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What do you want CallRail and Vouchsafe 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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Triggers and actions 7 triggers ยท 8 actions
Trigger
Form CapturedTriggers when a form is captured.
Trigger
Outbound Call CompletedTriggers 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 StartedTriggers when an inbound phone call is started.
Trigger
SMS ReceivedTriggers when an SMS message is received.
Trigger
SMS SentTriggers when an SMS message is sent.
Trigger
User Needs ReviewTriggers when a user could not be automatically verified, and needs your review.
Trigger
User VerifiedTriggers when a verification is automatically completed.
Action
Find addresses by postcodeSearch for addresses matching a given postcode. GET /api/v1/postcode-search (SearchPostcode).
Action
Get account detailRetrieve details for a specific monitored account (subject of an alert). GET /api/v1/accounts/{id} (GetAccountDetail).
Action
Get teamRetrieve details for a Vouchsafe team/workspace by ID. GET /api/v1/teams/{id} (GetTeam).
Action
Get verificationRetrieve a verification case's status and check results by ID. GET /api/v1/verifications/{id}.
Action
List verificationsList verification cases for the team. GET /api/v1/verifications.
Action
Perform smart lookupLook up and enrich identity details (e.g. email/phone) via Vouchsafe's smart lookup service. POST /api/v1/smart-lookups (PerformSmartLookup).
Action
Request VerificationStarts a verification session for an applicant, new user or customer.
Action
Toggle alertsEnable or disable proactive alert monitoring for an account. POST /api/v1/accounts/{id}/toggle-alerts (ToggleAlerts).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.