Full list

Supported Triggers & Actions

Everything you can automate between JobNimbus and CallRail.

When this happensTriggers

A trigger is an event that starts a workflow.

Task Created Modified or Deleted

Task Created Modified or Deleted

Trigger when a new task is created, modified or deleted.

New Estimate

New Estimate

Trigger when New Estimate is created.

Invoice Sent

Invoice Sent

Trigger when a invoice status is changed to sent.

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.

Do thisActions

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

Create Contact

Create Contact

create a new contact within JobNimbus.

List All Contacts

List All Contacts

Retrieves the details of all contacts

Create Job

Create Job

Creates a new job, requiring a Contact ID from Create Contact.

Find Contact by ID

Find Contact by ID

Find Contact by ID

List All Jobs

List All Jobs

Retrieves the details of all the jobs within a JobNimbus account.

List All Tasks

List All Tasks

Retrieves the details of all the tasks within a JobNimbus account.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations CallRail
CallRail + JobNimbus
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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

How do I connect JobNimbus and CallRail?

Sign up for a free viaSocket account, then authorize both your JobNimbus 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between JobNimbus and CallRail as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from JobNimbus to CallRail?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where JobNimbus triggers actions in CallRail, and a separate workflow where CallRail triggers actions in JobNimbus. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between JobNimbus and CallRail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire JobNimbus 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.