Connect Fatoora and CallRail to Build Intelligent Automations

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Fatoora

When this happens...

Choose an Action

CallRail

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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 Fatoora integrations.

Create Client

Create Client

Creates a new client in Fatoora.

Delete Client

Delete Client

Permanently remove a client from Fatoora using their client ID.

Update Client

Update Client

Updates an existing client's details in Fatoora.

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.

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Frequently Asked Questions

How do I start an integration between Fatoora and CallRail?

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

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

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

How often does the data sync between Fatoora and CallRail?

The data sync between Fatoora and CallRail 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 Fatoora to CallRail?

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 Fatoora and CallRail?

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

Fatoora

About Fatoora

Fatoora is a comprehensive invoicing and billing platform designed to simplify financial management for businesses. It offers features for creating, sending, and tracking invoices, ensuring efficient payment processing and financial reporting.

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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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