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".
ActionTry it
Integrate Callingly
with your AI CRM
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.
Explore Triggers and Actions
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
Create Team
Tool to create a new team. Use when setting up a team configuration before adding agents.
ActionTry it
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".
ActionTry it
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.
ActionTry it
Delete Client
Tool to delete a client. Use when you need to remove an existing client from your account after confirming its ID.
ActionTry it
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.
ActionTry it
Delete Webhook
Tool to delete a webhook. Use when permanently removing a webhook by its ID.
ActionTry it
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.
ActionTry it
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.
ActionTry it
Get Lead
Tool to retrieve details of a specific lead by its ID. Use when you need full lead details before follow-up actions.
ActionTry it
Get Team
Tool to retrieve details of a specific team. Use after obtaining the team ID to fetch its configuration details.
ActionTry it
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.
ActionTry 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.
ActionTry it
List Clients
Tool to list clients. Use when you need to retrieve all clients associated with your account.
ActionTry it
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.
ActionTry it
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.
ActionTry it
List Teams
Tool to list teams. Use when you need to retrieve all teams associated with your account.
ActionTry it
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.
ActionTry it
List Webhooks
Tool to list configured webhooks. Use when you need to retrieve all webhooks configured in your account to review or manage them.
ActionTry it
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.
ActionTry it
Update Agent
Tool to update an existing agent's details. Use when you need to modify agent information post-creation.
ActionTry it
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.
ActionTry it
Update Lead
Tool to update an existing lead's information. Use when you need to modify lead contact details, status, or blocking settings.
ActionTry it
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
How the Callingly integration works
The Callingly integration connects your Dench AI CRM directly to Callingly, so agents can read and act on your Callingly data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
29 actions are available for agents to invoke on your behalf. Every call runs through Callingly's own authorization, scoped to the account you connect.
Set up Callingly in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Callingly and click Connect — you'll authorize access through Callingly's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Callingly in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Callingly integration work with Dench?
The Dench Callingly integration connects your AI CRM to Callingly, so AI agents can work with your Callingly data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Callingly via Dench?
The Callingly integration currently exposes 29 actions, including Activate/Deactivate Client Account, Create Agent, Create Client, Create Outbound Call, Create Team, and Create Webhook. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Callingly to Dench?
No. You connect Callingly from your Dench workspace using Callingly's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Callingly integration secure?
Connections are authorized through Callingly's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Callingly connection from your workspace settings at any time.