
When this happens...
Call Ends
New Lead Is Created
Lead Is Updated

Automatically do this!
Create Task
Create Folder
Comment On a Task
List Projects
List Events
List Users
List Custom-fields
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when call ends
Runs when new lead is created
Runs when lead is tagged or its status is updated.
Trigger When new Task is created.
Trigger When new Project is created.
Triggers when task is created.
Action is the task that follows automatically within your Callingly integrations.
Create a new client and return the client's details.
Connect a lead to the first available team member by phone.
Create or update a lead and schedule your team to call them at a chosen time.
Create a new team
create a task in selected folder.
Creates a new Folder.

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To start, connect both your Callingly and GoodDay accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in GoodDay (or vice versa).
Absolutely. You can customize how Callingly data is recorded in GoodDay. This includes choosing which data fields go into which fields of GoodDay, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and GoodDay 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 GoodDay. 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 MoreGoodDay is a comprehensive work management platform designed to enhance productivity and collaboration. It offers tools for project management, task tracking, time management, and team collaboration, making it an ideal solution for businesses looking to streamline their workflows and improve efficiency.
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