Callingly
Voice & TelephonyTurn inbound leads into instant phone calls with Callingly, triggering callbacks to new leads and sending personalized SMS. Agents connect a rep to a lead while intent is still live rather than the next business day.
What This Integration Enables
Callingly is not an AI caller and does not pretend to be one. Create Call rings your own team's agents and connects the one who answers to the lead's phone, with the lead's details whispered into the rep's ear before the connection completes. The product's whole argument is elapsed time: a human conversation that starts while the person is still on the page, rather than the next business morning when the intent has cooled. That makes the connector's job coverage and routing rather than conversation.
Which is why most of the surface is people and schedules. Agents read and write teams, ring priority, monthly call caps, retry and reschedule settings, whisper text, per-agent do-not-disturb, and full weekly availability schedules. They can text a lead a personalized SMS with Callingly's own merge tags while the callback is connecting, update or block a lead, and, on agency partner accounts, administer client accounts underneath their own. The lesson buried in that action list is that speed to lead fails on roster problems far more often than on routing logic. A rule that fires perfectly into a team with nobody available is slower than no automation at all, because at least a human would have noticed.
Without FlowRunner
With FlowRunner
Use Case Scenarios
Form submission to live conversation
The On New Lead trigger fires as a demo request lands. The agent enriches the record, decides which team owns it, and then does the step most implementations skip: it reads List Team Agents and Get Agent Schedule to confirm somebody on that team is inside their availability window and not on do not disturb. If they are, it calls Create Call with the lead's contact details, a category and source for reporting, and the CRM record ID, so Callingly rings the team and whispers the context to whoever picks up. At the same time it calls Send SMS with a message using the lead's first name and the rep's company, so the lead knows the incoming number before it rings.
Scheduled callbacks instead of dead dials
A lead converts at 11pm local time. Rather than ringing a team that is asleep and burning a retry cycle, the agent calls Create Call with a future scheduled time set to the start of the team's next availability window, and sends an SMS confirming when the call will come. The lead's expectation and the team's schedule are set from the same decision, and the retry policy on the team handles the rest.
Roster sync with the coverage impact shown
The HR system in BambooHR reports a hire, a departure and a territory change. The agent works out the resulting team rosters and, before writing anything, simulates the outcome against each team's current schedules: which hours of which days would have zero available agents once the change lands. It posts that coverage map to the sales manager. Only after confirmation does it call Set Team Agents, Update Team Agent Settings for ring priority, and Update Agent Schedule for the new hires.
Human-in-Loop Highlight
The gate is Set Team Agents. It replaces a team's roster with the list you send, which means every user not in that list is removed from the team. Nothing errors and nothing warns you. The team keeps existing, the routing rule keeps firing, and leads keep arriving at a team that may now have nobody available at 6pm on a Friday. The failure is silent and it is measured in leads that rang and rang, which is the exact outcome the product exists to prevent. So the roster agent computes the new membership, then computes what it would do to coverage, and stops: "This sync removes Priya and Tom from West Coast Inbound. That leaves the team with zero agents available after 4pm Pacific on weekdays, and no coverage at all on Saturday. Apply the roster change, apply it and extend Dana's schedule to cover, or hold?" The sales manager answers in Slack and the agent applies exactly what was chosen. The roster maths is machine work. Deciding that a time slot is allowed to go uncovered is a business decision, and it gets made by a person who will own the consequence.
Agent Capabilities
31 actionsCalls
3- Get Call Retrieves a single call by ID with full detail, including status, duration, the agent who took it, the lead's contact data, recording and waveform URLs, the call transcript and sales advice.
- List Calls Lists calls with basic details such as status, duration, source and recording URL. Supports filtering by start and end date, restricting to one team, and paging with limit and page parameters.
- Create Call Creates a new call to a lead, ringing the selected team's agents and connecting them to the lead's phone number. Accepts lead contact details, a category and source for reporting, a CRM record ID, and an optional future time to schedule the call instead of dialing immediately.
Leads
4- List Leads Lists leads with contact details, team assignment, tags, status, call history, scheduled call time and lead owner. Supports filtering by creation date range or exact phone number.
- Get Lead Retrieves a single lead by ID with contact details, source, team assignment, tags, status, stage, scheduled call time, and the stopped and blocked flags.
