Integrate Setmore Appointments with Callingly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Customer in Setmore Appointment when Call Ends in Callingly
Create Customer in Setmore Appointment when New Lead Is Created in Callingly
Create Customer in Setmore Appointment when Lead Is Updated in Callingly
Create Appointment in Setmore-appointment when Lead Is Updated in Callingly
Create Appointment in Setmore-appointment when Call Ends in Callingly
Start from a real workflow other teams are already running.
Setmore Appointments
When this happens...
Callingly
Automatically do this!
Create Client
Call Lead
Schedule Call
Create Team
Create Customer in Setmore Appointment when Call Ends in Callingly
Use this flowCreate Customer in Setmore Appointment when New Lead Is Created in Callingly
Use this flowCreate Customer in Setmore Appointment when Lead Is Updated in Callingly
Use this flowCreate Appointment in Setmore-appointment when Lead Is Updated in Callingly
Use this flowCreate Appointment in Setmore-appointment when Call Ends in Callingly
Use this flowCreate Appointment in Setmore-appointment when New Lead Is Created in Callingly
Use this flowEverything you can automate between Setmore Appointments and Callingly.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when call ends
Runs when new lead is created
Runs when lead is tagged or its status is updated.
Action is the task that follows automatically within your Setmore Appointments integrations.
Create a new appointment.
Create a new Customer.
Create a new client and return the client's details.
Connect a lead to the first available team member by phone.
Create or update a lead and schedule your team to call them at a chosen time.
Create a new team

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.

Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.

Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.

Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.

Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
No credit card required. Set up your first workflow in minutes.
Setmore helps small businesses book appointments online and grow their business every day.
Learn moreCallingly 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 moreSign up for a free viaSocket account, then authorize both your Setmore Appointments and Callingly accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Setmore Appointments and Callingly as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Callingly. No coding required.
Yes. You can set up a workflow where Setmore Appointments triggers actions in Callingly, and a separate workflow where Callingly triggers actions in Setmore Appointments. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Setmore Appointments and Callingly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Setmore Appointments and Callingly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.