Connect Callingly and Infinity to Build Intelligent Automations
Choose a Trigger
When this happens...
Call Ends
New Lead Is Created
Lead Is Updated
Choose an Action
Automatically do this!
Get a board
Find a folder
Get a member
File Upload
Create a New Comment
Create a New Folder
Search workspaces
Search Profile Data
Search Members
Delete Member
Delete View
Create Board
Create Attributes
Delete Attribute
Search Item
Ready to use Callingly and Infinity automations
Actions and Triggers
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 Member
Triggers when a new member is invited in startinfinity.
New Attributes
Triggers when a new attributes is created.
New Item
Triggers when a new item is created.
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
Get a board
Gets a board in one of your workspaces.
Find a folder
Find a folder in one of your boards.
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Frequently Asked Questions
To start, connect both your Callingly and Infinity accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Infinity (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Infinity. This includes choosing which data fields go into which fields of Infinity, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Infinity 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 Infinity. 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 Infinity
Startinfinity is a flexible project management tool designed to help teams organize and prioritize their work in a customizable, collaborative online space
Learn More
