Integration

Connect CallRail to iDigBio

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

CallRail5 triggersiDigBio1 triggeriDigBio6 actions

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What do you want CallRail and iDigBio 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 iDigBio

Triggers and actions 6 triggers · 6 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.
Trigger
New record
Polls for specimen records newly indexed into iDigBio matching a saved search query, sorted by modified/index date. GET /v2/search/records/ sorted on datemodified.
Action
Find media records
Search iDigBio media records (images/media associated with specimens) matching a query. GET/POST /v2/search/media/ using the iDigBio Query Format (mq/rq parameters).
Action
Find records
Search iDigBio specimen records matching a query. GET/POST /v2/search/records/ using the iDigBio Query Format (rq parameter).
Action
Find recordsets
Search iDigBio recordsets (collections/datasets contributed by publishers) matching a query. GET/POST /v2/search/recordsets/ using the iDigBio Query Format (rsq parameter).
Action
Get media record
Retrieve a single iDigBio media record by its UUID. GET /v2/view/mediarecords/{uuid}.
Action
Get record
Retrieve a single iDigBio specimen record by its UUID. GET /v2/view/records/{uuid}.
Action
Get recordset
Retrieve a single iDigBio recordset (dataset) by its UUID. GET /v2/view/recordsets/{uuid}.

Each app on its own

The other way round: iDigBio to CallRail