Connect Simplesat and CallRail to Build Intelligent Automations

Choose a Trigger

Simplesat

When this happens...

Choose an Action

CallRail

Automatically do this!

Ready to use Simplesat and CallRail automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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

Call Modified

Call Modified

Runs when call is modified

Text Message Received

Text Message Received

Runs when text message is received.

Do thisActions

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

Get Surveys

Get Surveys

Get surveys in simplesat.

List Questions

List Questions

Get a questions in Simplesat.

Upsert Customer

Upsert Customer

Upserts a customer. Will update existing customer if a customer with the same email address is found. Otherwise will create a new customer.

Create Member

Create Member

Create a new team member in simplesat

Update Customer

Update Customer

Update a customer by ID.

Create/Update Customer

Create/Update Customer

Creates/updates a customer.

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Frequently Asked Questions

How do I start an integration between Simplesat and CallRail?

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

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

Absolutely. You can customize how Simplesat 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 Simplesat and CallRail?

The data sync between Simplesat 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 Simplesat 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 Simplesat and CallRail?

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

Simplesat

About Simplesat

Simplesat is a survey tool that makes it easy for any business to collect, analyze and publish customer feedback.

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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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