Teamwork Desk + CallRail Integrations

How to connect Teamwork Desk + CallRail

Zapier lets you send info between Teamwork Desk and CallRail automatically—no code required.

When this happens...

Company Created

Triggers when a new Company is created.

automatically do this!

Add Reply to Ticket

Add a reply to a ticket.

Supported triggers and actions

What does this mean?

New Agent Reply
Triggers when an agent sends a new reply.
Trigger
Instant
New Customer
Triggers when a new customer is created.
Trigger
Instant
New Customer Reply
Triggers when a customer sends a new reply.
Trigger
Instant
Thread Edited
Triggers when a thread has been edited.
Trigger
Instant
Ticket Assigned
Triggers when a ticket is assigned.
Trigger
Instant

New Ticket
Triggers when a new ticket is created.
Trigger
Instant
New Ticket Note
Triggers when a ticket note is created.
Trigger
Instant

Ticket Unassigned
Triggers when a ticket is unassigned.
Trigger
Instant

Teamwork Desk
Add a reply to a ticket.
Scheduled
Action
Teamwork Desk
Assigns ticket to the specified user.
Scheduled
Action
Teamwork Desk
Creates a new customer.
Scheduled
Action
Teamwork Desk
Creates a new ticket.
Scheduled
Action
Teamwork Desk
Links a Teamwork Projects task to a ticket.
Scheduled
Action
Teamwork Desk
Unassigns a ticket.
Scheduled
Action
Teamwork Desk
Updates an existing customer.
Scheduled
Action
Teamwork Desk
Updates an existing ticket.
Scheduled
Action
Teamwork Desk
Find an existing customer by name or email address.
Scheduled
Action
Teamwork Desk
Finds an existing ticket by ticket ID or keyword search.
Scheduled
Action
Teamwork Desk
Find or Create Customer
Scheduled
Action
Teamwork Desk
Find or Create Ticket
Scheduled
Action
CallRail
Triggers when an inbound phone call is completed and includes post call fields (e.g. recording URL, duration, etc.).
Instant
Trigger
CallRail
Triggers when a phone call is marked as "Spam".
Instant
Trigger
CallRail
Triggers when an inbound phone call is started.
Instant
Trigger
CallRail
Triggers when a phone call is tagged.
Instant
Trigger
CallRail
Triggers when a new Company is created.
Instant
Trigger
CallRail
Triggers when a form is captured.
Instant
Trigger
CallRail
Triggers when a form capture is tagged.
Instant
Trigger
CallRail
Triggers when an outbound call finishes.
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 Teamwork Desk + CallRail Integrations Work

Step 1: Authenticate Teamwork Desk + CallRail.
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.