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How Zapier works
Zapier makes it easy to integrate Callingly with Everfit - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Lead Created" from Callingly.
Add your action
An action happens after the trigger—such as "Assign Client to Resource Collection" in Everfit.
You’re connected!
Zapier seamlessly connects Callingly and Everfit, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Lead Created
Triggers when a new lead is created.
Try ItTriggerInstant - Call Status
- Lead Status
- Team
- Number
Try ItTriggerInstant- TeamRequired
- First Name
- Last Name
- Phone NumberRequired
- Scheduled TimeRequired
- Email
- Company
- Category
- Source
- Lead Owner
- CRM ID
ActionWrite- Phone NumberRequired
ActionSearch
- Updated Field
- Team
- Filter
Try ItTriggerInstant- TeamRequired
- First Name
- Last Name
- Phone NumberRequired
- Email
- Company
- Category
- Source
- Lead Owner
- CRM ID
- Comments
ActionWrite- Phone NumberRequired
- Team
- Status
- Result
- Tags
- Stage
- Lead Owner
- Stop Calls
- Resume Calls
ActionWrite- Client Connected
Triggers when a client completes the registration via the invite link
Try ItTriggerInstant
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