Connect Callingly and infotems to Build Intelligent Automations

Choose a Trigger

Callingly

When this happens...

Choose an Action

infotems

Automatically do this!

Enable Integrations or automations with these events of Callingly and infotems

Enable Integrations or automations with these events of Callingly and infotems

Actions

Create Client

Create Client

Create a new client in Callingly using the supplied contact details and return the created client's information.

Call Lead

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 Team

Create a team.

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Frequently Asked Questions

How do I start an integration between Callingly and infotems?

To start, connect both your Callingly and infotems accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in infotems (or vice versa).

Can we customize how data from Callingly is recorded in infotems?

Absolutely. You can customize how Callingly data is recorded in infotems. This includes choosing which data fields go into which fields of infotems, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Callingly and infotems?

The data sync between Callingly and infotems typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Callingly to infotems?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Callingly and infotems?

Yes, you can set conditional logic to control the flow of data between Callingly and infotems. 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

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.

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infotems

About infotems

Infotems is a cloud-based, case management software for law practitioners.

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