When this happens...
New Event

Automatically do this!
Add User to Group
Delete User from Group
Reset Password operation
Resend Invitation
Create/Update User Properties
Delete User Properties
Assign User to Role
Remove User from Role
Delete User Tab Instance
Add a user to the role
Remove a User from Role
Create New Group
Update Group Details
Delete Group
Create New Tab
Update Tab Details
Delete Tab
Create New Klip
Update Klip Details
Delete Klip
Add Klip to Tab
Delete Klip from Tab
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger's when new event occurs.
Action is the task that follows automatically within your Callyzer integrations.
Retrieves details of registered employees, including numbers and tags.
Returns the total calls, total connected calls, and total call duration, broken down hour-wise for each day.
Retrieves call counts with Never Attended, Never Received, Unique Clients, and Working Hour.
Retrieves call counts, unique clients, and working hours for a given date range.
Add a specified user to one group at a time.
Delete a specified user from specified groups.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Callyzer and Klipfolio accounts to viaSocket. Once connected, you can set up a workflow where an event in Callyzer triggers actions in Klipfolio (or vice versa).
Absolutely. You can customize how Callyzer data is recorded in Klipfolio. This includes choosing which data fields go into which fields of Klipfolio, setting up custom formats, and filtering out unwanted information.
The data sync between Callyzer and Klipfolio 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 Callyzer and Klipfolio. 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.
Callyzer is a comprehensive call tracking and analytics platform designed to help businesses monitor and analyze their call data effectively. It provides insights into call patterns, durations, and sources, enabling businesses to optimize their communication strategies and improve customer interactions.
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