An automated workflow using integromat
Connects Callingly + Microsoft Teams
Post Microsoft Teams messages for new Callingly calls
About this workflow template
This automation scenario allows you to connect Callingly and Microsoft Teams
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Diagram
How it works?
When this trigger fires in Callingly
Watch Call Completions in Callingly
Watches for any completed calls
Then this action happens in Microsoft Teams
Send a Message in Microsoft Teams
Sends a message to a team's channel or to a chat.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Post Microsoft Teams messages for new Callingly calls.
Part I
Configure Applications
First, we need to connect Callingly and Microsoft Teams to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Callingly to Make.com.
Give Make.com access to your Callingly account, using Callingly credentials.
Connect Microsoft Teams to Make.com.
Give Make.com access to your Microsoft Teams account, using Microsoft Teams credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Callingly
Choose the following trigger: Watch Call Completions (Watches for any completed calls).
Then set up an Action for Microsoft Teams
Choose this action: Send a Message (Sends a message to a team's channel or to a chat.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Callingly and Microsoft Teams.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Post Microsoft Teams messages for new Callingly calls!
Related Automation Templates
Supported triggers and actions
New channel message
Triggers when a new message is posted in a channel. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.
triggerbyzapierautomateiopabbly-connectalbatoNew chat message
Triggers when a new message is received in a chat.
triggerbyzapieralbatoNew channel mention
Triggers when a member or highlight word is mentioned in a channel. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.
triggerbyzapierNew chat
Triggers when a new chat is created.
triggerbyzapieralbatoNew team member
Triggers when a new member is added to a team. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.
triggerbyzapierNew channel
Triggers when a new channel is created within a team.
triggerbyzapieralbato
Call lead
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
actionbyzapierSchedule call
Creates or updates a Lead, schedules a call from your Team to the Lead at the specified time.
actionbyzapierMake a call
Makes a call for a specific account
actionbyintegromatUpdate or tag lead
Updates or tags a lead.
actionbyzapierFind lead
Finds an existing lead.
actionbyzapierMake an api call
Performs an arbitrary authorized API call against the Callingly service
actionbyintegromat
Apps you need
Microsoft Teams
Online service for video and web conferencing, meetings, calls, and collaboration from Microsoft
Microsoft Teams is the ultimate workspace that seamlessly combines workplace chat, file storage, video meetings, and app integration. Boost your team's engagement and performance like never before.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
