Integrations Zoho Contracts CallRail
Zoho Contracts + CallRail

Connect Zoho Contracts and CallRail to Build Intelligent Automations

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Zoho Contracts

When this happens...

Choose an Action

CallRail

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Ready to use Zoho Contracts 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 Completed

Call Routing Completed

Runs when Call Routing is Completed.

Call Modified

Call Modified

Runs when a 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 Zoho Contracts integrations.

Create Department

Create Department

Create a new department in Zoho Contracts

Create department

Create department

Create a new department in Zoho Contracts.

Create Obligation Category

Create Obligation Category

Create a new obligation category to organize contract duties and requirements.

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 Zoho Contracts and CallRail?

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

Can we customize how data from Zoho Contracts is recorded in CallRail?

Absolutely. You can customize how Zoho Contracts 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 Zoho Contracts and CallRail?

The data sync between Zoho Contracts 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 Zoho Contracts 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 Zoho Contracts and CallRail?

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

Zoho Contracts

About Zoho Contracts

Zoho Contracts is a comprehensive platform designed to streamline contract management processes, offering tools for drafting, reviewing, and managing contracts efficiently.

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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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