Connect Hive and CallRail to Build Intelligent Automations

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Hive

When this happens...

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CallRail

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Action Created

New Action Created

Runs when a new action is created in the selected project.

Updated Action

Updated Action

Retrieve actions from the selected project in a workspace that were modified within the past specified minutes.

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

Do thisActions

Action is the task that follows automatically within your Hive integrations.

Create Action for Workspace

Create Action for Workspace

Creates a new task in the specified Hive workspace and sets its scheduled date.

Create Message

Create Message

Creates a new message in a Hive workspace group, optionally including the sender's name, picture, and message color.

Copy Project

Copy Project

Create a new project in the selected workspace by copying an existing project's settings; optionally include dates, assignees, and action statuses.

Update Hive Action

Update Hive Action

Updates an existing Hive action with new status, assignees, dates, and labels.

Create Task in Hive Workspace

Create Task in Hive Workspace

Creates a new task in the selected Hive workspace with a title, assignees, optional description, scheduled date, and project.

Apply Action Template

Apply Action Template

Applies a saved template to a selected action in a Hive workspace.

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Frequently Asked Questions

How do I start an integration between Hive and CallRail?

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

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

Absolutely. You can customize how Hive 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 Hive and CallRail?

The data sync between Hive 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 Hive 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 Hive and CallRail?

Yes, you can set conditional logic to control the flow of data between Hive 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.

Hive

About Hive

Hive is a powerful project management and collaboration platform designed to help teams work more efficiently. With features like task management, messaging, file sharing, and analytics, Hive streamlines workflows and enhances productivity.

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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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