Create integrations between Callingly and Way We Do
Create Client in Callingly when New Comment in Way We Do
Call Lead using Callingly when New Comment in Way We Do
Schedule Call with Callingly when New Comment in Way We Do
Create Team in Callingly when New Comment in Way We Do
Find Lead on Callingly when New Comment in Way We Do
Create Client in Callingly when Checklist Started in Way-we-do
Call Lead using Callingly when Checklist Started in Way-we-do
Schedule Call with Callingly when Checklist Started in Way-we-do
Create Team in Callingly when Checklist Started in Way-we-do
Find Lead on Callingly when Checklist Started in Way-we-do
Actions and Triggers
When this happensTriggers
New Comment
Triggers when a new comment is added to a checklist.
Checklist Started
Triggers when a checklist instance is started.
Checklist Step Completed
Triggers when a checklist instance step is completed.
Procedure Accepted
Triggers when a procedure has been accepted.
Supervisor SignOff Invite
Triggers when a supervisor is invited for signoff.
Checklist Finished
Triggers when a checklist instance is finished.
Do thisActions
Create Client
Creates a new client.
Call Lead
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
Schedule Call
Creates or updates a Lead, schedules a call from your Team to the Lead at the specified time.
Create Team
Create a team.
Find Lead
Finds an existing lead.
Add a New User
Create and invite a New User.
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Frequently Asked Questions
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 Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
Learn More
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