Integration

Connect CallRail to Nutshell

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

CallRail5 triggersNutshell6 triggersNutshell12 actions

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What do you want CallRail and Nutshell 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 Nutshell

Triggers and actions 11 triggers · 12 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
Activity Logged
Triggers when an Activity is logged.
Trigger
Lead Won
Triggers when a lead is won.
Trigger
New Activity
Triggers when new Activity is created.
Trigger
New Company
Triggers when new Company is created.
Trigger
New Lead
Triggers when a new Lead is created.
Trigger
New Person
Triggers when new Person is created.
Action
Create Company
Creates a new Company.
Action
Create Lead
Creates a new Lead.
Action
Create Person
Creates a new Person.
Action
Find Company
Finds an existing company.
Action
Find Lead
Finds an existing lead by a particular field. Defaults to searching open leads, falls back to all leads.
Action
Find Person
Finds an existing person.
Action
Find User
Finds an existing User.
Action
Log Activity
Creates and logs a new Activity.
Action
Update Company
Updates an existing Company.
Action
Update Lead
Updates an existing Lead.
Action
Update Lead Outcome
Updates a Lead Outcome.
Action
Update Person
Updates an existing Person.

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