Connect CallRail and AccuLynx to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings CallRail and AccuLynx together. Build enterprise-grade automation in minutes.

Our most popular template

Create new AccuLynx leads from captured CallRail forms
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CallRail + AccuLynx
Generate new AccuLynx leads from completed CallRail phone calls
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CallRail + AccuLynx

Create new AccuLynx leads from captured CallRail forms

Details

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CallRail + AccuLynx

Generate new AccuLynx leads from completed CallRail phone calls

Details

Try it

CallRail + AccuLynx

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate CallRail with AccuLynx - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Phone Call Completed" from CallRail.

Add your action

An action happens after the trigger—such as "Create Contact" in AccuLynx.

You’re connected!

Zapier seamlessly connects CallRail and AccuLynx, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Company
  Required
Trigger
Instant
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- Accounts
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Accounts
  Required
Trigger
Instant
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Contact Changed
Triggers when contact details have changed. This action registers a webhook listener for the contact_changed event.
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Instant
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Job Category Changed
Triggers when a job Category from a job is changed. This action registers a webhook listener for the job_category_changed event.
Trigger
Instant
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Job Company Representative Changed
Triggers when the representative for a job company is modified. This action registers a webhook listener for the job_company_representative_changed event.
Trigger
Instant
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Job Created
Triggers when a new job is created. This action registers a webhook listener for the job_created event.
Trigger
Instant
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Job Initial Appointment Updated
Triggers when an initial appointment is updated for a job. This action registers a webhook listener for the job.appointments.initial_updated event.
Trigger
Instant
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Job Milestone Status Current Changed
Triggers when the current status within a milestone of a job changes to another status in the same milestone.
Trigger
Instant
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Job Work Type Changed
Triggers when a work type from a job is changed. This action registers a webhook listener for the job_work_type_changed event.
Trigger
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- Contact ID
  Required
- Custom Field ID
  Required
- Field Type
  Required
- Field Values
  Required
Action
Write
- Contact
  Required
- Lead source
- Job category
- Work type
- Trade types
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
Action
Write
- First name
  Required
- Last name
- Company name
- Phone Number 1
- Phone Extension 1
- Phone Type 1
- Phone Number 2
- Phone Extension 2
- Phone Type 2
- Phone Number 3
- Phone Extension 3
- Phone Type 3
- Email Address
- Cross Reference
- Job Category
- Work Type
- Street
- Street 2
- City
- State
- Zip Code
- Country
- Priority
- Notes
- Sales Person
- Initial Appointment
- Trade Types
Action
Write
- ContactIdentifier
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search

- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
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Contact Added
Triggers when a new Contact is added. This action registers a webhook listener for the contact_added event.
Trigger
Instant
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- Standard Milestones
  Required
Trigger
Polling
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Job Company Representative Assigned
Triggers when the representative for a job company is assigned. This action registers a webhook listener for the job_company_representative_assigned event.
Trigger
Instant
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Job Primary Contact Changed
Triggers when a Job changed its primary Contact. This action registers a webhook listener for the job_contacts_primary_changed event.
Trigger
Instant
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Job Initial Appointment Created
Triggers when a initial appointment is created for a job. This action registers a webhook listener for the job_initial_appointment_created event.
Trigger
Instant
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Job Milestone Current Changed
Triggers when the current milestone of a job is changed. This action registers a webhook listener for the job_milestone_current_changed event.
Trigger
Instant
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Job Trade Type Changed
Triggers when a trade type from a job is changed. This action registers a webhook listener for the job_trade_type_changed event.
Trigger
Instant
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- Contact type
  Required
- First name
  Required
- Last name
  Required
- Cross reference
- Company name
- Company job title
- Note
- Phone Number
- Extension
- Is primary?
- Can receive text messages?
- Phone number type
- Email Address
- Is primary?
- Email address type
- Street 1
- Street 2
- City
- Zip Code
- Country
- State
- Street 1
- Street 2
- City
- Zip Code
- Country
- State
Action
Write
- JobId
  Required
- Start date (UTC format)
  Required
- End date (UTC format)
  Required
- Notes
Action
Write
- Job ID
  Required
- Custom Field ID
  Required
- Field Type
  Required
- Field Values
  Required
Action
Write
- Search term
Action
Search
- JobId
  Required
Action
Search
- JobIdentifier
  Required
Action
Search
- Name
  Required
Action
Search

For AI agents & developers

Use CallRail and AccuLynx with AI agents and code

Beyond Zap workflows. Call CallRail and AccuLynx actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose CallRail and AccuLynx actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Contact

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger CallRail and AccuLynx actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* callrail / acculynx action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use CallRail and AccuLynx

Create leads in AccuLynx for tagged calls.

Stay organized by ensuring all tagged calls indicating potential customers in CallRail automatically create a new lead in AccuLynx. This reduces the chance of missing prospective clients and streamlines the lead management process. Zapier ensures leads are created consistently and efficiently.

Business Owner

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Track form submissions from CallRail as leads.

Track marketing effectiveness by linking potential customers to your roofing projects. When a form is captured in CallRail, Zapier can automatically create a new lead in AccuLynx. This helps maintain consistency in your lead collection and ensures nothing falls through the cracks.

Marketing & Marketing Ops

Try it

Learn how to automate CallRail on the Zapier blog

Make work flow with AI

Level up your CallRail to AccuLynx integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About CallRail

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

Learn moreLearn moreHelpHelp

Related categories

Call Tracking

About AccuLynx

AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect CallRail and AccuLynx to power AI-driven automation

Launch your first automated workflow

Create new AccuLynx leads from captured CallRail forms

Generate new AccuLynx leads from completed CallRail phone calls

Create new AccuLynx leads from captured CallRail forms

Generate new AccuLynx leads from completed CallRail phone calls

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use CallRail and AccuLynx with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use CallRail and AccuLynx

Create leads in AccuLynx for tagged calls.

Track form submissions from CallRail as leads.

Learn how to automate CallRail on the Zapier blog

6 ways to automate CallRail with Zapier

Make work flow with AI

Connect CallRail to AccuLynx on the world's largest no-code automation platform