Connect smartnotation and Callingly to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for smartnotation
Choose an Action
Automatically do this!
Create Client
Call Lead
Create Team
Enable Integrations or automations with these events of smartnotation and Callingly
Enable Integrations or automations with these events of smartnotation and Callingly
Actions
Create Client
Create a new client in Callingly using the supplied contact details and return the created client's information.
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 a team.
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Frequently Asked Questions
To start, connect both your smartnotation and Callingly accounts to viaSocket. Once connected, you can set up a workflow where an event in smartnotation triggers actions in Callingly (or vice versa).
Absolutely. You can customize how smartnotation 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.
The data sync between smartnotation and Callingly 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 smartnotation 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.
About smartnotation
Smartnotation is an easy to use, voice enabled meeting minutes solution.
Learn MoreAbout 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.
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