Connect Reflect and Callingly to Build Intelligent Automations

Choose a Trigger

Reflect

When this happens...

Choose an Action

Callingly

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Link

New Link

Triggers when a new link is created

Request a new Trigger for Reflect

Do thisActions

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

Create Note

Create Note

Creates a Note with supplied HTML or Markdown.

Create Link

Create Link

Creates a Link inside of Reflect.

Append to Daily Note

Append to Daily Note

Appends text to the daily note

List Graphs

List Graphs

Get a list of all graphs.

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.

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Frequently Asked Questions

How do I start an integration between Reflect and Callingly?

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

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

Absolutely. You can customize how Reflect 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 Reflect and Callingly?

The data sync between Reflect 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 Reflect 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 Reflect and Callingly?

Yes, you can set conditional logic to control the flow of data between Reflect 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.

Reflect

About Reflect

Reflect is a powerful tool designed to help users capture, organize, and reflect on their thoughts and ideas. With features that support note-taking, journaling, and idea management, Reflect.app is perfect for individuals looking to enhance their productivity and mindfulness.

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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