IntegrationsDocsBotCallingly
DocsBot + Callingly

Connect DocsBot and Callingly to Build Intelligent Automations

Choose a Trigger

DocsBot

When this happens...

Choose an Action

Callingly

Automatically do this!

Enable Integrations or automations with these events of DocsBot and Callingly

Enable Integrations or automations with these events of DocsBot and Callingly

Actions

Ask Question

Ask Question

Ask a new question to your DocsBot and get an answer.

Create Web Source

Create Web Source

Creates a new source to train a bot.

Create Client

Create Client

Creates a new client.

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.

Request a new Action for DocsBot

We'll help you get started

Our team is all set to help you!

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Frequently Asked Questions

How do I start an integration between DocsBot and Callingly?

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

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

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

How often does the data sync between DocsBot and Callingly?

The data sync between DocsBot and Callingly 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 DocsBot to Callingly?

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 DocsBot and Callingly?

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

DocsBot

About DocsBot

DocsBot AI is an advanced AI-powered tool designed to assist users in managing, generating, and analyzing documents efficiently. It leverages artificial intelligence to automate document-related tasks, making it easier for businesses and individuals to handle large volumes of documents with accuracy and speed.

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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.

Learn More