Connect Callingly and Certifier to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Callingly
Choose an Action
Automatically do this!
Delete Credential
Delete Group
Update a credential
Update a group
Create Group
Issue Credential
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Group
Triggers when new group is created.
Do thisActions
Action is the task that follows automatically within your Callingly integrations.
Create Client
Creates a new client.
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.
Delete Credential
Delete an existing Credential.
Delete Group
Delete an existing group.
Update a credential
Update a credential
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Frequently Asked Questions
To start, connect both your Callingly and Certifier accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Certifier (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Certifier. This includes choosing which data fields go into which fields of Certifier, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Certifier 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 Certifier. 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.
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