Upnify + Callingly Integrations
Put Upnify + Callingly to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Upnify and Callingly
See the kind of workflows teams build with Upnify and Callingly below — describe the exact one you want above and the Agent builds it on demand.
Upnify + Callingly
When a new sale occurs in Upnify, trigger an immediate call action in Callingly.
Send text messages to newly created leads
When a new lead is created in Upnify, automatically send a welcome SMS via Callingly to establish immediate contact.
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Log inbound calls and missed calls in CRM
When an inbound call or missed call occurs in Callingly, automatically log the activity on the contact's record in Upnify.
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Dispatch text confirmations on won deals
When a deal is won in Upnify, send an automated SMS via Callingly to confirm details with the client.
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Browse the full workflow library →
Looking to achieve something else with Upnify and Callingly?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Upnify and Callingly
Everything Upnify and Callingly can do inside a workflow — the triggers that start one and the actions that run when it fires.
Upnify Explore Upnify →
A customer relationship management platform designed to organize sales opportunities, track customer interactions, and automate follow-ups.
TriggersTriggers when a new client is created on your Upnify account.
Triggers when a new opportunity is created.
Triggers when a new sale is created on your Upnify account.
Triggers when a new prospect is created on your Upnify account.
Create a new Client.
Create a new Prospect
Callingly Explore Callingly →
Callingly is a lead response software that automatically calls sales representatives as soon as a new lead form is submitted.
Knit's Integrations Agent builds Callingly's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Callingly's API.
Other CRM apps on Knit
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17hats
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1CRM
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Abby Connect
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AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
Other Phone & SMS apps on Knit
Explore more Phone & SMS integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
46elks
46elks is a developer platform offering cloud telecommunication APIs to send and receive SMS messages, MMS, and manage phone calls.
Aircall
Aircall is a cloud-based phone system and call center software integrated with sales and support tools for business communication.
allmysms
allmysms is a mobile messaging platform providing bulk SMS sending, two-way texting, and automated message notification services.
Aloware
A contact center and cloud phone system providing automated calling, texting, and sales dialer capabilities for teams.
AvidMobile
A mobile marketing platform offering SMS text messaging, mobile coupons, and bulk messaging services for businesses.
Avochato
Avochato is a phone and SMS communications platform that enables businesses to handle customer text messaging and call management.
Beetexting
Beetexting is a business text messaging platform that enables teams to send SMS messages, manage group conversations, and build relationships.
Berkshire Receptionists
Berkshire Receptionists provides virtual receptionist services, managing business phone calls, message taking, and call handling for organizations.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Upnify + Callingly
Is there a pre-built Upnify + Callingly automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Upnify and Callingly's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Upnify or Callingly connector?
No. The Agent works whether or not Upnify or Callingly already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Upnify and Callingly help track phone communications?
Inbound calls, text messages, and missed calls handled in Callingly can automatically log activities or update lead profiles directly inside Upnify.
Can I automate text message follow-ups when deal stages change?
Yes, updating a deal stage in Upnify can prompt Callingly to send an automated SMS confirmation or message to the client.