate between CallTrackingMetrics and Easybill.
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.
New Document Created
Triggered when a new Document is created in Easybill.
Project Updated
Triggered when an project is updated in Easybill.
New Project Created
Triggered when a new Project is created in Easybill.
Project Deleted
Triggered when an project is deleted in Easybill.
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.
Create Customer
Create a customer in a accout
Delete Customer
Delete a Customer from account
Update Customer
Update a customer in a account.
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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From idea to automation.
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 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 Easybill
Easybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CallTrackingMetrics and Easybill 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 CallTrackingMetrics and Easybill 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 Easybill. No coding required.
Yes. You can set up a workflow where CallTrackingMetrics triggers actions in Easybill, and a separate workflow where Easybill triggers actions in CallTrackingMetrics. 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 CallTrackingMetrics and Easybill. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CallTrackingMetrics and Easybill integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
