Connect Tess and CallTrackingMetrics
Integrate Tess with CallTrackingMetrics to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Tess + CallTrackingMetrics flows
Start from a real workflow other teams are already running.
Choose a trigger
Tess
When this happens...
- Request a new Trigger for Tess
Choose an action
CallTrackingMetrics
Automatically do this!
Create Contact List
Send SMS
List Tracking Numbers
Search Agents Details in Tess when New Call Starts in CallTrackingMetrics
Use this flowExecute Agent with Tess when New Call Starts in CallTrackingMetrics
Use this flowSearch Agents Details in Tess when Call Ends in CallTrackingMetrics
Use this flowExecute Agent with Tess when Call Ends in CallTrackingMetrics
Use this flowSupported Triggers & Actions
Everything you can automate between Tess and CallTrackingMetrics.
When this happensTriggers
A trigger is an event that starts a workflow.
New Call Starts
Runs when a new call starts.
Call Ends
Runs when a call ends.
Do thisActions
Action is the task that follows automatically within your Tess integrations.
Search Agents Details
Searches for agents and returns a list of matching agents with their key details.
Execute Agent
Runs the Tess assistant and returns the content it creates.
Create Contact List
Creates a new contact list.
Send SMS
Sends an SMS message from your account to a specified phone number.
List Tracking Numbers
Lists tracking numbers with optional filters for number or name.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Tess
Tess is a versatile platform designed to enhance team collaboration and communication. It offers a suite of tools to streamline project management, facilitate seamless communication, and boost productivity across teams.
Learn moreSimilar apps
About CallTrackingMetrics
Provides call tracking, dynamic number insertion, routing, recording, and multi-channel attribution to connect calls, texts, chats, and form fills to the marketing sources that drove them. Offers conversation intelligence (AI-driven transcription and analytics), a softphone, developer APIs, and native integrations (Google Ads, HubSpot, Salesforce) to sync call data across stacks.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Tess and CallTrackingMetrics 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.
Yes. viaSocket uses instant triggers where available, so data moves between Tess and CallTrackingMetrics as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach CallTrackingMetrics. No coding required.
Yes. You can set up a workflow where Tess triggers actions in CallTrackingMetrics, and a separate workflow where CallTrackingMetrics triggers actions in Tess. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between Tess and CallTrackingMetrics. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Tess and CallTrackingMetrics integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
