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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when New Task.
Runs when inbound call arrives
Runs when text message is sent
Runs when outbound call ends.
Runs when Call Routing Completes
Runs when call is modified
Action is the task that follows automatically within your Orderry integrations.
Create a Task
Create Comment on Task
Add a comment to a specific order.
Use this method to add comments to the invoice's Event Feed.
Update existed contact.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Orderry and CallRail accounts to viaSocket. Once connected, you can set up a workflow where an event in Orderry triggers actions in CallRail (or vice versa).
Absolutely. You can customize how Orderry 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.
The data sync between Orderry and CallRail typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Orderry 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.
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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