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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record Created
Triggers when a new record is created in the datasheet.
New Form
Triggers when a form is submitted and received.
Do thisActions
Action is the task that follows automatically within your Callingly integrations.
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.
Create a New Record
Create a new record in datasheet.
Delete a Record
Delete a record from a datasheet by its record ID
Get all Fields
Get all fields of a datasheet
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Frequently Asked Questions
To start, connect both your Callingly and AITable.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in AITable.ai (or vice versa).
Absolutely. You can customize how Callingly data is recorded in AITable.ai. This includes choosing which data fields go into which fields of AITable.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and AITable.ai 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 Callingly and AITable.ai. 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 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.
Learn MoreAbout AITable.ai
AITable.ai offers automation and AI-powered solutions to enhance table management and data analysis for businesses, aiming to streamline operations and improve decision-making.
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