Connect Callingly and Signaturit 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!
Update contact
Delete Contact
Create Group
Rename Group
Delete Group
Get groups
Change User Role
Create Contact
Ready to use Callingly and Signaturit 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.
Email Delivered
Triggers when an email has been delivered.
Email Processed
Triggers when an email has been processed.
Document Opened
Triggers when a document has been opened.
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
Update contact
Updates a contact.
Delete Contact
Delete a current contact.
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Frequently Asked Questions
To start, connect both your Callingly and Signaturit accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Signaturit (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Signaturit. This includes choosing which data fields go into which fields of Signaturit, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Signaturit 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 Signaturit. 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 Signaturit
Signaturit is a leading platform for electronic signature solutions, enabling businesses to securely sign documents online. It provides a seamless way to manage and authenticate digital signatures, ensuring legal compliance.
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