Full list

Supported Triggers & Actions

Everything you can automate between Callingly and RD Station.

When this happensTriggers

A trigger is an event that starts a workflow.

Call Ends

Call Ends

Runs when call ends

New Lead Is Created

New Lead Is Created

Runs when new lead is created

Lead Is Updated

Lead Is Updated

Runs when lead is tagged or its status is updated.

New Contact Converted

New Contact Converted

Runs when a contact converts via a chosen form or landing page.

New Contact Marked as Opportunity

New Contact Marked as Opportunity

Runs when a contact is marked as an opportunity in RD Station. Select a webhook URL to receive the event.

Request a new Trigger for Callingly

Do thisActions

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

Create Client

Create Client

Create a new client and return the client's details.

Call Lead

Call Lead

Connect a lead to the first available team member by phone.

Schedule Call

Schedule Call

Create or update a lead and schedule your team to call them at a chosen time.

Create Team

Create Team

Create a new team

Create or Update Contact

Create or Update Contact

Create or update a contact using email; set name, phone, tags, and legal bases.

Create Contact

Create Contact

Create a new contact in RD Station with name, email, phone, tags, custom fields, and legal bases.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Callingly
Callingly + RD Station
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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 more

Frequently Asked Questions

How do I connect Callingly and RD Station?

Sign up for a free viaSocket account, then authorize both your Callingly and RD Station accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Callingly and RD Station as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Callingly to RD Station?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach RD Station. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Callingly triggers actions in RD Station, and a separate workflow where RD Station triggers actions in Callingly. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Callingly and RD Station. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Callingly and RD Station integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.