# 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. - **Category:** phone & sms - **Auth:** API_KEY - **Composio Managed App Available?** N/A - **Tools:** 29 - **Triggers:** 0 - **Slug:** `CALLINGLY` - **Version:** 20260413_00 ## Tools ### Activate/Deactivate Client Account **Slug:** `CALLINGLY_ACTIVATE_DEACTIVATE_CLIENT` 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 **Slug:** `CALLINGLY_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 **Slug:** `CALLINGLY_CREATE_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 **Slug:** `CALLINGLY_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 **Slug:** `CALLINGLY_CREATE_TEAM` Tool to create a new team. Use when setting up a team configuration before adding agents. ### Create Webhook **Slug:** `CALLINGLY_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 **Slug:** `CALLINGLY_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 **Slug:** `CALLINGLY_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 **Slug:** `CALLINGLY_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 **Slug:** `CALLINGLY_DELETE_WEBHOOK` Tool to delete a webhook. Use when permanently removing a webhook by its ID. ### Get Agent Schedule **Slug:** `CALLINGLY_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 **Slug:** `CALLINGLY_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 **Slug:** `CALLINGLY_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 **Slug:** `CALLINGLY_GET_TEAM` Tool to retrieve details of a specific team. Use after obtaining the team ID to fetch its configuration details. ### Get Webhook **Slug:** `CALLINGLY_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 **Slug:** `CALLINGLY_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 **Slug:** `CALLINGLY_LIST_CLIENTS` Tool to list clients. Use when you need to retrieve all clients associated with your account. ### List Leads **Slug:** `CALLINGLY_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 **Slug:** `CALLINGLY_LIST_TEAMS` Tool to list teams. Use when you need to retrieve all teams associated with your account. ### List Team Users **Slug:** `CALLINGLY_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 **Slug:** `CALLINGLY_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 **Slug:** `CALLINGLY_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 **Slug:** `CALLINGLY_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 **Slug:** `CALLINGLY_UPDATE_AGENT` Tool to update an existing agent's details. Use when you need to modify agent information post-creation. ### Update Lead **Slug:** `CALLINGLY_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 **Slug:** `CALLINGLY_UPDATE_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 **Slug:** `CALLINGLY_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 **Slug:** `CALLINGLY_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 **Slug:** `CALLINGLY_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.