Connect Callingly and Moco
Integrate Callingly with Moco to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Callingly + Moco 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
Moco
Automatically do this!
Create Project
Create Comment
Create Company
Create Contact
Create Expense
Create Incoming Payment
Create Lead
Create Outgoing Payment
Create Purchase
Create Task
Find Company
Find Contact
Find Expense
Find Invoice
Find Offer
Find Planning Entry
Find Project
Find Purchase
Find User
Find Task
Find Purchase Category
Find Lead
Create Project in Moco when Call Ends in Callingly
Use this flowCreate Company in Moco when Call Ends in Callingly
Use this flowCreate Expense in Moco when Call Ends in Callingly
Use this flowCreate Lead in Moco when Call Ends in Callingly
Use this flowCreate Purchase in Moco when Call Ends in Callingly
Use this flowCreate Task in Moco when Call Ends in Callingly
Use this flowFind Company in Moco when Call Ends in Callingly
Use this flowFind Contact in Moco when Call Ends in Callingly
Use this flowFind Expense in Moco when Call Ends in Callingly
Use this flowFind Invoice in Moco when Call Ends in Callingly
Use this flowSupported Triggers & Actions
Everything you can automate between Callingly and Moco.
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.
New Project
Triggers when a new project is created
New User
Triggers when a new user is created
New Comment
Triggers when a new comment is created
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 Project
Creates a new project.
Create Comment
Creates a new comment.
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 Moco
MOCO (MObile COmpany) is a lean cloud software made for small medium-sized agency and service businesses. Including time tracking, billing, resource planning, sales-funnel and CRM.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Callingly and Moco 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 Moco 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 Moco. No coding required.
Yes. You can set up a workflow where Callingly triggers actions in Moco, and a separate workflow where Moco 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 Moco. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Callingly and Moco integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
