Connect Heltar and CallRail
Integrate Heltar with CallRail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Text Message via CallRail when New Client Is Created in Heltar
Create Outbound Call with CallRail when New Client Is Created in Heltar
List All Campaigns in Heltar when Inbound Call Arrives in CallRail
List All Clients from Heltar when Inbound Call Arrives in CallRail
List All Templates from Heltar when Inbound Call Arrives in CallRail
Popular Heltar + CallRail flows
Start from a real workflow other teams are already running.
Choose a trigger
Heltar
When this happens...
New Client Is Created
Choose an action
CallRail
Automatically do this!
Send Text Message
Create Outbound Call
Send Text Message via CallRail when New Client Is Created in Heltar
Use this flowCreate Outbound Call with CallRail when New Client Is Created in Heltar
Use this flowList All Campaigns in Heltar when Inbound Call Arrives in CallRail
Use this flowList All Clients from Heltar when Inbound Call Arrives in CallRail
Use this flowList All Templates from Heltar when Inbound Call Arrives in CallRail
Use this flowCreate or Update Client in Heltar when Inbound Call Arrives in CallRail
Use this flowFetch Client Messages from Heltar when Inbound Call Arrives in CallRail
Use this flowSend Text Message hold via Heltar when Inbound Call Arrives in CallRail
Use this flowList All Attributes from Heltar when Inbound Call Arrives in CallRail
Use this flowCreate Attribute in Heltar when Inbound Call Arrives in CallRail
Use this flowSupported Triggers & Actions
Everything you can automate between Heltar and CallRail.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client Is Created
Runs when a new client is created.
Inbound Call Arrives
Runs when inbound call arrives
Text Message Sent
Runs when text message is sent
Outbound Call Ends
Runs when outbound call ends.
Call Routing Completes
Runs when Call Routing Completes
Call Modified
Runs when call is modified
Do thisActions
Action is the task that follows automatically within your Heltar integrations.
List All Campaigns
Retrieve the list of all campaign
List All Clients
Retrieve the list of all clients
List All Templates
Retrieve the list of all templates
Create or Update Client
Create or update client record
Fetch Client Messages
This will fetch all the messages of a particular client.
Send Text Message hold
Send text messages allow to your clients.
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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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 Heltar
Heltar is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Heltar provides tools and solutions that cater to various business needs, ensuring efficient workflow management and improved collaboration.
Learn moreSimilar apps
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Heltar 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 Heltar 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 Heltar triggers actions in CallRail, and a separate workflow where CallRail triggers actions in Heltar. 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 Heltar and CallRail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Heltar 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.