- Update Lead Updates a lead's contact details, source, company, status, result or stage. Can also stop further automated calls to the lead or block the lead entirely. Only the fields provided are sent.
- Delete Lead Deletes a lead by ID, removing it and cancelling any of its scheduled calls.
SMS
1- Send SMS Sends an SMS from one of your Callingly SMS numbers to a lead's phone number. The message body supports Callingly personalization tags for lead and sender fields. Returns the sent message with its conversation and message IDs. Used to tell a lead a call is coming before their phone rings with a number they do not recognise.
Teams
8- List Teams Lists all teams in the account with each team's ID, account ID and name.
- Get Team Retrieves a team's full configuration, including call recording, call mode, whisper texts, language, retry and reschedule settings, SMS settings, whisper voice, and whether any of its users are currently available for calls.
- Create Team Creates a new team with its call handling configuration: call recording, call mode, whisper text, language, dialing delay, and the agent and lead retry schedules.
- Update Team Updates an existing team's configuration. Only the fields provided are sent, so a flow can change the retry schedule without touching the whisper text.
- List Team Agents Lists the users assigned to a team with each agent's ID, name, ring priority and monthly call cap. This is the read that tells a flow whether a team can actually take a call.
- Set Team Agents Replaces a team's agent roster with the given list of user IDs. Users not in the list are removed from the team, which makes this a full overwrite rather than an addition.
- Remove Team Agent Removes a single agent from a team without affecting the rest of the roster. The safer choice when the intent is one change rather than a wholesale sync.
- Update Team Agent Settings Updates an agent's settings within a team: ring priority, where lower numbers ring first, and the monthly call cap.
Agents
6- List Agents Lists the account's users with each agent's name, phone number, extension, do-not-disturb flag, priority, timezone and current availability.
- Create Agent Creates a new user who can receive calls, with their name, phone number, optional extension and timezone.
- Update Agent Updates an agent's name, phone number, extension or timezone, and can enable do-not-disturb, optionally until a specific time. Only the fields provided are sent.
- Delete Agent Deletes a user from the account by agent ID.
- Get Agent Schedule Retrieves an agent's weekly availability schedule: for each day, whether the agent is available and the time ranges during which they take calls. Used to answer the coverage question before a call is created.
- Update Agent Schedule Replaces an agent's weekly availability schedule with one entry per day, each carrying an availability flag and the time ranges during which the agent takes calls. Because it replaces rather than merges, an incomplete payload silently narrows coverage.
Clients
4- List Clients Lists all client accounts under an agency partner account, with each client's ID, name, email, and billed user and number counts.
- Create Client Creates a new client account under an agency partner account with the client's name, company, email, phone number and login password.
- Delete Client Deletes a client account from an agency partner account by client ID.
- Activate or Deactivate Client Activates or deactivates a client account under an agency partner account. Deactivated clients stop receiving calls until reactivated, so this is an availability switch for an entire account rather than an administrative flag.
Webhooks
5- List Webhooks Lists all webhooks configured on the account with each webhook's event, target URL and filter settings.
- Get Webhook Retrieves a single webhook by ID with its event, target URL and filter settings.
- Create Webhook Creates a webhook that sends event data to a target URL when a call completes or a lead is created or updated. Call completed webhooks can be narrowed by call direction, status, lead status, team or number; lead webhooks can be narrowed to changes of a specific field.
- Update Webhook Updates an existing webhook. Supports partial updates, so only the fields provided change.
- Delete Webhook Deletes a webhook by ID so it stops sending event data to its target URL.
Triggers
2 triggersEvent Triggers
2- On New Call Fires when a new call lands in the call log. Used to write the outcome, recording and transcript into the CRM, and to start the follow-up work that depends on whether the rep and the lead actually connected.
- On New Lead Fires when a new lead is created. Used to start the speed to lead path: enrich, confirm coverage, create the call, and text the lead that it is coming.
Frequently Asked Questions
What can FlowRunner do with Callingly?
FlowRunner agents can run Get Call, List Calls, and Create Call in Callingly, plus 28 more actions.
Does connecting Callingly to FlowRunner require OAuth?
No. Callingly connects to FlowRunner with an API key, no OAuth flow required.
Can Callingly trigger a FlowRunner workflow automatically?
Yes. Callingly supports 2 triggers that can start a FlowRunner workflow automatically.
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