Connect Callingly and M91
Integrate Callingly with M91 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Callingly + M91 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
M91
Automatically do this!
Get Channel Alert by ID
Invite Direct Recipient
Get Direct Alert by ID
Invite Channel Members
Create Channel
Send Direct Alert
Send Channel Alert
Close Channel Alert
Delete Direct Recipient
Delete Channel Member
Close Direct Alert
Get Channel Alert by ID from M91 when Call Ends in Callingly
Use this flowInvite Direct Recipient via M91 when Call Ends in Callingly
Use this flowGet Direct Alert by ID from M91 when Call Ends in Callingly
Use this flowInvite Channel Members to a channel in M91 when Call Ends in Callingly
Use this flowCreate Channel in M91 when Call Ends in Callingly
Use this flowSend Direct Alert via M91 when Call Ends in Callingly
Use this flowSend Channel Alert via M91 when Call Ends in Callingly
Use this flowClose Channel Alert in M91 when Call Ends in Callingly
Use this flowDelete Direct Recipient from M91 when Call Ends in Callingly
Use this flowDelete Channel Member from M91 when Call Ends in Callingly
Use this flowSupported Triggers & Actions
Everything you can automate between Callingly and M91.
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
Get Channel Alert by ID
Find a channel alert by its Alert ID or Custom ID using the exact send link provided by the user.
Invite Direct Recipient
Invite a direct alert recipient by phone; provide phone with country code (no +) and optional label.
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 M91
M91 is an alert escalation platform that routes critical notifications to the right people through push, SMS, and voice calls until an alert is acknowledged. It supports actionable alerts and sends responders’ actions back to the originating system.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Callingly and M91 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 M91 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 M91. No coding required.
Yes. You can set up a workflow where Callingly triggers actions in M91, and a separate workflow where M91 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 M91. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Callingly and M91 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
