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Automate tasks across Callingly with Chatforma

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Callingly and Chatforma talk.
Here are some common ways to automate work between them.

Send a Chatforma notification when Callingly receives a high-priority item.Try now
Create a Chatforma follow-up from new qualified activity in Callingly.Try now
Copy new customer details from Callingly into Chatforma.Try now
Update the matching Chatforma item when a Callingly status changes.Try now
Start a review in Chatforma when Callingly flags an exception.Try now
Summarize new Callingly activity and save it in Chatforma.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Callingly and Chatforma work.

Connect your Callingly and Chatforma. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 53 actions between Callingly and Chatforma.
Can’t find an action you need? Let us know.

Create CallCreate call in Callingly.Get CallRun a get call action in Callingly.List CallsRun a list calls action in Callingly.Create ClientCreate client in Callingly.Delete ClientDelete client in Callingly.List ClientsRun a list clients action in Callingly.Set Client Active StatusSet client active status in Callingly.Delete LeadDelete lead in Callingly.Get LeadRun a get lead action in Callingly.List LeadsRun a list leads action in Callingly.Update LeadUpdate lead in Callingly.List Team AgentsRun a list team agents action in Callingly.Remove Team AgentRemove team agent in Callingly.Replace Team AgentsRun a replace team agents action in Callingly.Update Team Agent SettingsUpdate team agent settings in Callingly.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Callingly and Chatforma.

MindCloud connects Callingly and Chatforma so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.