
When this happens...
Call Ends
New Lead Is Created
Lead Is Updated

Automatically do this!
Create Appointment
Create customer
Create Resource
Create a booking service
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when call ends
Runs when new lead is created
Runs when lead is tagged or its status is updated.
Create a new customer appointment with date, time, and location
Action is the task that follows automatically within your Callingly integrations.
Create a new client and return the client's details.
Connect a lead to the first available team member by phone.
Create or update a lead and schedule your team to call them at a chosen time.
Create a new team
Create a new appointment for a customer at a selected location, service, and resource(s), specifying start/end date and time and whether it's confirmed.
Add a new customer to Onsched with their contact details and notification preferences.

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To start, connect both your Callingly and Onsched accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Onsched (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Onsched. This includes choosing which data fields go into which fields of Onsched, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Onsched 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 Onsched. 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 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 MoreOnsched is a powerful scheduling and booking platform designed to streamline appointment management for businesses. It offers customizable solutions to enhance customer engagement and optimize scheduling processes.
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