Connect Callingly and Vistaly 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!
Create Feedback
Add Card Metric
Create Card
Ready to use Callingly and Vistaly automations
Actions and Triggers
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.
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 Feedback
Create a feedback entry in Vistaly from a user's submission, including provider details, optional recipient, timestamp, and page URL.
Add Card Metric
Add a numeric metric datapoint to a specific card. Optionally provide a timestamp; leave blank to use the current time.
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Frequently Asked Questions
To start, connect both your Callingly and Vistaly accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Vistaly (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Vistaly. This includes choosing which data fields go into which fields of Vistaly, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Vistaly 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 Vistaly. 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 Vistaly
Vistaly is a comprehensive platform designed to enhance productivity and streamline project management. It offers tools for task management, team collaboration, and efficient workflow automation, making it ideal for businesses looking to optimize their operations.
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