CallRail

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• Callrail Create Caller ID

  Register a phone number as an outbound caller ID. Triggers a verification call — the recipient must enter the returned validation_code on the keypad. If the call is missed, make another POST request to retry.

• Callrail Create Company

  Create a new company within a CallRail account. Companies are separate entities for tracking numbers, integrations, and reporting. Useful for agencies managing multiple clients or businesses with multiple locations.

• Callrail Create Form Submission

  Create a form submission for a company. CallRail parses phone numbers from form_data to create or find a customer record. Provide referrer/referring_url/landing_page_url for attribution, or pass a session_id to use an existing session's attribution.

• Callrail Create Message Flow

  Create a message flow — an automated SMS workflow triggered by inbound texts. Step types: 'sms_response' (auto-reply with message, first_text flag), 'schedule' (time-of-day branching), 'tag' (apply tags), 'no_response' (terminal). Each lead receives a given auto-reply at most once per 24 hours.

• Callrail Create Notification

  Create a notification alert for a user. Configure which events trigger it (calls, texts), which call types (all, first call, missed/VM), delivery method (email, push, desktop), and scope it to a company, tracker, or agent.

• Callrail Create Outbound Call

  Initiate an outbound phone call between a business and a customer. The business_phone_number rings first; once answered, the customer_phone_number is dialed and connected. Only supports US and Canadian numbers. Optionally record the call or play a greeting.

• Callrail Create Summary Email

  Create a summary email subscription. Configure which sections are included (statistics, top sources, keywords, call log) and delivery frequency (daily, weekly, monthly). Only admins can create subscriptions for other users.

• Callrail Create Tag

  Create a new tag for categorizing calls, texts, and form submissions. Company-level tags require a company_id. Account-level tags (tag_level='account') apply to all companies and require admin access.

• Callrail Create Tracker

  Create a new tracking number (source or session tracker). Source trackers tie a single number to a marketing channel (billboard, Google Ads, etc.). Session trackers create a pool of numbers that rotate for website visitors to track individual sessions. Requires a call flow configuration and source settings.

• Callrail Create User

  Create a new user in the CallRail account. Sends an invitation email to set their password. Requires admin-level API key. Manager and reporting users must have a companies list specifying their access.

• Callrail Delete Caller ID

  Delete an outbound caller ID. The number will no longer be available as a caller ID option for outbound calls.

• Callrail Delete Message Flow

  Delete a message flow. Cannot delete a flow that is currently assigned to a tracker.

• Callrail Delete Notification

  Delete a notification. Only the user who owns the notification (or an admin) can delete it.

• Callrail Delete Summary Email

  Delete a summary email subscription, unsubscribing the user from future deliveries.

• Callrail Delete Tag

  Permanently delete a tag. Removes it from all call flows and interactions. If you want to keep the tag on existing interactions but prevent new usage, use update_tag with disabled='true' instead.

• Callrail Delete User

  Delete a user from the CallRail account. Requires admin-level API key. The user is permanently removed and loses all access.

• Callrail Disable Company

  Disable a company, which deactivates all its tracking numbers and the swap.js script. An account must have at least one active company — the last active company cannot be disabled.

• Callrail Disable Tracker

  Disable a tracking number. The number will stop routing calls. Cannot disable a tracker that is used as the outbound number for form submissions.

• Callrail Get Account

  Retrieve details for a single CallRail account by its ID. Returns the account name, HIPAA status, and outbound recording settings.

• Callrail Get Accounts

  Retrieve all CallRail accounts accessible by the current API key. Returns account IDs, names, HIPAA status, and outbound recording settings. Use this first to discover your account_id, which is required by every other CallRail tool.

• Callrail Get Call

  Retrieve full details of a single call by its ID. Returns caller info, duration, recording URL, direction, and timestamps. Request additional fields like transcription, call_summary, milestones, keywords_spotted, and tags.

• Callrail Get Caller ID

  Retrieve a single outbound caller ID including phone number, name, verification status, and validation code.

• Callrail Get Caller Ids

  Retrieve all outbound caller IDs for a company. These are external phone numbers registered for use as caller ID when making outbound calls through CallRail.

• Callrail Get Calls

  Retrieve a paginated list of phone calls for a CallRail account. Supports filtering by company, tracker, date range, call type, and answer status. Request extra fields like source, tags, transcription, call_summary, and milestones via the 'fields' parameter. Use 'search' to find calls by customer name, phone number, note, or source.

• Callrail Get Call Summary

  Get aggregate call statistics for an account or company. Returns total calls, missed calls, answered calls, first-time callers, average duration, and leads. Group results by source, campaign, keywords, referrer, landing page, or company to analyze marketing performance.