IntegrationsCallyzerOfforte Proposals
Callyzer + Offorte Proposals

Connect Callyzer and Offorte Proposals to Build Intelligent Automations

Choose a Trigger

Callyzer

When this happens...

Choose an Action

Offorte Proposals

Automatically do this!

Enable Integrations or automations with these events of Callyzer and Offorte Proposals

Enable Integrations or automations with these events of Callyzer and Offorte Proposals

Triggers

New Event

New Event

Trigger's when new event occurs.

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Actions

Fetch Employee Details

Fetch Employee Details

Retrieves details of registered employees, including numbers and tags.

Fetch Call History Report

Fetch Call History Report

Returns the total calls, total connected calls, and total call duration, broken down hour-wise for each day.

Fetch Summary Report

Fetch Summary Report

Retrieves call counts with Never Attended, Never Received, Unique Clients, and Working Hour.

Fetch Employee Summary Report

Fetch Employee Summary Report

Retrieves call counts, unique clients, and working hours for a given date range.

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Frequently Asked Questions

How do I start an integration between Callyzer and Offorte Proposals?

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

Can we customize how data from Callyzer is recorded in Offorte Proposals?

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

How often does the data sync between Callyzer and Offorte Proposals?

The data sync between Callyzer and Offorte Proposals 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 Callyzer to Offorte Proposals?

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 Callyzer and Offorte Proposals?

Yes, you can set conditional logic to control the flow of data between Callyzer and Offorte Proposals. 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

About Callyzer

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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Offorte Proposals

About Offorte Proposals

Offorte helps you win more deals by letting you share beautiful business proposals in a smart automated way.

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