What actions can I run in CallRail?

65 actions are available, including "Get a Call", "Get a Call Recording", and "Get a Company", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

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

CallRail Integrations

Call tracking — calls, SMS, form submissions, companies, and trackers. Use CallRail as the alert layer — trigger from any app, post back with context.

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Data Encryption
2FA
Local Data Region

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 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.
Get a TrackerRetrieves a single tracker from the target account.
Get a UserRetrieves a single user from the target account.
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 an Email SummaryCreates a summary-email subscription for a user.
Create an IntegrationCreates and activates an integration instance for a company.
Create a NotificationCreates an event alert for a specified user.
Create an Outbound CallerCreates an outbound caller ID for a company.
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.
Delete a Message FlowDeletes a message flow from a company.
Delete an Email SummaryDeletes a summary-email subscription so the user stops receiving it.
Delete a NotificationDeletes a notification by its identifier.
Delete an Outbound CallerDeletes an outbound caller ID from a company.
Delete a TagDeletes a tag from the target account.
Delete a UserDeletes a user from the target account.
Disable a CompanyDisables a company so it no longer tracks activity.
Disable an IntegrationDisables an integration instance for a company.
Disable a TrackerDisables a tracker so it no longer captures traffic.
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 an Email SummaryUpdates a user's summary-email subscription.
Update an IntegrationUpdates an integration instance for a company.
Update a NotificationUpdates the properties of a user notification.
Update an SMS ThreadUpdates an SMS thread in a company.
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.

When to use CallRail

Common scenarios where CallRail automation saves time and reduces manual work.

React to "Watch Companies" in CallRail in real time: route the event into CRM, chat, ticketing, or any connected service.
Run "Get a Call Recording" in CallRail from any upstream event — map fields once and let the automation handle the rest.
Layer "Watch Leads" from CallRail with filters, transforms, and AI steps to build automations that match your exact business logic.

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. Use them to start workflows the moment CallRail events fire — no polling required.

CallRail Integrations

When to use CallRail

Frequently asked questions

CallRail Integrations

When to use CallRail

Connect CallRail to any app in workflows

Frequently asked questions

Connect CallRail to any app in workflows

Connect CallRail to any app in workflows

Connect CallRail to any app in workflows

CallRail Integrations

CallRail triggers and actions

When to use CallRail

Frequently asked questions

What triggers does CallRail support?

What actions can I run in CallRail?

Do I need to write code to automate this?

Is the integration secure?

CallRail Integrations

CallRail triggers and actions

When to use CallRail

Connect CallRail to any app in workflows

Frequently asked questions

What triggers does CallRail support?

What actions can I run in CallRail?

Do I need to write code to automate this?

Is the integration secure?

Connect CallRail to any app in workflows

Connect CallRail to any app in workflows

Connect CallRail to any app in workflows