STEP 1
Connect CallRail and Klara
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 Klara Integration
Connect CallRail and Klara to automate communication workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about CallRail and Klara
Detailed info you need to know about CallRail and Klara integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect CallRail to Klara
Set up your CallRail and Klara integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CallRail and Klara 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 Klara. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CallRail and Klara work in WEXTL?
WEXTL exposes actions and triggers for CallRail and Klara 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 triggersKlara 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.
Klara modules
- Add Image to an ArticleAttaches an image to an existing article by its ID.
- Archive a LetterMoves a letter from the Letterbox to the root or a specified folder in Storage.
- Create a CustomerCreates a new customer record in Klara.
- Create a Customer AddressAdds a new address to an existing customer record.
- Create a Customer ContactAdds a new contact person to an existing customer record.
- Create a DeliveryCreates a delivery and sends documents to recipients on behalf of a sender.
- Create a Delivery PreviewGenerates a preview of all available delivery channels without actually sending any documents.
- Create a Delivery PricingGenerates a pricing preview for all available delivery channels without sending any documents.
- Create a Single DeliveryCreates a single documentary delivery for a specific document and recipient.
- Create a Synchronous DeliverySends documents for a sender synchronously and returns the delivery status immediately.
- Create a Tenant ProfileCreates a new profile for a tenant in Klara.
- Create an ArticleCreates a new article in the company's article catalog.
- Create BillerCreates a new biller configuration for a tenant.
- Create Bulk ArticlesCreates multiple articles in the company's catalog in a single request.
- Create Company TenantCreates a new Klara business company tenant account.
- Create Email Monitoring EntriesRegisters new email addresses for delivery monitoring.
- Delete a CustomerPermanently deletes a customer record by its ID.
- Delete a Customer AddressRemoves a specific address from a customer record by its ID.
- Delete a Customer ContactRemoves a specific contact from a customer record by its ID.
- Delete a LetterDeletes a letter from the user's Letterbox by its ID.
- Delete an ArticlePermanently deletes an article from the company's catalog by its ID.
- Delete Billers' AssetRemoves a specific asset (e.g. logo) associated with a biller.
- Get a CustomerRetrieves a single customer record by its ID.
- Get a Customer AddressRetrieves a specific address from a customer record by its ID.
- Get a LetterRetrieves the details of a letter by its ID.
- Get a Letter ThumbnailRetrieves a thumbnail image preview of a letter by its ID.
- Get a Matching Process StatusRetrieves the current status of an identity matching process by its ID.
- Get a Matching ResultRetrieves all matching results produced by a given identity matching run.
- Get a Tenant ProfileRetrieves a profile associated with a given tenant ID.
- Get an ArticleRetrieves the details of an article by its ID.
- Get BillerRetrieves the biller configuration for a tenant.
- Get Biller AssetRetrieves a specific asset (e.g. logo) associated with a biller.
- Get Company TenantRetrieves the business company details for a given tenant.
- Get Current Accounting SystemRetrieves the currently configured accounting system for the company.
- Get Delivery Preview StatusRetrieves the current status of a delivery channel preview.
- Get Delivery Pricing StatusRetrieves the current pricing status for a delivery channel.
- Get Delivery StatusRetrieves the current status of a delivery by its ID.
- List ArticlesReturns a list of all articles in the company's catalog.
- List Booking StatisticsReturns a list of booking statistics for the company.
- List Company VATReturns a list of VAT configurations for the company.
- List CustomersReturns a paginated list of all customers in the account.
- List Customers AddressReturns a list of all addresses associated with customers.
- List Customers ContactsReturns a list of all contacts associated with customers.
- List Deleted LettersReturns a list of letters that have been deleted by the user.
- List Delivery Monitoring DataReturns monitoring data for all deliveries in the account.
- List DirectoriesReturns all folders (branded, unbranded, and subfolders) in the Storage.
- List Directory LettersReturns letters stored in the root Storage or in a specific folder.
- List LettersReturns a list of letters in the user's Letterbox.
- List RecipientsReturns a list of recipients registered in the account.
- List SectorsReturns a list of available business sectors.
Frequently asked questions
Common questions about connecting CallRail and Klara.
Connect your CallRail and Klara 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 Image to an Article" in Klara. CallRail has 6 triggers (including Watch Companies, Watch Form Submission, and Watch Leads); Klara has 69 actions (including Add Image to an Article, Archive a Letter, and Create a Customer). 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-Klara 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 Klara) 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 + Klara 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 Klara integration.
- CallRail and Klara integration source code, module specs and credentials implementation.
- Our CallRail and Klara integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CallRail and Klara — 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
- Klara integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library