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.

Try:

See all Upnify + Callingly integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Upnify Explore Upnify →

Triggers

New lead created

Fires when a new lead or contact is created in Upnify.

Deal stage changed

Fires when a deal moves to a new stage in Upnify.

Deal won

Fires when a deal is marked won in Upnify.

Contact updated

Fires when a field on a contact changes in Upnify.

Actions

Create or update contact

Creates or updates a contact in Upnify.

Create deal

Creates a new deal in Upnify.

Update deal stage

Moves a deal to a new stage in Upnify.

Log activity

Logs a call, email, or note against a record in Upnify.

Callingly Explore Callingly →

Triggers

New inbound SMS

Fires when a new text message is received in Callingly.

New call

Fires when a new call comes in or out through Callingly.

Missed call

Fires when a call is missed in Callingly.

Call recording ready

Fires when a call recording finishes processing in Callingly.

Actions

Send an SMS or MMS

Sends a text message through Callingly.

Place an outbound call

Starts an outbound call via Callingly.

Create or update a contact

Creates or updates a contact in Callingly.

Send a voice message

Sends a recorded voice message via Callingly.

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. See details

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. See details

See all Upnify + Callingly integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send text messages to newly created leads” between Upnify and Callingly?

Yes — describe it in the box above and Knit's Integrations Agent researches Upnify and Callingly's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to 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.