
When this happens...
New Idea
New Message
New Comment on Task

Automatically do this!
Create Client
Call Lead
Create Team
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new idea is posted on a specific channel.
Triggers when a new message is posted on a specific channel.
Triggers when a new comment is posted to a specific task.
Action is the task that follows automatically within your Swit integrations.
Creates a channel in a workspace you select.
Posts an idea on a channel you select.
Posts a message on a channel you select.
Creates a project in a workspace you select.
Creates a task in a project you select.
Posts a comment to a task you select.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Swit and Callingly accounts to viaSocket. Once connected, you can set up a workflow where an event in Swit triggers actions in Callingly (or vice versa).
Absolutely. You can customize how Swit 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 Swit 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 Swit 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.
Swit is one work suite for Chat and Project Management. With Swit, you can replace other team collaboration tools.
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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