Connect Callingly and Vertex 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!
- Request a new Action for Vertex
Enable Integrations or automations with these events of Callingly and Vertex
Enable Integrations or automations with these events of Callingly and Vertex
Triggers
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.
Actions
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
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Frequently Asked Questions
To start, connect both your Callingly and Vertex accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Vertex (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Vertex. This includes choosing which data fields go into which fields of Vertex, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Vertex 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 Vertex. 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 Vertex
Vertex is a leading provider of comprehensive tax technology solutions, helping businesses manage their tax compliance and streamline their tax processes. With a focus on delivering accurate and efficient tax solutions, Vertex offers a range of services including tax calculation, reporting, and compliance management for various industries.
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