Callingly Integration — Automate Callingly with AI on Beauto
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.
Category: phone & sms, crm, marketing automation · 29 actions available
What you can automate with Callingly
Beauto connects Callingly with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Callingly events, enrich Callingly data with AI, or sync Callingly with the rest of your stack — without writing code.
- Sync Callingly data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
- Trigger AI agents on new Callingly events and route the output anywhere
- Schedule recurring Callingly tasks — daily reports, cleanups, or bulk updates
- Use natural language to describe the workflow; Beauto builds it for you
Callingly actions Beauto supports
- Activate/Deactivate Client Account — Tool to activate or deactivate a client account. Use when you need to toggle client access after onboarding or offboarding. Example: \
- Create Agent — Tool to create a new agent. Use when you need to register an agent in Callingly after gathering their account ID and contact details.
- Create Outbound Call — Creates a new outbound call record and initiates a real outbound call, which incurs cost — ensure explicit user authorization and compliance with applicable consent and telemarketing regulations before use. The call will
- Create Client — Creates a new client account in Callingly. Clients are sub-accounts under your agency account that can have their own teams, agents, and billing. Use this when onboarding a new business customer to your Callingly agency.
- Create Team — Tool to create a new team. Use when setting up a team configuration before adding agents.
- Create Webhook — Tool to create a new webhook for call or lead events. Use when you need to receive real-time notifications on specific events. Example: \
- Delete Agent — Permanently delete an agent from a Callingly account. Use when removing an agent who should no longer receive calls. Requires both the agent ID and the account ID the agent belongs to.
- Delete Client — Tool to delete a client. Use when you need to remove an existing client from your account after confirming its ID.
- Delete Lead — Tool to delete a lead by ID. Use when you need to permanently remove a lead from your account after confirming its ID. Returns a success confirmation.
- Delete Webhook — Tool to delete a webhook. Use when permanently removing a webhook by its ID.
- Get Agent Schedule — Tool to retrieve the availability schedule for a specific agent. Use when you need to know which days and times the agent is available.
- Get Call — Retrieves detailed information about a specific call by its unique ID. Returns comprehensive call metadata including status, duration, lead information, agent details, recording URLs, transcripts, and AI-generated insigh
- Get Lead — Tool to retrieve details of a specific lead by its ID. Use when you need full lead details before follow-up actions.
- Get Team — Tool to retrieve details of a specific team. Use after obtaining the team ID to fetch its configuration details.
- Get Webhook — Tool to retrieve details of a specific webhook by its ID. Use when you need to inspect a webhook's configuration before modifying or deleting it.
- List Calls — Tool to list calls. Use when you need to retrieve multiple call records with optional filters such as date range, team, and pagination after identifying the need for a collection of calls.
- List Clients — Tool to list clients. Use when you need to retrieve all clients associated with your account.
- List Leads — Tool to list leads based on provided filters like date range or phone number. Use after confirming filter criteria when bulk lead retrieval is needed.
- List Teams — Tool to list teams. Use when you need to retrieve all teams associated with your account.
- List Team Users — Retrieve all agents assigned to a specific team in Callingly. Returns each agent's ID, name, priority, call cap, and any custom/integration identifiers. Use this to audit team composition or before performing agent manag
- List Users — Tool to retrieve a list of agents. Use when you need to see all agents available under the authenticated account, optionally filtering by a specific client account.
- List Webhooks — Tool to list configured webhooks. Use when you need to retrieve all webhooks configured in your account to review or manage them.
- Remove Team Agent — Tool to remove a specific agent from a team. Use when you need to disassociate an agent from a team after confirming both team and agent IDs.
- Update Agent — Tool to update an existing agent's details. Use when you need to modify agent information post-creation.
- Update Lead — Tool to update an existing lead's information. Use when you need to modify lead contact details, status, or blocking settings.
- Update Agent Schedule — Tool to update an agent's availability schedule. Use when you need to set or override an agent's daily availability times.
- Update Team Agent Settings — Tool to update settings (priority, capacity) for a specific team agent. Use when adjusting an agent's priority or call capacity after team configuration.
- Update Team Users — Updates the list of agents assigned to a team. This operation replaces all existing agent assignments - any agents not included in the list will be removed from the team. Use CALLINGLY_LIST_TEAM_USERS to check current as
- Update Webhook — Updates an existing webhook's configuration by ID. Supports partial updates - only provide fields you want to change. Note: When updating event-specific fields (call_status, call_lead_status, field, filter), you must als