IntegrationsCallinglyMegaventory
Callingly + Megaventory

Connect Callingly and Megaventory to Build Intelligent Automations

Choose a Trigger

Callingly

When this happens...

Choose an Action

Megaventory

Automatically do this!

Ready to use Callingly and Megaventory automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Product Inserted

Product Inserted

Triggers when a new Product is created.

Purchase Order Inserted

Purchase Order Inserted

Triggers when a new Purchase Order is created in Pending state.

Purchase Order Approved

Purchase Order Approved

Triggers when a Purchase Order is Approved.

Purchase Order Items Received

Purchase Order Items Received

Trigger when purchase order items are received.

Purchase Order Items Invoiced

Purchase Order Items Invoiced

Trigger when New Purchase Order Items Invoiced.

Purchase Order Closed

Purchase Order Closed

Trigger when Purchase Order Closed.

Do thisActions

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

Create Client

Create Client

Creates a new client.

Call Lead

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 Team

Create a team.

Update Sales Quote

Update Sales Quote

Update an existing sales quote

Update Sales Order

Update Sales Order

Updates details of an existing sales order

Update Purchase Order

Update Purchase Order

Updates details of an existing purchase order

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Frequently Asked Questions

How do I start an integration between Callingly and Megaventory?

To start, connect both your Callingly and Megaventory accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Megaventory (or vice versa).

Can we customize how data from Callingly is recorded in Megaventory?

Absolutely. You can customize how Callingly data is recorded in Megaventory. This includes choosing which data fields go into which fields of Megaventory, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Callingly and Megaventory?

The data sync between Callingly and Megaventory typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Callingly to Megaventory?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Callingly and Megaventory?

Yes, you can set conditional logic to control the flow of data between Callingly and Megaventory. 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

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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Megaventory

About Megaventory

Integrate with Megaventory to manage inventory, orders, and supply chain operations efficiently.

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