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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new ticket created.
Trigger when a new contect is cteated.
Action is the task that follows automatically within your Callingly integrations.
Create a new client in Callingly using the supplied contact details and return the created client's information.
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
Create a team.
Creates a new contact
Creates a new company
Create a new forum category

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Callingly and Freshdesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Freshdesk (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Freshdesk. This includes choosing which data fields go into which fields of Freshdesk, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Freshdesk 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 Freshdesk. 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.
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 MoreFreshdesk is a cloud-based customer service software that provides helpdesk support with all smart automations to get things done faster. It offers ticketing, automation, reporting, and collaboration features to streamline support processes and improve customer engagement.
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