Sending Outgoing and Ingoing text from CallRail Tracking number through Podio

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21 comments

  • Bill Carovano

    There is an API from CallRail for outbound SMS, but unfortunately it's very limited and that's why automations for this were not included in the REI Pack.

    As noted here, CallRail has a 140-character limit on outbound limits via their API

    https://apidocs.callrail.com/#send-a-text-message

    "Message body ... must be limited to 140 characters."

    smrtPhone or Twilio would be better solutions for text messaging without character limits

    Note also that there is a webhook flow (1-0-5-1 CallRail Text Message) included in the REI Pack that can be used to process incoming text messages to your CallRail number.   So if you advertise your CallRail numbers, people can either call or text those numbers and you can get them into Podio.

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  • Isaac Walker

    Hi Bill Carovano

    Thank you for your response, as much as I want to be able use smrtPhone or Twilio my company is set on sticking with CallRail. I've been able to connect the Outbound Post-calls and the Post-calls to Podio, but I need to figure out a way to send out-going messages to clients using a CallRail tacking number instead of podio sending a different numbers out each time. If you know any solutions or ideas that would be awesome.

    Thank you,

     

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  • Bill Carovano

    Isaac Walker, understood on your situation.

    I can attest that this CallRail API works with the Remote HTTP post action in Podio Workflow Automation: https://apidocs.callrail.com/#send-a-text-message

    As mentioned, this is subjected to the 140 character maximum

    If you run into any stumbling blocks, feel free to report back.

     

     

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  • Isaac Walker

    Bill Carovano

    Thank you for the quick responses I really do appreciate it. Are there any Walkthroughs Or examples that Podio provides of making this happen? I'm a little confused on what I'm supposed to be looking at when I go to the link https://apidocs.callrail.com/#send-a-text-message and where I am supposed to put the HTTP post action in the podio Workflow Automation. 

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  • Bill Carovano

    I was able to get this code in PWA to work.  You'll need to substitute your own CallRail account ID, company ID, tracking number, and integrate with your existing app.

    I'd also suggest adding error handling to keep the strMessage variable to 140 characters or less.

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  • Isaac Walker

    Bill Carovano

    Thank you! I will try this out and report it back to you.

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  • Isaac Walker

    Bill Carovano

    Hi Bill whenever I try to run a test it won't complete because I get a error in workflow Automation saying. "Error: HTTP Response - 400 {"error":"API requests require HTTPS"}". Do I collect the API through podio or Callrail?

    Thank you,

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  • Bill Carovano

    Can you post a screen shot of your flow?

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  • Isaac Walker

    Bill Carovano

    Whenever I try and paste my API token from Callrail it deems it as illegal in the flow because it has numbers mixed with letters.

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  • Bill Carovano

    You will need to put quotes or double quotes around the API token.

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  • Isaac Walker

    Bill Carovano

    I apologize I thought I had it on there already, But after another ran test I am still receiving the same " : Error: HTTP Response - 400 {"error":"API requests require HTTPS"}" code.

    Thank you,

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  • Bill Carovano

    Have you tried changing the "from URL" to start with https:// instead of http://  ?

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  • Isaac Walker

    Bill Carovano

    Yes I did that and it got rid of the API request error. But now I get the error code to  "Error: HTTP call failed."

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  • Bill Carovano

    I don't know if it will fix the problem, but another difference between your flow and mine is that the Tracking Number and Company ID in yours does not have double quotes around it.  I would try making that adjustment to see if it fixes your flow

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  • Isaac Walker

    Bill Carovano

    I went ahead and put double quotes around all the custom variables. Do you think it can be something I've done wrong in my podio app? Also one thing that I'm thinking can be causing it is the trigger, I have it set you happen "When a comment is added". Should it be under a certain trigger like  "External Webhook Event Triggers".?

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  • Bill Carovano

    It can be comment triggered, when item updated, or manual. (Definitely *not* the external webhook trigger).  I recommend putting your code in a manual flow according to best practice #3 on this list: https://help.podio.com/hc/en-us/articles/360019409639-Top-10-Best-Practices-for-Podio-Workflow-Automation

    The issue is most like something that isn't set up correctly with your API call / HTTP post.  Can you add a screen shot of your http post headers.  Click the "opt" link to expand and see this.  My screen shot shows you what should be there.

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  • Isaac Walker

    This is the info I put under my HTTP post. This is the error I get when I try to trigger off comments.

     

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  • Bill Carovano

    Make sure you are using the CallRail "Company ID" and "Account ID" properly in the API call.

    The API call uses the account ID (which is what I tested with), but it looks like you're using the company ID.

     

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  • Isaac Walker

    Bill Carovano

    Thank you for helping me so much with this I realized that I did input the Account ID instead of the Company ID. But the only way to see the Company ID is if I'm a administration on CallRail which I'm not so I am going to ask my boss what the company ID Monday when I head back to work! I will let you know than if it test successfully or not than. Thank you so much once again!

    Thank you,

    Isaac Walker

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  • Isaac Walker

    Good Morning Bill Carovano

    I went ahead and double checked me Company ID and Account ID and flipped them around and it finally worked and I want to thank you for helping me with that! A question I have for you is if I move a clients item to "Completed" how can I remove that from my view but still keep it in a client history without completely deleting after it has been moved to "Complete"?

    Thank you,

    Isaac Walker

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  • Bill Carovano

    Hi Isaac - glad you got the CallRail outbound SMS to work.

    Regarding your other question, the answer is a bit specific to your implementation of Podio.  But it sounds like you just need to adjust the filters for your view (or create a new view) that doesn't include items with a status of "Completed."

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