Callingly

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.

Phone & SMS CRM Marketing Automation Web del proveedor

Acciones

Triggers

Autenticación

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OAuth gestionado

Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

Acciones disponibles (27)

Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.

Activate/Deactivate Client AccountCALLINGLY_ACTIVATE_DEACTIVATE_CLIENTAcción

Tool to activate or deactivate a client account. use when you need to toggle client access after onboarding or offboarding. example: "activate client 123" or "deactivate client 456".

Parámetros de entrada

client_idintegerObligatorio
Unique identifier of the client account to modify.
is_activeintegerObligatorioenum
Set to 1 to activate the client account or 0 to deactivate it.
01

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create AgentCALLINGLY_CREATE_AGENTAcción

Tool to create a new agent. use when you need to register an agent in callingly after gathering their account id and contact details.

Parámetros de entrada

extstring
Agent's phone extension if applicable
emailstringObligatorio
Agent's email address
fnamestringObligatorio
Agent's first name
lnamestringObligatorio
Agent's last name
timezonestringObligatorio
Agent's timezone, IANA format (e.g., 'America/Phoenix')
account_idintegerObligatorio
Client's account ID under which the agent will be created
phone_numberstringObligatorio
Agent's phone number, in E.164 or local format

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create Outbound CallCALLINGLY_CREATE_CALLAcción

Tool to create a new outbound call record. use after gathering call and lead details.

Parámetros de entrada

emailstringObligatorio
Lead's email address
crm_idinteger
CRM ID for the lead
sourcestring
Source of the call (e.g., 'HubSpot')
companystring
Lead's company name
team_idintegerObligatorio
ID of the team to place the call
categorystring
Category of the call (e.g., 'Pools')
last_namestringObligatorio
Lead's last name
account_idintegerObligatorio
Your Callingly account ID
first_namestringObligatorio
Lead's first name
phone_numberstringObligatorio
Lead's phone number in E.164 format

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create ClientCALLINGLY_CREATE_CLIENTAcción

Tool to create a new client. use when adding a new client to your callingly account.

Parámetros de entrada

emailanyObligatorioemail
Client's email address.
fnamestringObligatorio
Client's first name.
lnamestringObligatorio
Client's last name.
companystringObligatorio
Client's company name.
passwordstringObligatorio
Password for the client's account.
phone_numberstringObligatorio
Client's phone number.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create TeamCALLINGLY_CREATE_TEAMAcción

Tool to create a new team. use when setting up a team configuration before adding agents.

Parámetros de entrada

namestringObligatorio
Name of the team.
delayinteger
Delay in seconds before dialing team members.
retriesinteger
Number of retry attempts per agent.
is_retryintegerenum
Enable per-agent retries: 1 to enable, 0 to disable.
01
languagestring
Language code for team messages (e.g., 'en').
call_modestring
Call distribution mode. Only 'simultaneous' supported currently.
is_recordintegerenum
Whether calls should be recorded: 1 to record, 0 otherwise.
01
account_idintegerObligatorio
Account ID under which to create the team.
whispertextstring
Pre-call whisper message template.
lead_retriesinteger
Number of retries at the lead level.
is_rescheduleintegerenum
Enable rescheduling on no-answer: 1 to enable, 0 to disable.
01
is_retry_leadintegerenum
Enable lead-level retries: 1 to enable, 0 to disable.
01
retry_scheduleinteger[]
Schedule for per-agent retries in minutes.
lead_retry_scheduleinteger[]
Schedule for lead-level retries in minutes.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create WebhookCALLINGLY_CREATE_WEBHOOKAcción

Tool to create a new webhook for call or lead events. use when you need to receive real-time notifications on specific events. example: "create a webhook for call completed events to http://example.com/callback".

Parámetros de entrada

namestringObligatorio
A descriptive name for the webhook.
eventstringObligatorioenum
Event that triggers this webhook.
call_completedlead_createdlead_updated
fieldstringenum
For lead_created or lead_updated events only: field to watch for changes.
lead_ownerresultstagestatustags
filterstring
For lead_created or lead_updated events only: value the watched field must match.
team_idinteger
For call_completed events only when call_direction is outbound: the team ID to filter on.
number_idinteger
For call_completed events only when call_direction is inbound: the number ID to filter on.
target_urlstringObligatorio
The callback URL to receive the webhook.
call_statusstringenum
For call_completed events only: status filter.
completedmissedoffline
call_directionstringenum
For call_completed events only: whether to trigger on outbound or inbound calls.
outboundinbound
call_lead_statusstringenum
For call_completed events only: lead outcome filter.
contactedmissedremovedvoicemail

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Delete AgentCALLINGLY_DELETE_AGENTAcción

Tool to delete an agent. use when permanently removing an agent after confirming the agent id.

Parámetros de entrada

idintegerObligatorio
Unique identifier of the agent to delete.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Delete ClientCALLINGLY_DELETE_CLIENTAcción

Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.

Parámetros de entrada

idintegerObligatorio
Positive integer ID of the client to delete

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Delete WebhookCALLINGLY_DELETE_WEBHOOKAcción

Tool to delete a webhook. use when permanently removing a webhook by its id.

Parámetros de entrada

idintegerObligatorio
Unique identifier of the webhook to delete.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get Agent ScheduleCALLINGLY_GET_AGENT_SCHEDULEAcción

Tool to retrieve the availability schedule for a specific agent. use when you need to know which days and times the agent is available.

Parámetros de entrada

idintegerObligatorio
Unique identifier of the agent

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get CallCALLINGLY_GET_CALLAcción

Tool to retrieve details of a specific call by its id. use when you need detailed metadata of a call record after confirming call id.

