Connect Callingly and Just Invoice
Integrate Callingly with Just Invoice to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Invoice in Just Invoice when Call Ends in Callingly
Get Invoice details from Just Invoice when Call Ends in Callingly
Finalize Invoice in Just Invoice when Call Ends in Callingly
Mark Invoice Paid in Justinvoice-app when Call Ends in Callingly
Cancel an Invoice in Just Invoice when Call Ends in Callingly
Popular Callingly + Just Invoice flows
Start from a real workflow other teams are already running.
Choose a trigger
Callingly
When this happens...
Call Ends
New Lead Is Created
Lead Is Updated
Choose an action
Just Invoice
Automatically do this!
Create Invoice
Get Invoice details
Finalize Invoice
Mark Invoice Paid
Cancel an Invoice
Delete Invoice
Create Invoice in Just Invoice when Call Ends in Callingly
Use this flowGet Invoice details from Just Invoice when Call Ends in Callingly
Use this flowFinalize Invoice in Just Invoice when Call Ends in Callingly
Use this flowMark Invoice Paid in Justinvoice-app when Call Ends in Callingly
Use this flowCancel an Invoice in Just Invoice when Call Ends in Callingly
Use this flowDelete Invoice in Just Invoice when Call Ends in Callingly
Use this flowCreate Invoice in Just Invoice when New Lead Is Created in Callingly
Use this flowGet Invoice details from Just Invoice when New Lead Is Created in Callingly
Use this flowFinalize Invoice in Just Invoice when New Lead Is Created in Callingly
Use this flowMark Invoice Paid in Justinvoice-app when New Lead Is Created in Callingly
Use this flowSupported Triggers & Actions
Everything you can automate between Callingly and Just Invoice.
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.
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
Create Invoice
Create a new invoice with customer details, line items, date, currency, and a customer note.
Get Invoice details
Show details for a selected invoice
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 more
About Just Invoice
Just Invoice is a comprehensive invoicing solution designed to streamline billing processes for businesses of all sizes. With features like customizable templates, automated reminders, and detailed reporting, it simplifies financial management and enhances cash flow efficiency.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Callingly and Just Invoice accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Callingly and Just Invoice as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Just Invoice. No coding required.
Yes. You can set up a workflow where Callingly triggers actions in Just Invoice, and a separate workflow where Just Invoice triggers actions in Callingly. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Callingly and Just Invoice. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Callingly and Just Invoice integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
