Connect Callingly and Simpro
Integrate Callingly with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Client in Callingly when New Company Customer in Simpro
Call Lead via Callingly when New Company Customer in Simpro
Schedule Call with Callingly when New Company Customer in Simpro
Create Team in Callingly when New Company Customer in Simpro
Create Client in Callingly when Company Customer Updated in Simpro
Popular Callingly + Simpro flows
Start from a real workflow other teams are already running.
Choose a trigger
Callingly
When this happens...
Call Ends
New Lead Is Created
Lead Is Updated
Choose an action
Simpro
Automatically do this!
Create Contact
Create Company Customer
Create Individual Customer
Create Service Job
Find Job
Find Schedule
Find Quote
Find Company Customer
Create Schedule
Find Contact
Find Individual Customer
List Contact
List Customers
List Employees
List Sites
List Jobs
List All Quotes
List all Invoices
List All Customer Payments
List All Recurring Invoices
List All Customer Groups
List All Customer Profiles
List All Labor Rates
List All Schedule Rates
List All Service Fees
Create Client in Callingly when New Company Customer in Simpro
Use this flowCall Lead via Callingly when New Company Customer in Simpro
Use this flowSchedule Call with Callingly when New Company Customer in Simpro
Use this flowCreate Team in Callingly when New Company Customer in Simpro
Use this flowCreate Client in Callingly when Company Customer Updated in Simpro
Use this flowCall Lead via Callingly when Company Customer Updated in Simpro
Use this flowSchedule Call with Callingly when Company Customer Updated in Simpro
Use this flowCreate Team in Callingly when Company Customer Updated in Simpro
Use this flowCreate Client in Callingly when New Individual Customer in Simpro
Use this flowCall Lead via Callingly when New Individual Customer in Simpro
Use this flowSupported Triggers & Actions
Everything you can automate between Callingly and Simpro.
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.
New Company Customer
Triggers when a new company customer is created
Company Customer Updated
Triggers when a new customer is updated
New Individual Customer
Triggers when a new individual customer is created
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
Create Contact
Creates a new contact
Create Company Customer
Creates a new company customer
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Callingly and Simpro free
No credit card required. Set up your first workflow in minutes.
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
About Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Callingly and Simpro 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.
Yes. viaSocket uses instant triggers where available, so data moves between Callingly and Simpro as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Simpro. No coding required.
Yes. You can set up a workflow where Callingly triggers actions in Simpro, and a separate workflow where Simpro triggers actions in Callingly. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between Callingly and Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Callingly and Simpro integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
