Connect Callingly and Everhour

Both apps 43Callingly 16Everhour 27

• Trigger
  Call Completed

  Triggers when a call to a lead is made and completes in Callingly.

• Trigger
  Lead Created

  Triggers when a new lead is added to Callingly.

• Trigger
  Lead Updated or Tagged

  Triggers when a Callingly lead is tagged or its status, stage or result changes.

• Trigger
  New SMS

  Triggers when a text message is sent or received in Callingly.

• Action
  Call Lead

  Creates or updates a lead and immediately calls your team, connecting the first rep who answers to the lead.

• Action
  Delete Lead

  Deletes a Callingly lead.

• Action
  Find Lead

  Finds a Callingly lead by phone number and returns the first match.

• Action
  Get Call

  Returns one Callingly call by its ID, with its outcome, duration, recording and transcript.

• Action
  Get Lead

  Returns one Callingly lead by its ID, with its contact details and status.

• Action
  List Sequences

  Returns the follow-up sequences in the Callingly account.

• Action
  List Teams

  Returns the teams in the Callingly account.

• Action
  List Users

  Returns the users (agents) in the Callingly account.

• Action
  Schedule Call

  Creates or updates a lead and schedules a call from your team to the lead at the time you choose.

• Action
  Schedule SMS

  Schedules a text message to an existing Callingly lead for a future time.

• Action
  Send SMS

  Sends a text message from one of your Callingly numbers to a lead.

• Action
  Update or Tag Lead

  Updates a Callingly lead's details, status, stage or tags.

• Trigger
  New Client

  Triggers when a new client is created.

• Trigger
  New Task

  Triggers when a new task created.

• Trigger
  Project updated

  Webhook event api:project:updated.

• Trigger
  Task updated

  Webhook event api:task:updated.

• Trigger
  Timer Stopped

  Triggers when a running timer is stopped. Timer should be with a task.

• Action
  Add assignment

  /resource-planner/assignments. Schedule a user on a project/task.

• Action
  Add expense

  /expenses. Create an expense.

• Action
  Add invoice

  /invoices. Create an invoice for a project/client.

• Action
  Add Time

  Adds your time to a task.

• Action
  Create Client

  Creates a new client.

• Action
  Create Project

  Creates a new project.

• Action
  Delete project

  /projects/{id}.

• Action
  Delete time record

  /tasks/{id}/time. Delete time record for a date/user.

• Action
  Find Internal Project

  Finds a project for creating task/section by name

• Action
  Find Member

  Finds a member by name.

• Action
  Find Project

  Finds a project by name

• Action
  Find Section

  Finds a section by name.

• Action
  Find Task

  Finds a task by name.

• Action
  Get running timer

  Returns the currently running timer for the connected user.

• Action
  List Assignments

  Lists resource-planner assignments, optionally filtered by project, user and date range.

• Action
  List clients

  /clients. Returns all clients.

• Action
  List Expenses

  Lists the team's expenses, each with id, date, amount, category, project, billable and details.

• Action
  List invoices

  /invoices. Returns all invoices.

• Action
  Update client

  /clients/{id}. Update a client's name, business details, etc.

• Action
  Update project

  /projects/{id}. Update project name, users, billing etc.

• Action
  Update task estimate

  /tasks/{id}/estimate. Set a task's time estimate.

• Action
  Update time record

  /tasks/{id}/time. Update time on a task for a date/user.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.