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Connect Callingly and Loom

Integrate Callingly with Loom to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between Callingly and Loom.

When this happensTriggers

A trigger is an event that starts a workflow.

Call Ends

Call Ends

Runs when call ends

New Lead Is Created

New Lead Is Created

Runs when new lead is created

Lead Is Updated

Lead Is Updated

Runs when lead is tagged or its status is updated.

Request a new Trigger for Callingly

Do thisActions

Action is the task that follows automatically within your Callingly integrations.

Create Client

Create Client

Create a new client and return the client's details.

Call Lead

Call Lead

Connect a lead to the first available team member by phone.

Schedule Call

Schedule Call

Create or update a lead and schedule your team to call them at a chosen time.

Create Team

Create Team

Create a new team

Get Video Metadata

Get Video Metadata

Retrieve Loom video info

Generate Embed Code

Generate Embed Code

Create iframe code from Loom

Request a new Action for Callingly
How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Callingly
Callingly + Loom
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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.

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Integrations Loom
Loom + Callingly
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About Loom

Loom is a video messaging tool that helps you get your message across through instantly shareable videos. With Loom, you can record your screen, voice, and face to create an engaging video that can be shared with others. It's perfect for team collaboration, providing feedback, or communicating complex ideas in a more personal and effective way.

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Frequently Asked Questions

How do I connect Callingly and Loom?

Sign up for a free viaSocket account, then authorize both your Callingly and Loom 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Callingly and Loom as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Callingly to Loom?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Loom. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Callingly triggers actions in Loom, and a separate workflow where Loom triggers actions in Callingly. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Callingly and Loom. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Callingly and Loom integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.