Parámetros de entrada

call_idintegerObligatorio
Unique identifier of the call to retrieve.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get LeadCALLINGLY_GET_LEADAcción

Tool to retrieve details of a specific lead by its id. use when you need full lead details before follow-up actions.

Parámetros de entrada

idintegerObligatorio
Positive integer ID of the lead to retrieve.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get TeamCALLINGLY_GET_TEAMAcción

Tool to retrieve details of a specific team. use after obtaining the team id to fetch its configuration details.

Parámetros de entrada

idintegerObligatorio
Unique identifier of the team to retrieve

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get WebhookCALLINGLY_GET_WEBHOOKAcción

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.

Parámetros de entrada

idintegerObligatorio
Unique identifier of the webhook to retrieve.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List CallsCALLINGLY_LIST_CALLSAcción

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.

Parámetros de entrada

endstring
End date for filtering calls (YYYY-MM-DD).
pageinteger
Page number for pagination.
limitinteger
Number of records per page.
startstring
Start date for filtering calls (YYYY-MM-DD).
team_idinteger
Filter calls by team ID.

Parámetros de salida

dataobject[]Obligatorio
List of call records.
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List ClientsCALLINGLY_LIST_CLIENTSAcción

Tool to list clients. use when you need to retrieve all clients associated with your account.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List LeadsCALLINGLY_LIST_LEADSAcción

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.

Parámetros de entrada

endstring
Date (YYYY-MM-DD) to filter leads created on or before this date
startstring
Date (YYYY-MM-DD) to filter leads created on or after this date
account_idinteger
Account ID for agency partner context
phone_numberstring
Phone number to filter leads by, e.g., '+14801234567'

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List TeamsCALLINGLY_LIST_TEAMSAcción

Tool to list teams. use when you need to retrieve all teams associated with your account.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List Team UsersCALLINGLY_LIST_TEAM_USERSAcción

Tool to retrieve a list of agents associated with a specific team. use when you need to inspect the team's users before further agent management tasks.

Parámetros de entrada

idintegerObligatorio
Unique identifier of the team to list users for.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List UsersCALLINGLY_LIST_USERSAcción

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.

Parámetros de entrada

account_idinteger
Filter users by client account ID (required for agency partners)

Parámetros de salida

dataobject[]Obligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List WebhooksCALLINGLY_LIST_WEBHOOKSAcción

Tool to list configured webhooks. use when you need to retrieve all webhooks configured in your account to review or manage them.

Parámetros de entrada

account_idinteger
Filter webhooks by client account ID (required for agency partners)

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Remove Team AgentCALLINGLY_REMOVE_TEAM_AGENTAcción

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.

Parámetros de entrada

team_idintegerObligatorio
Unique identifier of the team to remove the agent from.
agent_idintegerObligatorio
Unique identifier of the agent to remove from the team.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Update AgentCALLINGLY_UPDATE_AGENTAcción

Tool to update an existing agent's details. use when you need to modify agent information post-creation.

Parámetros de entrada

idintegerObligatorio
Unique identifier of the agent to update
extstring
Agent's phone extension if applicable
fnamestring
Agent's first name
lnamestring
Agent's last name
timezonestring
Agent's timezone, IANA format (e.g., 'America/Phoenix')
account_idinteger
Client's account ID under which the agent exists
donotdisturbinteger
Do-not-disturb flag: 1 to enable, 0 to disable
phone_numberstring
Agent's phone number, in E.164 or local format
donotdisturb_untilstring
Datetime until which do-not-disturb is active, required if donotdisturb=1

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Update Agent ScheduleCALLINGLY_UPDATE_SCHEDULEAcción

Tool to update an agent's availability schedule. use when you need to set or override an agent's daily availability times.

Parámetros de entrada

idintegerObligatorio
Unique identifier of the agent whose schedule is being updated
scheduleobject[]Obligatorio
Array of daily availability objects defining the new schedule

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Update Team Agent SettingsCALLINGLY_UPDATE_TEAM_AGENT_SETTINGSAcción

Tool to update settings (priority, capacity) for a specific team agent. use when adjusting an agent's priority or call capacity after team configuration.

Parámetros de entrada

capintegerObligatorio
Maximum number of calls cap for the agent. Set to null for unlimited capacity.
team_idintegerObligatorio
Unique identifier of the team.
agent_idintegerObligatorio
Unique identifier of the agent within the team.
priorityintegerObligatorio
Calling priority of the agent within the team, where 1 is highest priority.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Update Team UsersCALLINGLY_UPDATE_TEAM_USERSAcción

Tool to update the list of agents assigned to a team. use when reassigning team members before call dispatch.

Parámetros de entrada

idintegerObligatorio
Unique identifier of the team to update users for.
agentsinteger[]Obligatorio
List of agent IDs to assign to the team.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Update WebhookCALLINGLY_UPDATE_WEBHOOKAcción

Tool to update an existing webhook's configuration. use when you need to change settings like target url or filters after confirming webhook id.

Parámetros de entrada

idintegerObligatorio
Unique identifier of the webhook to update
namestring
A descriptive name for the webhook.
eventstringenum
Event that triggers this webhook.
call_completedlead_createdlead_updated
fieldstringenum
For lead_created or lead_updated events only: field to watch for changes.
lead_ownerresultstagestatustags
filterstring
For lead_created or lead_updated events only: value the watched field must match.
team_idinteger
For call_completed events only when call_direction is outbound: the team ID to filter on.
number_idinteger
For call_completed events only when call_direction is inbound: the number ID to filter on.
target_urlstring
The callback URL to receive the webhook.
call_statusstringenum
For call_completed events only: status filter.
completedmissedoffline
call_directionstringenum
For call_completed events only: whether to trigger on outbound or inbound calls.
outboundinbound
call_lead_statusstringenum
For call_completed events only: lead outcome filter.
contactedmissedremovedvoicemail

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not