
When this happens...
New Document

Automatically do this!
Create Client
Call Lead
Create Team
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new document is added to the Swiftype index.
Action is the task that follows automatically within your Swiftype integrations.
Adds a new document to the Swiftype index.
Creates a new client.
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
Create a team.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Swiftype and Callingly accounts to viaSocket. Once connected, you can set up a workflow where an event in Swiftype triggers actions in Callingly (or vice versa).
Absolutely. You can customize how Swiftype 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 Swiftype 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 Swiftype 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.
Swiftype is a powerful search platform that provides advanced search capabilities for websites and applications. It offers customizable search solutions that enhance user experience by delivering relevant search results quickly and efficiently.
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.
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