Connect Callingly and Onfleet to Build Intelligent Automations
Choose a Trigger
When this happens...
Call Ends
New Lead Is Created
Lead Is Updated
Choose an Action
Automatically do this!
Create Task
List Administrators
Delete Task
Clone Task
List Workers
Get Workers by Location
List Hubs
List Teams
Find Recipient
List Tasks
Ready to use Callingly and Onfleet automations
Actions and Triggers
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.
Task Created
Triggers when an Onfleet task 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 Task
Creates a pickup or dropoff task.
List Administrators
Get all the administrators
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Frequently Asked Questions
To start, connect both your Callingly and Onfleet accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Onfleet (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Onfleet. This includes choosing which data fields go into which fields of Onfleet, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Onfleet 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 Onfleet. 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 Onfleet
Onfleet transforms cumbersome last-mile logistics into delightful delivery management. Intuitive smartphone apps, powerful web dashboard and automatic customer notifications handle the heavy lifting so you can focus on your customer.
Learn More
