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CallRail

Integration

Marketing & Outreach

✓HIPAA CompliantNo Code Required

CallRail Integration — Automate Patient Outreach & CRM

Connect CallRail to your EHR and CRM. Trigger campaigns from clinical events — recalls, follow-ups, and patient outreach on autopilot.

Triggers

Actions

50+

API Endpoints

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

What you can automate with CallRail

Automated Data Sync

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Keep CallRail data in sync with your EHR and practice management tools — bidirectional, real-time.

Event-Driven Workflows

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When something changes in CallRail, trigger actions across your entire practice stack.

Set up AI agents with

CallRail

Discover popular templates with CallRail

Data Sync

CallRail to Athenahealth integration

Connect CallRail data to your EHR

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Data Sync

CallRail to Google Sheets integration

Sync CallRail updates to Google Sheets

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Messaging

CallRail to Slack integration

Get Slack alerts from CallRail events

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Connect CallRail with 147+ tools

AdvancedMD

EHR & Practice Management

Athenahealth

EHR & Practice Management

Canvas Medical

EHR & Practice Management

Cerbo

EHR & Practice Management

Charm EMR

EHR & Practice Management

Cliniko

EHR & Practice Management

DrChrono

EHR & Practice Management

Elation

EHR & Practice Management

Epic Systems

EHR & Practice Management

Healthie

EHR & Practice Management

ModMed

EHR & Practice Management

Nextech

EHR & Practice Management

OpenEMR

EHR & Practice Management

Practice EHR

EHR & Practice Management

Ritten

EHR & Practice Management

Welkin Health

EHR & Practice Management

Zenoti EMR

EHR & Practice Management

eClinicalWorks

EHR & Practice Management

Availity

Billing & Revenue Cycle

Candidhealth

Billing & Revenue Cycle

Quickbooks

Billing & Revenue Cycle

Tebra (Kareo)

Billing & Revenue Cycle

Fullscript

Pharmacy & e-Prescribing

Tellescope

Telehealth & Virtual Care

...

Join hundreds of medical practices automating their operational workflows with Cevi

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Explore CallRail triggers and actions

Cevi supports 1 CallRail triggers and 5 actions

Generic trigger

Triggers for selected CallRail events

trigger

Get conversations

Returns all conversations

action

Get accounts

Returns all accounts

action

Get form submissions

Returns all from submissions

action

Get calls

Returns all calls

action

Get companies

Returns all companies

action

CallRail API Capabilities

50+ API endpoints. API Key (Bearer) authentication. Real-time webhooks.

View official API documentation

API Endpoints

50+

Authentication

API Key (Bearer)

FHIR

—

Webhooks

Yes ✓

Call Tracking

Call tracking numbers
Call recordings
Call transcripts
Caller ID

Form Tracking

Form submissions
Form tracking
Lead attribution
Custom forms

Analytics

Call analytics
Source attribution
Keyword tracking
ROI reporting

Build your CallRail automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

About CallRail

Marketing & Outreach

callrail

View API documentation

Quick Facts

CategoryMarketing & Outreach

AuthAPI Key (Bearer)

Endpoints50+

FHIR—

WebhooksYes ✓

Frequently asked questions

Yes. Cevi is fully HIPAA-compliant with encryption at rest and in transit, access controls, audit logging, and signed Business Associate Agreements (BAAs) for every healthcare customer.

Most CallRail workflows can be configured in minutes using Cevi's no-code builder. Complex multi-step automations typically take under an hour. Our team provides hands-on implementation support.

Absolutely. Every workflow is fully customizable — you control the triggers, actions, data mappings, conditional logic, error handling, and scheduling. Build exactly what your practice needs.

Cevi includes built-in retry logic, error handling, and queue management. If a connection fails, workflows automatically retry and alert you. No data is lost.