
When this happens...
Call Ends
New Lead Is Created
Lead Is Updated

Automatically do this!
Create Customer
Update Customer
Create a Discount
Delete a Discount
Generate Order Invoice
Generate Subscription Invoice
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when call ends
Runs when new lead is created
Runs when lead is tagged or its status is updated.
Triggers when a new license key is created
Triggers When a New Order is Created
Trigger's when new customer is created.
Action is the task that follows automatically within your Callingly integrations.
Create a new client and return the client's details.
Connect a lead to the first available team member by phone.
Create or update a lead and schedule your team to call them at a chosen time.
Create a new team
Creates a New Customer
Update a Customer Details

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To start, connect both your Callingly and Lemon Squeezy accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Lemon Squeezy (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Lemon Squeezy. This includes choosing which data fields go into which fields of Lemon Squeezy, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Lemon Squeezy 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 Lemon Squeezy. 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 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 MoreLemon Squeezy is a comprehensive eCommerce platform designed to simplify the process of selling digital products online. It offers tools for managing payments, subscriptions, and customer relationships, making it an ideal solution for creators and businesses looking to monetize their digital content efficiently.
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