Connect Callingly and InVision to Build Intelligent Automations

Choose a Trigger

Callingly

When this happens...

Choose an Action

InVision

Automatically do this!

Enable Integrations or automations with these events of Callingly and InVision

Enable Integrations or automations with these events of Callingly and InVision

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 InVision?

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

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

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

How often does the data sync between Callingly and InVision?

The data sync between Callingly and InVision 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 InVision?

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 InVision?

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

About InVision

InVision is a leading digital product design platform that empowers teams to collaborate, prototype, and iterate on their design projects seamlessly. It offers a suite of tools for creating interactive and high-fidelity prototypes, facilitating design feedback, and managing design workflows efficiently.

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