Connect Callingly and Personio to Build Intelligent Automations

Choose a Trigger

Callingly

When this happens...

Choose an Action

Personio

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Person Created

Person Created

Triggers when Person created

Person Updated

Person Updated

Triggers when Person updated.

Person Deleted

Person Deleted

Triggers when Person deleted

Employment Created

Employment Created

Triggers when Employment created

Employment Updated

Employment Updated

Triggers when Employment updated.

Employment Deleted

Employment Deleted

Triggers when Employment deleted

Do thisActions

Action is the task that follows automatically within your Callingly integrations.

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 Person

Create Person

Create a new Person.

Search Person

Search Person

Search Person based on filters.

Delete Person

Delete Person

Delete a Person by Email.

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Frequently Asked Questions

How do I start an integration between Callingly and Personio?

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

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

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

How often does the data sync between Callingly and Personio?

The data sync between Callingly and Personio 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 Personio?

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 Personio?

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

About Personio

Personio is a comprehensive HR software solution designed to streamline and automate various human resources processes for small and medium-sized businesses. It offers features such as recruitment, employee onboarding, payroll management, and performance tracking, making it an essential tool for efficient HR management.

Learn More