CallRail + Google Sheets + Daily AI Mortgage Integrations

How to connect CallRail + Google Sheets + Daily AI Mortgage

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Do even more with CallRail + Google Sheets + Daily AI Mortgage

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with CallRail, Google Sheets, and Daily AI Mortgage. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

Phone Call Completed
Triggers after an inbound phone call has been completed and its recording and transcription have 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
Instant
Phone Call Marked as Spam
Triggers when a phone call is marked as "Spam".
Trigger
Instant
Phone Call Started
Triggers when an inbound phone call is started.
Trigger
Instant
Phone Call Tagged
Triggers when a phone call is tagged after it has ended. To receive data about calls tagged via Automation Rules, Keypad Scoring, or a Call Flow, use the Phone Call Completed trigger.
Trigger
Instant
Company Created
Triggers when a new Company is created.
Trigger
Instant

Form Captured
Triggers when a form is captured.
Trigger
Instant
Form Capture Tagged
Triggers when a form capture is tagged.
Trigger
Instant

Outbound Call Completed
Triggers after an inbound 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
Instant

CallRail
Triggers when a Session Tracker is created.
Instant
Trigger
CallRail
Triggers when an SMS message is received.
Instant
Trigger
CallRail
Triggers when an SMS message is sent.
Instant
Trigger
CallRail
Triggers when a Source Tracker is created.
Instant
Trigger
CallRail
Triggers when a User is created.
Instant
Trigger
Google Sheets
Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.
Scheduled
Trigger
Google Sheets
Triggered when a new row is added to the bottom of a spreadsheet.
Instant
Trigger
Google Sheets
Triggered when you create a new spreadsheet.
Scheduled
Trigger
Google Sheets
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Scheduled
Trigger
Google Sheets
Triggered when a new row is added or modified in a spreadsheet.
Instant
Trigger
Google Sheets
Triggered when you create a new worksheet in a spreadsheet.
Scheduled
Trigger
Google Sheets
Create a new column in a specific spreadsheet.
Scheduled
Action
Google Sheets
Create a new row in a specific spreadsheet.
Scheduled
Action
Google Sheets
Create one or more new rows in a specific spreadsheet (with line item support).
Scheduled
Action
Google Sheets
Create a new worksheet by copying an existing worksheet.
Scheduled
Action
Google Sheets
Create a blank spreadsheet or duplicate an existing spreadsheet. Optionally, provide headers.
Scheduled
Action
Google Sheets
Create a blank worksheet with a title. Optionally, provide headers.
Scheduled
Action
Google Sheets
Deletes the content of a row in a specific spreadsheet. Deleted rows will appear as blank rows in your spreadsheet. Please use with caution.
Scheduled
Action
Google Sheets
Format a row in a specific spreadsheet.
Scheduled
Action
Google Sheets
Update a row in a specific spreadsheet.
Scheduled
Action
Google Sheets
Update one or more new rows in a specific spreadsheet (with line item support).
Scheduled
Action
Google Sheets
Finds many matched rows (500 max.) by a column and value.
Scheduled
Action
Google Sheets
Finds a worksheet by title.
Scheduled
Action
Google Sheets
Returns many rows (500 max.) as a single JSON value and flat rows (line items).
Scheduled
Action
Google Sheets
Finds a row by a column and value. Returns the entire row if one is found.
Scheduled
Action
Google Sheets
Finds or creates a specific find worksheet.
Scheduled
Action
Google Sheets
Finds or creates a specific lookup row.
Scheduled
Action
Daily AI Mortgage
Triggers when a new contact is created for some specific user.
Instant
Trigger
Daily AI Mortgage
Create / Update a Contact
Scheduled
Action
Daily AI Mortgage
Create / Update Transaction
Scheduled
Action

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How CallRail + Google Sheets + Daily AI Mortgage Integrations Work

Step 1: Authenticate CallRail, Google Sheets, and Daily AI Mortgage.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.