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Neos + CallRail Integrations

How to connect Neos + CallRail

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Supported triggers and actions

What does this mean?
  • Neos triggers, actions, and search
    Create Intake
    Creates Lead by Email
    Action
    Write
  • CallRail triggers, actions, and search
    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
  • CallRail triggers, actions, and search
    Phone Call Marked as Spam
    Triggers when a phone call is marked as "Spam".
    Trigger
    Instant
  • CallRail triggers, actions, and search
    Phone Call Started
    Triggers when an inbound phone call is started.
    Trigger
    Instant
  • CallRail triggers, actions, and search
    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
  • CallRail triggers, actions, and search
    Company Created
    Triggers when a new Company is created.
    Trigger
    Instant
  • CallRail triggers, actions, and search
    Form Captured
    Triggers when a form is captured.
    Trigger
    Instant
  • CallRail triggers, actions, and search
    Form Capture Tagged
    Triggers when a form capture is tagged.
    Trigger
    Instant
  • CallRail

    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.

    Instant

    Trigger

  • 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

How Neos + CallRail Integrations Work

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

About Neos

Neos is a cloud-based platform that helps law firms resolve more cases and improve overall efficiency.

Related categories

  • CRM (Customer Relationship Management)
callrail logo
callrail logo

About CallRail

CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.
Learn more

Related categories

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