NAiOS IconNAiOS Logo
Contacto
Volver al catálogo

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 & SMSCRMMarketing AutomationWeb del proveedor
Acciones
27
Triggers
0
Autenticación
—
OAuth gestionado
No
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