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Automate tasks across CallRail with Formitize

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make CallRail and Formitize talk.
Here are some common ways to automate work between them.

Send a Formitize notification when CallRail receives a high-priority item.Try now
Create a Formitize follow-up from new qualified activity in CallRail.Try now
Copy new customer details from CallRail into Formitize.Try now
Update the matching Formitize item when a CallRail status changes.Try now
Start a review in Formitize when CallRail flags an exception.Try now
Summarize new CallRail activity and save it in Formitize.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your CallRail and Formitize work.

Connect your CallRail and Formitize. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 47 actions between CallRail and Formitize.
Can’t find an action you need? Let us know.

Get AccountRun a get account action in CallRail.List AccountsRun a list accounts action in CallRail.Get CallRun a get call action in CallRail.List CallsRun a list calls action in CallRail.Update CallUpdate call in CallRail.Create CompanyCreate company in CallRail.Disable CompanyRun a disable company action in CallRail.Get CompanyRun a get company action in CallRail.List CompaniesRun a list companies action in CallRail.Update CompanyUpdate company in CallRail.Create Form SubmissionCreate form submission in CallRail.List Form SubmissionsRun a list form submissions action in CallRail.Update Form SubmissionUpdate form submission in CallRail.Get Call Page ViewsRun a get call page views action in CallRail.Get Call RecordingRun a get call recording action in CallRail.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with CallRail and Formitize.

MindCloud connects CallRail and Formitize so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.