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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Submission
Triggers when a new submission has been added to a specific form.
Do thisActions
Action is the task that follows automatically within your Callingly integrations.
Create Client
Create a new client in Callingly using the supplied contact details and return the created client's information.
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 a team.
Get Submission Data
Get an existing submission data.
Delete User Report
Delete an existing user report.
Delete Submission Data
Delete a single existing submission.
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Step by step guides to integrate Callingly and Jotform
Frequently Asked Questions
To start, connect both your Callingly and Jotform accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Jotform (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Jotform. This includes choosing which data fields go into which fields of Jotform, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Jotform 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 Jotform. 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 Jotform
Jotform is an online form builder that allows users to create and manage forms for all types of data collection. It provides a user-friendly interface with drag-and-drop form elements and a wide range of integration options.
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