Connect Callingly and Form Publisher to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Callingly
Choose an Action
Automatically do this!
- Request a new Action for Form Publisher
Enable Integrations or automations with these events of Callingly and Form Publisher
Enable Integrations or automations with these events of Callingly and Form Publisher
Actions
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.
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Frequently Asked Questions
To start, connect both your Callingly and Form Publisher accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Form Publisher (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Form Publisher. This includes choosing which data fields go into which fields of Form Publisher, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Form Publisher 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 Form Publisher. 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 Form Publisher
Form Publisher is a tool that automates the process of generating documents from form responses. It allows users to create customized documents, such as PDFs, Word files, or Google Docs, based on the data collected from forms. This service is ideal for businesses and individuals who need to streamline document creation and management.
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