Connect Callingly and Nibo to Build Intelligent Automations

Choose a Trigger

Callingly

When this happens...

Choose an Action

Nibo

Automatically do this!

Enable Integrations or automations with these events of Callingly and Nibo

Enable Integrations or automations with these events of Callingly and Nibo

Actions

Create Client

Create Client

Create a new client in Callingly using the supplied contact details and return the created client's information.

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.

Create Bank Account

Create Bank Account

Add a company bank account with name, bank, agency, account number, verification digit, and opening balance/date.

Create Employee

Create Employee

Create a new employee record with contact, address, bank, and company details.

Create Cost Center

Create Cost Center

Create a cost center using the provided description.

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Frequently Asked Questions

How do I start an integration between Callingly and Nibo?

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

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

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

How often does the data sync between Callingly and Nibo?

The data sync between Callingly and Nibo 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 Nibo?

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 Nibo?

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

About Nibo

Nibo is a comprehensive platform designed to streamline financial management and accounting processes for businesses. It offers tools for bookkeeping, financial reporting, and tax management, making it easier for companies to maintain accurate financial records and ensure compliance.

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