Connect Callingly and Ascora to Build Intelligent Automations
Choose a Trigger
When this happens...
Call Ends
New Lead Is Created
Lead Is Updated
Choose an Action
Automatically do this!
Create Job
Create Quote
Retrieve Job
Create Supplier
Create Enquiries
Create Note
Create Invoice
Ready to use Callingly and Ascora automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Call Ends
Runs when call ends
New Lead Is Created
Runs when new lead is created
Lead Is Updated
Runs when lead is tagged or its status is updated.
New Job
Triggers when a new job is created in Ascora.
Job Status Changed
Triggers when the status of a job is updated in Ascora.
New Enquiry
Triggers when new Enquiry Created.
Do thisActions
Action is the task that follows automatically within your Callingly integrations.
Create Client
Create a new client and return the client's details.
Call Lead
Connect a lead to the first available team member by phone.
Schedule Call
Create or update a lead and schedule your team to call them at a chosen time.
Create Team
Create a new team
Create Job
Creates a new job in Ascora.
Create Quote
Creates a new Quotation.
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Frequently Asked Questions
To start, connect both your Callingly and Ascora accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Ascora (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Ascora. This includes choosing which data fields go into which fields of Ascora, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Ascora 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 Ascora. 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 Ascora
Ascora is a comprehensive job management software designed to streamline operations for trades and service businesses. It offers features such as scheduling, quoting, invoicing, and customer management, making it an essential tool for businesses looking to enhance productivity and efficiency.
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