Integrations Microsoft Sharepoint CallRail
Microsoft Sharepoint + CallRail

Connect Microsoft Sharepoint and CallRail to Build Intelligent Automations

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Microsoft Sharepoint

When this happens...

Choose an Action

CallRail

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New List Created

New List Created

Triggers when new list is created.

New List Item Created

New List Item Created

Triggers when new item in the list is created.

Updated List Item

Updated List Item

Trigger when existing item in the list is updated.

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 Microsoft Sharepoint integrations.

Create a list

Create a list

Create a new list

Create a List Item

Create a List Item

Creates a new List Item.

Update List Item

Update List Item

Update an existing list item.

Delete List Item

Delete List Item

Delete an existing list item.

Find List Item

Find List Item

Find an existing list item on user given value.

Send Text Message

Send Text Message

Sends a text message to a customer's phone number.

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Step by step guides to integrate Microsoft Sharepoint and CallRail

Frequently Asked Questions

How do I start an integration between Microsoft Sharepoint and CallRail?

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

Can we customize how data from Microsoft Sharepoint is recorded in CallRail?

Absolutely. You can customize how Microsoft Sharepoint 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 Microsoft Sharepoint and CallRail?

The data sync between Microsoft Sharepoint 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 Microsoft Sharepoint 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 Microsoft Sharepoint and CallRail?

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

Microsoft Sharepoint

About Microsoft Sharepoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

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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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