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CallRail - Create PDF, Word, Excel Documents
CallRail connects with Documentero to turn call and SMS data into ready-to-use documents. You can automatically generate reports, summaries, or client-ready files each time a call or message is logged. This integration helps teams keep accurate records without manual data entry, while ensuring documents are always formatted consistently.
CallRail
Documentero
Triggers
Watch Companies — Triggers when a new company is created.
Watch Trackers — Triggers when a new tracker is created.
Watch Users — Triggers when a new user is created.
Watch Modified Call — Triggers when a call has changed after it’s ended.
Watch Pre-Call — Triggers when an inbound phone call is received by CallRail.
Watch SMS Received — Triggers when an SMS message is received.
Watch SMS Sent — Triggers when an SMS message is sent.
Watch Calls — Triggers when an inbound phone call is received or a call has changed after it's ended.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from CallRail using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from CallRail using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF call logs from CallRail activity
Create SMS communication transcripts in Word from CallRail messages
Export new CallRail company data into Excel reports with Documentero
Generate client-ready call summaries whenever a CallRail call ends
Build structured onboarding documents from new CallRail users
Create weekly performance reports from CallRail trackers in PDF format
Automatically prepare call outcome reports in Word for client meetings
Export CallRail SMS conversations into PDF for compliance records
Generate Excel sheets of inbound call metrics from CallRail data
Create formatted tracker setup documents from CallRail events
How you can use CallRail + Documentero
Client Call Reports
Generate a PDF report after each inbound call that includes caller details, duration, and outcome.
SMS Conversation Logs
Automatically create a .docx file with a record of all SMS messages exchanged with a lead.
Company Activity Summaries
Produce a weekly .xlsx summary of new companies added in CallRail with related activity.
User Onboarding Docs
Generate a welcome document whenever a new user is created in CallRail.
Tracker Setup Records
Create a formatted document each time a new tracker is added in CallRail for internal documentation.
Setup Guides
Zapier Tutorial: Integrate CallRail with Documentero
- Create a new Zap in Zapier.
- Add CallRail to the zap and choose one of the triggers (Watch Companies, Watch Trackers, Watch Users). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the CallRail trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate CallRail with Documentero
- Create a new scenario in Make.
- Add CallRail to the scenario and choose one of the triggers (Watch Companies, Watch Trackers, Watch Users). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the CallRail trigger.
- Run or schedule your scenario and verify the output.
