Callingly Integration
Connect Callingly to Arahi's no-code AI agents and automate workflows in minutes.
About the Callingly integration
Callingly calls you when you have a new lead and dials them automatically. With Arahi AI, you can connect Callingly to Bird, Bot for Slack, ClickSend SMS and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
- Category
- Communication
- Authentication
- keys
Callingly automation use cases
- Message → CRM activity log
- Log threaded conversations from Callingly into the matching CRM contact or account record.
- Channel summary digest
- Summarize busy Callingly channels at end of day into a digest so nobody has to scroll up.
- Escalation routing
- Auto-route messages containing billing, bug, or churn keywords from Callingly to the right team.
- New-hire onboarding drip
- Drip onboarding tasks into Callingly DMs over a new hire's first two weeks — no manual prodding.
Callingly workflow examples
- Start Callingly Create Outbound Call on HubSpot forms
When a HubSpot form is submitted, Arahi calls Create Outbound Call in Callingly so a rep dials the lead within seconds.
HubSpot form submit to call Callingly Create Outbound Call to rep.
- Provision Callingly agents from BambooHR new hires
When a BambooHR hire joins the sales team, Arahi calls Create Agent and Create Team in Callingly and assigns the new rep.
BambooHR sales hire to call Create Agent and Create Team in Callingly.
- Post Callingly call outcomes into Slack sales
When a Callingly outbound call ends, Arahi posts the agent, duration, and disposition into a Slack sales channel for coaching.
Callingly call ended to post disposition in Slack sales channel.
Callingly actions
- 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
- Tool to create a new outbound call record. use after gathering call and lead details.
- Create Client
- Tool to create a new client. use when adding a new client to your callingly account.
- 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
- Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
- Delete Client
- Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.
- 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
- 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.
- 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
- 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.
- 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 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
- Tool to update the list of agents assigned to a team. use when reassigning team members before call dispatch.
- Update Webhook
- Tool to update an existing webhook's configuration. use when you need to change settings like target url or filters after confirming webhook id.