Connect Callingly and Easybill
Integrate Callingly with Easybill to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Client in Callingly when New Document Created in Easybill
Create Team in Callingly when New Document Created in Easybill
Create Client in Callingly when Project Updated in Easybill
Create Team in Callingly when Project Updated in Easybill
Create Client in Callingly when New Project Created in Easybill
Popular Callingly + Easybill flows
Start from a real workflow other teams are already running.
Choose a trigger
Callingly
When this happens...
Call Ends
New Lead Is Created
Lead Is Updated
Choose an action
Easybill
Automatically do this!
Create Customer
Delete Customer
Update Customer
Create Customer Groups
Delete Customer Group
Update Customer Groups
List Customer Groups
Create Discount Position
Create Position
Delete Position
Find Invoice Items
Update Position
Update Position Discount
Get Discount Position
Delete Discount Position
Create Discount Position Group
Create Position Groups
Get Position Groups
Update Position Groups
Delete Position Groups
Get Discount Position Group
Update Discount Position Groups
Delete Discount Position Group
Create Project
Get Project
Update Project
Delete Project
Create Task
Get Task
Update Task
Delete Task
Create Text Template
Get Text Templates
Update Text Template
Delete Text Template
Create Serial Number
Get Serial Number
Delete Serial Number
Create Stock
Get Stock
Create Document
Find Documents
Delete Document
Update Document
Cancel Document
Send Document
Convert Document
Create Document Payments
Get Document Payment
Delete Document Payment
Create Time Tracking
Update Time Tracking
Delete Tracking Time
Create SEPA Payment
Update SEPA Payment
Delete SEPA Payment
Create a Contact
Update a Contact
Delete Contact
Delete Post-Boxes
Complete Document
Find Documents
Search Customers
List Projects
List Positions
Create Client in Callingly when New Document Created in Easybill
Use this flowCreate Team in Callingly when New Document Created in Easybill
Use this flowCreate Client in Callingly when Project Updated in Easybill
Use this flowCreate Team in Callingly when Project Updated in Easybill
Use this flowCreate Client in Callingly when New Project Created in Easybill
Use this flowCreate Team in Callingly when New Project Created in Easybill
Use this flowCreate Client in Callingly when Project Deleted in Easybill
Use this flowCreate Team in Callingly when Project Deleted in Easybill
Use this flowCreate Client in Callingly when New Task Created in Easybill
Use this flowCreate Team in Callingly when New Task Created in Easybill
Use this flowSupported Triggers & Actions
Everything you can automate between Callingly and Easybill.
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 Document Created
Triggered when a new Document is created in Easybill.
Project Updated
Triggered when an project is updated in Easybill.
New Project Created
Triggered when a new Project is created in Easybill.
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 Customer
Create a customer in a accout
Delete Customer
Delete a Customer from account
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 more
About Easybill
Easybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Callingly and Easybill accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Callingly and Easybill as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Easybill. No coding required.
Yes. You can set up a workflow where Callingly triggers actions in Easybill, and a separate workflow where Easybill triggers actions in Callingly. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Callingly and Easybill. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Callingly and Easybill integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
