Connect Callingly and Ziflow to Build Intelligent Automations

Choose a Trigger

Callingly

When this happens...

Choose an Action

Ziflow

Automatically do this!

Ready to use Callingly and Ziflow automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Call Ends

Call Ends

Runs when call ends

New Lead Is Created

New Lead Is Created

Runs when new lead is created

Lead Is Updated

Lead Is Updated

Runs when lead is tagged or its status is updated.

Proof Created

Proof Created

Triggers when a proof is created.

Reviewer Comment

Reviewer Comment

Triggers when a reviewer makes a comment on a proof.

Reviewer Decision

Reviewer Decision

Triggers when a reviewer makes a decision on a proof.

Request a new Trigger for Callingly

Do thisActions

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

Create Client

Create Client

Create a new client and return the client's details.

Call Lead

Call Lead

Connect a lead to the first available team member by phone.

Schedule Call

Schedule Call

Create or update a lead and schedule your team to call them at a chosen time.

Create Team

Create Team

Create a new team

Create  a Folder

Create a Folder

Creates a new folder in Ziflow to organize proofs and files.

List Root Folders

List Root Folders

Get a list of top level folders the user can access.

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Frequently Asked Questions

How do I start an integration between Callingly and Ziflow?

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

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

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

How often does the data sync between Callingly and Ziflow?

The data sync between Callingly and Ziflow 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 Ziflow?

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 Ziflow?

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

About Ziflow

Ziflow is an online proofing tool designed for marketing teams and agencies to review and approve creative content. It supports various file types and provides features for collaboration and feedback.

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