Callingly

29 tools available

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

Connect Callingly Visit Callingly ↗

Connect Callingly to Definable to auto-reply to inbound SMS, run targeted SMS campaigns, pipe voice → text → CRM. Personas call Callingly's 29 tools directly from chat or scheduled flows. Hook this into a comms persona — answer inbound, run outbound, transcribe and route everything.

Common workflows with Callingly

SMS auto-reply

Inbound SMS arrives
Persona classifies and answers
Hands off to human if needed

Outbound campaign

Build an audience
Personalise per contact
Send and track replies

Voice transcription pipeline

Receive a call recording
Transcribe and summarise
Push the summary to your CRM

Callingly actions 29

Every Callingly action below is a callable tool any Definable persona can invoke.

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: "Activate client 123" or "Deactivate client 456".

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 be routed to available agents on the specified team based on account-level routing configuration. Use List Teams first to get valid account_id and team_id values. Returns a call_id that can be used with Get Call to retrieve call status, recordings, and other details.

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: "Create a webhook for call_completed events to http://example.com/callback".

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 insights. Use the LIST_CALLS action first to obtain valid call IDs.

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 management operations like updates or removals.

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 assignments before updating.

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 also include the event field in your request.

Frequently asked questions

What can I automate with Callingly on Definable?

Anything Callingly exposes through its API. Common phone & sms workflows on Definable include auto-reply to inbound SMS, run targeted SMS campaigns, pipe voice → text → CRM. Personas can call any of the 29 Callingly tools directly, then chain the result into another integration without you writing code.

How does Callingly authentication work?

Callingly uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

Is the Callingly integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 29 Callingly tools. You only need a separate Callingly subscription if Callingly itself charges per seat or per API call.

Is using Callingly through Definable secure?

Every call from a persona to Callingly is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

How do I get started with Callingly on Definable?

Sign up for Definable, open the integrations page, find Callingly, and connect via OAuth or API key. You can immediately attach Callingly to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

What Callingly actions does Definable expose?

Definable exposes all 29 Callingly actions as callable tools — including `Activate/Deactivate Client Account`, `Create Agent`, `Create Outbound Call`, plus 26 more. Each tool gets a typed parameter schema so personas know exactly how to call it.

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