
When this happens...
Call Ends
New Lead Is Created
Lead Is Updated

Automatically do this!
Find a Subscription
Find Invoice
Find Payment Intents
Find Customer
Create Invoice
Delete Customer
Update Customer
Deactivate Payment Link
Create Product
Create Customer
Cancel Subscription
Create Price
Collect Payment
Create Payment Link
Search Invoice Details
Search Customer
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when call ends
Runs when new lead is created
Runs when lead is tagged or its status is updated.
Runs when customer is created
Runs when payment link created
Runs when customer subscribes
Action is the task that follows automatically within your Callingly integrations.
Create a new client and return the client's details.
Connect a lead to the first available team member by phone.
Create or update a lead and schedule your team to call them at a chosen time.
Create a new team
Retrieves subscriptions from your Stripe account with flexible filtering options.
Search and retrieve Stripe invoices using smart filters like customer email, subscription, status, and date.

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To start, connect both your Callingly and Stripe accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Stripe (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Stripe. This includes choosing which data fields go into which fields of Stripe, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Stripe 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 Stripe. 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.
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 MoreStripe is a financial technology company that provides a set of tools and APIs (Application Programming Interfaces) for online businesses to handle payments, subscriptions, and other financial transactions on the internet.
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