Integration

Connect CallRail to Easybill

When something happens in CallRail, your agent does the next thing in Easybill. Describe it in plain language and the automation is built, tested on every branch and kept running.

CallRail5 triggersEasybill14 actions

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What do you want CallRail and Easybill to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with CallRail and Easybill

Triggers and actions 5 triggers · 14 actions

Trigger
Form Captured
Triggers when a form is captured.
Trigger
Outbound Call Completed
Triggers after an outbound phone call has been completed and its recording and transcription have been completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.
Trigger
Phone Call Started
Triggers when an inbound phone call is started.
Trigger
SMS Received
Triggers when an SMS message is received.
Trigger
SMS Sent
Triggers when an SMS message is sent.
Action
Add customer
Create a new customer. POST /customers
Action
Add document
Create a new document (invoice, quote, etc). POST /documents
Action
Add project
Create a new project. POST /projects
Action
Add task
Create a new task. POST /tasks
Action
Add time tracking
Create a new time tracking entry. POST /time-trackings
Action
Delete customer
Delete a customer. DELETE /customers/{id}
Action
Delete document
Delete a document. DELETE /documents/{id}
Action
Get customer
Fetch a single customer by id. GET /customers/{id}
Action
Get document
Fetch a single document by id. GET /documents/{id}
Action
List documents
Fetch a list of documents. GET /documents
Action
List projects
Fetch a list of projects. GET /projects
Action
List tasks
Fetch a list of tasks. GET /tasks
Action
Update customer
Update an existing customer. PUT /customers/{id}
Action
Update document
Update an existing document. PUT /documents/{id}

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The other way round: Easybill to CallRail