Connect Nuclino and CallRail to Build Intelligent Automations

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Nuclino

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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 or Updated Items

New or Updated Items

Retrieve items from the selected Nuclino workspace that were created or modified since the last check.

New Items

New Items

Retrieve items created in the selected workspace within the specified recent time window.

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 Nuclino integrations.

Create an Item

Create an Item

Create a new item or collection in a Nuclino workspace. Optionally provide a title and content; returns the created object's details and URL.

Update Item

Update Item

Update a Nuclino item's title and/or content using its Item ID.

Delete Item

Delete Item

Permanently deletes a Nuclino item specified by its Item ID.

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 Nuclino and CallRail?

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

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

Absolutely. You can customize how Nuclino 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 Nuclino and CallRail?

The data sync between Nuclino 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 Nuclino 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 Nuclino and CallRail?

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

Nuclino

About Nuclino

Nuclino is a collaborative platform designed to help teams organize and share knowledge efficiently. It offers a seamless way to create, manage, and collaborate on documents and projects in real-time, enhancing team productivity and communication.

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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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