Connect Callingly and monday.com to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Callingly
Choose an Action
Automatically do this!
Create Board
Archive Board
Get Column Values
Create Column
Create Group
Delete Item
Get Group Details
Update Board
Archive Group
Archive Item
Create Subitem
Create Update
Duplicate Group
Update Group
Delete Column
List All Board
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Triggers when new user joins.
New Board
Triggers when a new board is created/updated
Do thisActions
Action is the task that follows automatically within your Callingly integrations.
Create Client
Create a new client in Callingly using the supplied contact details and return the created client's information.
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 a team.
Create Board
Create a new monday.com board with the specified name and type; optionally assign it to a workspace or use a template. Returns the new board's ID.
Archive Board
Archive a board to remove it from active boards while preserving its data.
Get Column Values
Retrieve column values for a specific item on a board. Optionally return a single column by its ID.
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Frequently Asked Questions
To start, connect both your Callingly and monday.com accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in monday.com (or vice versa).
Absolutely. You can customize how Callingly data is recorded in monday.com. This includes choosing which data fields go into which fields of monday.com, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and monday.com 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 monday.com. 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.
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 MoreAbout monday.com
monday.com is a work operating system that powers teams to run projects and workflows with confidence. It's a simple but intuitive tool that enables people to manage work, meet deadlines, and build a culture of transparency.
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