Create integrations between Callingly and Signwell
Create Client in Callingly when Document Completed in Signwell
Call Lead using Callingly when Document Completed in Signwell
Schedule Call with Callingly when Document Completed in Signwell
Create Team in Callingly when Document Completed in Signwell
Find Lead on Callingly when Document Completed in Signwell
Create Client in Callingly when Document Sent in Signwell
Call Lead using Callingly when Document Sent in Signwell
Schedule Call with Callingly when Document Sent in Signwell
Create Team in Callingly when Document Sent in Signwell
Find Lead on Callingly when Document Sent in Signwell
Actions and Triggers
When this happensTriggers
Document Completed
Triggers when a document has been completed.
Document Sent
Triggers when a document is sent.
Document Viewed
Triggers when a signer view a document for the first time.
Do thisActions
Create Client
Creates a new client.
Call Lead
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
Schedule Call
Creates or updates a Lead, schedules a call from your Team to the Lead at the specified time.
Create Team
Create a team.
Find Lead
Finds an existing lead.
Create Document From Template
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
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Frequently Asked Questions
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 Signwell
Signwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.
Learn More
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