29 available actions

What your AI agent can do in Callingly

Callingly is a lead response management software that automates immediate call and text follow-ups to new leads, integrating seamlessly with various CRMs and lead sources to enhance sales team responsiveness and conversion rates. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get LeadTool to retrieve details of a specific lead by its ID.
Get Agent ScheduleTool to retrieve the availability schedule for a specific agent.
Create AgentTool to create a new agent.
Create Outbound CallCreates a new outbound call record and initiates a real outbound call, which incurs cost — ensure explicit user authorization and compliance with applicable consent and…
Update LeadTool to update an existing lead's information.
Update AgentTool to update an existing agent's details.

Browse all 29 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 12 actionsHide actions

Get Agent ScheduleTool to retrieve the availability schedule for a specific agent.
Get CallRetrieves detailed information about a specific call by its unique ID.
Get LeadTool to retrieve details of a specific lead by its ID.
Get TeamTool to retrieve details of a specific team.
Get WebhookTool to retrieve details of a specific webhook by its ID.
List CallsTool to list calls.
List ClientsTool to list clients.
List LeadsTool to list leads based on provided filters like date range or phone number.
List TeamsTool to list teams.
List Team UsersRetrieve all agents assigned to a specific team in Callingly.
List UsersTool to retrieve a list of agents.
List WebhooksTool to list configured webhooks.

Create & communicateCreate records or send supported messagesView 5 actionsHide actions

Create AgentTool to create a new agent.
Create Outbound CallCreates a new outbound call record and initiates a real outbound call, which incurs cost — ensure explicit user authorization and compliance with applicable consent and…
Create ClientCreates a new client account in Callingly.
Create TeamTool to create a new team.
Create WebhookTool to create a new webhook for call or lead events.

Update & manageChange and manage existing recordsView 6 actionsHide actions

Update AgentTool to update an existing agent's details.
Update LeadTool to update an existing lead's information.
Update Agent ScheduleTool to update an agent's availability schedule.
Update Team Agent SettingsTool to update settings (priority, capacity) for a specific team agent.
Update Team UsersUpdates the list of agents assigned to a team.
Update WebhookUpdates an existing webhook's configuration by ID.

Remove & cancelRemove records or cancel supported workView 5 actionsHide actions

Delete AgentPermanently delete an agent from a Callingly account.
Delete ClientTool to delete a client.
Delete LeadTool to delete a lead by ID.
Delete WebhookTool to delete a webhook.
Remove Team AgentTool to remove a specific agent from a team.

Other actionsSpecialist and administrative actions.View 1 actionHide actions

Activate/Deactivate Client AccountTool to activate or deactivate a client account.

Connection record

A connection you can control.

Sign-in: Customer-managed key
Setup: Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect Callingly

How does the agent connect to Callingly?

With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.

What can the agent actually do in Callingly?

The page above lists the 29 actions currently available through the Callingly connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is Callingly included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until Callingly is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Callingly to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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