Connect agiliron and Callingly to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for agiliron
Choose an Action
Automatically do this!
Create Client
Call Lead
Create Team
Enable Integrations or automations with these events of agiliron and Callingly
Enable Integrations or automations with these events of agiliron and Callingly
Actions
Create Client
Create a new client in Callingly using the supplied contact details and return the created client's information.
Call Lead
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
Create Team
Create a team.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your agiliron and Callingly accounts to viaSocket. Once connected, you can set up a workflow where an event in agiliron triggers actions in Callingly (or vice versa).
Absolutely. You can customize how agiliron data is recorded in Callingly. This includes choosing which data fields go into which fields of Callingly, setting up custom formats, and filtering out unwanted information.
The data sync between agiliron and Callingly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between agiliron and Callingly. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About agiliron
Agiliron is a SaaS platform for Omni-Channel Commerce focused on helping Product Based Businesses (Retail, Wholesale, Distribution, eCommerce) "Sell More in More Places. But Manage in One".
Learn MoreAbout Callingly
Callingly is a powerful tool designed to help businesses connect with leads instantly by automating the process of making phone calls. It ensures that sales teams can respond to inquiries quickly, improving conversion rates and customer satisfaction.
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