Connect Callingly and Stormboard to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Callingly
Choose an Action
Automatically do this!
Create Idea
Create Storm
Search Storms
Ready to use Callingly and Stormboard automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Idea Created
Triggered when a new idea is created in Stormboard.
Do thisActions
Action is the task that follows automatically within your Callingly integrations.
Create Client
Create a new client in Callingly using the supplied contact details and return the created client's information.
Call Lead
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
Create Team
Create a team.
Create Idea
Add a new idea (text, image, video, document, or whiteboard) to a Stormboard storm with the chosen type and color.
Create Storm
Create a Stormboard Storm with a title, plan (personal or team), optional description/goals, and an option to show idea creators' avatars.
Search Storms
Find Stormboard storms by name with optional filters (status, order, results, start) and return matching storms.
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Frequently Asked Questions
To start, connect both your Callingly and Stormboard accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Stormboard (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Stormboard. This includes choosing which data fields go into which fields of Stormboard, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Stormboard 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 Stormboard. 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 Stormboard
An online stickynote whiteboard making meetings, brainstorms, and creative projects more productive and effective.
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