STEP 1
Connect CallRail and Circle
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
CallRail and Circle Integration
Build communication workflows between CallRail and Circle on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about CallRail and Circle
Detailed info you need to know about CallRail and Circle integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect CallRail to Circle
Set up your CallRail and Circle integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CallRail and Circle nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between CallRail and Circle. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CallRail and Circle work in WEXTL?
WEXTL exposes actions and triggers for CallRail and Circle that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
CallRail triggersCircle actions
CallRail modules
- 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.
- 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.
- Make an API CallPerforms an arbitrary authorized API call.
- Send a Text MessageSends an SMS to a destination number.
Circle modules
- Add Member To SpaceAdds member To Space.
- Add Member To Space GroupAdds member To Space Group.
- Create CommentCreates a new comment.
- Create ContactCreates a new contact.
- Create Course LessonCreates course Lesson.
- Create Course SectionCreates course Section.
- Create EventCreates a new event.
- Create PostCreates a new post.
- Create SpaceCreates a new space.
- Create Space GroupCreates space Group.
- Create TopicCreates a new topic.
- Delete CommentDeletes an existing comment.
- Delete Course LessonDeletes course Lesson.
- Delete Course SectionDeletes course Section.
- Delete EventDeletes an existing event.
- Delete PostDeletes an existing post.
- Delete SpaceDeletes an existing space.
- Delete Space GroupDeletes space Group.
- Delete TopicDeletes an existing topic.
- Get CommentReturns a single comment.
- Get CommunityReturns a single community.
- Get Community MemberGets community Member.
- Get Course LessonGets course Lesson.
- Get Course SectionGets course Section.
- Get Current UserGets current User.
- Get Member TagGets member Tag.
- Get Page Profile FieldsGets page Profile Fields.
- Get PostReturns a single post.
- Get SpaceReturns a single space.
- Get Space GroupGets space Group.
- Get Space Group MemberGets space Group Member.
- Get Tagged MemberGets tagged Member.
- Invite Community MemberInvites community Member.
- Like CommentLikes the comment.
- Like PostLikes the post.
- List Comment LikesRetrieves a list of comment Likes.
- List CommentsRetrieves a list of comments.
- List CommunitiesRetrieves a list of communities.
- List Community Member ChargesRetrieves a list of community Member Charges.
- List Community Member SpacesRetrieves a list of community Member Spaces.
- List Community Member SubscriptionsRetrieves a list of community Member Subscriptions.
- List Community MembersRetrieves a list of community Members.
- List Course LessonsRetrieves a list of course Lessons.
- List Course SectionsRetrieves a list of course Sections.
- List Event AttendeesRetrieves a list of event Attendees.
- List EventsRetrieves a list of events.
- List Flagged ContentsRetrieves a list of flagged Contents.
- List Member TagsRetrieves a list of member Tags.
- List Post LikesRetrieves a list of post Likes.
- List PostsRetrieves a list of posts.
Frequently asked questions
Common questions about connecting CallRail and Circle.
Connect your CallRail and Circle accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when CallRail's "Watch Companies" fires, WEXTL can "Add Member To Space" in Circle. CallRail has 6 triggers (including Watch Companies, Watch Form Submission, and Watch Leads); Circle has 75 actions (including Add Member To Space, Add Member To Space Group, and Create Comment). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. CallRail-to-Circle automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment CallRail (or Circle) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your CallRail + Circle automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the CallRail and Circle integration.
- CallRail and Circle integration source code, module specs and credentials implementation.
- Our CallRail and Circle integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CallRail and Circle — 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.
- CallRail integration information
- Circle integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library