Connect Callingly and Worksection to Build Intelligent Automations

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Callingly

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Worksection

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

Triggers when a new project is created.

New Project Task

New Project Task

Retrieve tasks created within a recent time window for the selected project.

New Comment in Task

New Comment in Task

Detects new comments added to a selected task in a project and returns their details.

Task Completed in Project

Task Completed in Project

Return tasks from the selected project that were marked done within the specified recent time period.

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Do thisActions

Action is the task that follows automatically within your Callingly integrations.

Create Client

Create Client

Create a new client in Callingly using the supplied contact details and return the created client's information.

Call Lead

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 Team

Create a team.

Create Project

Create Project

Adds a new project into your account.

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Frequently Asked Questions

How do I start an integration between Callingly and Worksection?

To start, connect both your Callingly and Worksection accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Worksection (or vice versa).

Can we customize how data from Callingly is recorded in Worksection?

Absolutely. You can customize how Callingly data is recorded in Worksection. This includes choosing which data fields go into which fields of Worksection, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Callingly and Worksection?

The data sync between Callingly and Worksection typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Callingly to Worksection?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Callingly and Worksection?

Yes, you can set conditional logic to control the flow of data between Callingly and Worksection. 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

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.

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Worksection

About Worksection

Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.

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