Integrate EKM with CallRail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
EKM
When this happens...
New Customer
New Order
New Product
CallRail
Automatically do this!
Send Text Message
Create Outbound Call
Send Text Message via CallRail when New Customer in EKM
Use this flowCreate Outbound Call with CallRail when New Customer in EKM
Use this flowSend Text Message via CallRail when New Order in EKM
Use this flowCreate Outbound Call with CallRail when New Order in EKM
Use this flowSend Text Message via CallRail when New Product in EKM
Use this flowCreate Outbound Call with CallRail when New Product in EKM
Use this flowCreate Customer in EKM when Inbound Call Arrives in CallRail
Use this flowCreate Product in EKM when Inbound Call Arrives in CallRail
Use this flowUpdate Product in EKM when Inbound Call Arrives in CallRail
Use this flowCreate Customer in EKM when Text Message Sent via CallRail
Use this flowEverything you can automate between EKM and CallRail.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new customer is created.
Trigger when new order is created in your account.
Trigger when new product is created in your account.
Runs when inbound call arrives
Runs when text message is sent
Runs when outbound call ends.
Action is the task that follows automatically within your EKM integrations.
Create a new customer in your EKM store
Add a new Product to the EKM account.
Update the details of an existing product.
Sends a text message to a customer's phone number.
Make an outbound call from your business number to a customer.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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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 moreSign up for a free viaSocket account, then authorize both your EKM and CallRail 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 EKM and CallRail 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 CallRail. No coding required.
Yes. You can set up a workflow where EKM triggers actions in CallRail, and a separate workflow where CallRail triggers actions in EKM. 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 EKM and CallRail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire EKM and CallRail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.