Connect Callingly and Scoro 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!
Add Comment to a Project
List all Projects
List all Contacts
List all Calendar Events
List all Tasks
List all Time Entries
List all Invoices
List all Quotes
List all Bills
List all Expenses
List all Purchase Orders
List all Products
List all Bookings
List all Activities
List all Users
List all Client Profiles
List all Time Offs
Find User
Add Comment to a Task
Create Calendar Event
Create Receipt
Find Quote
Find Project
Find Person
Find Invoice
Find Company
Find Task by Custom Field
Create Task
Ready to use Callingly and Scoro 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
Trigger when task is created.
Task Updated
Trigger when an existing task is updated.
Task Deleted
Trigger when an existing task deleted.
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
Add Comment to a Project
Adds a comment to a project.
List all Projects
list all the projects
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Frequently Asked Questions
To start, connect both your Callingly and Scoro accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Scoro (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Scoro. This includes choosing which data fields go into which fields of Scoro, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Scoro 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 Scoro. 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 Scoro
Scoro is a software-as-a-service solution[buzzword] for professional and creative services. The all-in-one business management software combines project management with time and team management, sales, billing, and professional services automation.
Learn More
