CallRail Integration

Call tracking — calls, SMS, form submissions, companies, and trackers. Use CallRail as a communication layer for triggering workflows and sending context where it belongs. Start from Watch Companies, then follow with Get a Call or Get a Call Recording.

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Supported triggers and actions for CallRail integration

Triggers can detect changes in CallRail and run actions that can create, search or modify data inside CallRail automatically [3] — exactly how you set them.

Watch CompaniesTriggers when a new company is created.
Watch Form SubmissionTriggers when a visitor submits a form.
Watch LeadsTriggers when a new lead is generated.
Watch Outbound Caller IDTriggers when a new outbound caller ID appears.
Watch TrackersTriggers when a new tracker is created.
Watch UsersTriggers when a new user is created.
Get a CallRetrieves a single call from the target account.
Get a Call RecordingRetrieves the MP3 recording URL for a specified call.
Get a CompanyRetrieves a single company from the target account.
Get a ConversationRetrieves a single text conversation.
Get a Message FlowRetrieves a single message flow.
Get a TrackerRetrieves a single tracker from the target account.
Get a UserRetrieves a single user from the target account.
Get an AccountRetrieves a single account record.
Get an Email SummaryRetrieves a single summary-email subscription.
Get an Outbound CallerRetrieves a single outbound caller ID from a company.
Get an SMS ThreadRetrieves an SMS thread together with its messages.
List AccountsRetrieves a list of accounts.
List Call Page ViewsRetrieves a paginated list of page views for a given call.
List CallsRetrieves a paginated list of calls in the target account.
List CompaniesRetrieves a paginated list of companies in the target account.
List ConversationsRetrieves every text conversation.
List Form SubmissionsRetrieves a paginated list of form submissions in the target account.
List IntegrationsRetrieves a paginated list of integrations for a company.
List LeadsRetrieves a paginated list of leads in the target account.
List Message FlowsRetrieves a paginated list of message flows for a company.
List NotificationsRetrieves a paginated list of notifications in the target account.
List Outbound Caller IDsRetrieves a paginated list of outbound caller IDs for a company.
List SMS ThreadsRetrieves a paginated list of SMS threads in the target account.
List Summary EmailsRetrieves summary-email subscriptions visible to the current user.
List TagsRetrieves a paginated list of tags in the target account.
List TrackersRetrieves a paginated list of trackers in the target account.
List UsersRetrieves a paginated list of users in the target account.
Create a CallCreates an outbound phone call in the target account.
Create a CompanyCreates a company record in the target account.
Create a Form SubmissionRecords a new form submission in the target account.
Create a Message FlowCreates a new message flow for a company.
Create a NotificationCreates an event alert for a specified user.
Create a TagCreates a tag on a company or account.
Create a Tracker SessionCreates a session tracker for a company.
Create a Tracker SourceCreates a source tracker for a company.
Create a UserCreates a user in the target account.
Create an Email SummaryCreates a summary-email subscription for a user.
Create an IntegrationCreates and activates an integration instance for a company.
Create an Outbound CallerCreates an outbound caller ID for a company.
Delete a Message FlowDeletes a message flow from a company.
Delete a NotificationDeletes a notification by its identifier.
Delete a TagDeletes a tag from the target account.
Delete a UserDeletes a user from the target account.
Delete an Email SummaryDeletes a summary-email subscription so the user stops receiving it.
Delete an Outbound CallerDeletes an outbound caller ID from a company.
Disable a CompanyDisables a company so it no longer tracks activity.
Disable a TrackerDisables a tracker so it no longer captures traffic.
Disable an IntegrationDisables an integration instance for a company.
Make an API CallPerforms an arbitrary authorized API call.
Send a Text MessageSends an SMS to a destination number.
Summarize a CallRetrieves summarized call metrics for an agency or company.
Summarize a Call by Time SeriesRetrieves aggregate call metrics grouped by date.
Summarize Form DataRetrieves summarized form-submission metrics for an agency or company.
Update a CallUpdates a call record in the target account.
Update a CompanyUpdates a company record in the target account.
Update a Form SubmissionUpdates a form-submission record in the target account.
Update a Message FlowUpdates an existing message flow.
Update a NotificationUpdates the properties of a user notification.
Update a TagUpdates a tag in the target account.
Update a Tracker SessionUpdates an existing session tracker for a company.
Update a Tracker SourceUpdates an existing source tracker for a company.
Update a UserUpdates a user in the target account.
Update an Email SummaryUpdates a user's summary-email subscription.
Update an IntegrationUpdates an integration instance for a company.
Update an SMS ThreadUpdates an SMS thread in a company.

How to integrate CallRail in automation workflow?

3 simple steps to make your CallRail connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select CallRail in workflow

Pick CallRail app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect CallRail

When prompted, authorize access to CallRail in WEXTL once. CallRail credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your CallRail account. Approve?

STEP 3

Build a workflow

Build your workflow with CallRail yourself or with WEXTL® AI Builder. Connect CallRail to any available integrations [5], or use HTTP node to go beyond them.

CallRail

How CallRail connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever CallRail app is called in workflows. That allows your communication automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that CallRail supports.

Full CallRail API documentation

The following table illustrates what fields CallRail integration require during authorization flow inside our workflow builder [4].

Demonstration of CallRail connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
API KeyRequired	password	Log in to CallRail → Integrations → API Keys (or Data Access → API Keys) → Create New API v3 Key, then copy and securely save

Connect CallRail to popular apps on WEXTL

Enter a name of the other app you want to sync with CallRail below. Click on selected app to explore integration options with CallRail. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with CallRail integration

Select Watch Trackers trigger from CallRail - this will be a starting point in your automation. Whenever event happens in CallRail, workflow will start [7] from Watch Trackers node.

Search for Create a Tracker Session, connect it as the next step of integration sequence. You can use filters between Watch Trackers and Create a Tracker Session, so only important data pass from Watch Trackers to the next step. WEXTL gives you full control over the process of CallRail automation. All parts of workflow are visible on the canvas [4].

CallRail on WEXTL has 71 modules for combining communication automations. Explore CallRail documentation for more.

CallRail

Watch Trackers

Arpoone

Performs action

Arpoone

Triggers

CallRail

Create a Tracker Session

Demonstration of how visual CallRail automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating CallRail in your workflows.

CallRail has 6 triggers, including "Watch Companies", "Watch Form Submission", and "Watch Leads", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 65 actions, including "Get a Call", "Get a Call Recording", and "Get a Company", and more. Refer to our CallRail Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The CallRail integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by CallRail official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where CallRail provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever CallRail or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for CallRail inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with CallRail modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the CallRail integration.

CallRail integration source code, module specs and credentials implementation.
Internal CallRail integration documentation, structured input and output parameters, scopes, and authentication methods.
Official CallRail vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
WEXTL® Apps Library
WEXTL® CallRail App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

CallRail Integration

Supported triggers and actions for CallRail integration