Callingly Integration & Workflow Automation
Run Callingly on autopilot. Keep the veto.
29 actions
Your Callingly auto-sends calls and texts to new leads, but when it activates the wrong account or updates agent settings without review, you're left cleaning up frustrated clients. Rills proposes the action, you approve from your phone before it ships.
Interactive. No signup. 14 days free · approvals always free.
Most automation fires first, asks later. Rills shows you the change before it ships.
Every consequential crm action from Callingly arrives on your phone first. Approve in seconds. Decline without explaining yourself. Workflows wait, paused at zero cost, until you decide.
Queue 3
Activate 12 client accounts that passed payment verification?
12 accounts · payment confirmed
All from yesterday's batch
Agent schedules assigned
Free to wait. Free to think.
Approvals and logic don't cost a credit. Pause a workflow for three hours or three weeks. The price is the same: zero. You only pay when something real happens: an AI call, an outbound action.
Approve from your phone in five seconds.
Swipe right when you're sure. Decline when you're not. Between meetings, mid-coffee, on the train. No dashboard to babysit, no inbox triage, and no surprise send you find out about after it's already out the door.
Routine cases graduate themselves.
Every approval feeds a confidence score for that exact workflow shape. The obvious cases (the ones you've green-lit fifty times) start running on their own. The judgment calls still come to you.
About Callingly automation
Callingly fires off calls and texts the moment a lead comes in. But what if the lead data is wrong, the agent schedule isn't set, or you're about to activate a client account that should have been deactivated? Every blind automation carries that risk.
When Callingly runs unsupervised
Even routine actions can cause damage when they ship without a second look:
- Activate Client Account fires for a client who just submitted a cancellation request
- Update Agent changes the assignment without verifying agent availability
- Create Outbound Call dials a number from a list that hasn't been cleaned in months
- Create Team adds a group of agents who haven't completed onboarding
- Update Webhook redirects lead notifications to a test endpoint that nobody checks
What Rills does inside Callingly
Rills watches over your Callingly operations. When it detects a pending activation, an agent change, or a new lead that needs a call, it proposes the specific action and waits for your okay. You review the context — which account is being activated, which agent is reassigned — and approve only what makes sense. This Callingly automation respects your veto without blocking your entire pipeline.
The call doesn't go out until you say it can.
Why Callingly has no triggers and how Rills fills the gap
Callingly reacts to leads and events inside its own system, but it doesn't expose those events as triggers for external control. Rills fills that gap with scheduled checks and upstream inputs:
- Poll for new leads every 15 minutes and propose a Create Outbound Call when a high-value lead appears
- Check agent schedules each hour and suggest Update Agent or Update Agent Schedule to rebalance workload
- React to a CRM list update (from your upstream system) and propose batch Activate Client Account or Deactivate Client Account actions
- Run a nightly hygiene job that compares active accounts against a billing source and proposes deactivations for non-payers
These patterns mean you never lose the ability to act on Callingly's data — you just keep the final say on every action that touches your customers.
What Rills can do in Callingly
6 of 29 actions across reads, writes, and updates.
- 01
Create Outbound Call
Initiates an outbound call to a contact through your calling service, routing it to available agents on a specified team. This allows you to connect with customers directly and track the interaction through the returned call ID.
- 02
List Calls
Retrieve a list of calls from your phone system with optional filtering by date range, team, or other criteria to help you track communication activity and performance.
- 03
Create Client
Add a new client account to your Callingly agency with their own independent teams, agents, and billing structure. This enables you to manage multiple business customers under a single agency account.
- 04
List Leads
Retrieve a filtered list of leads from your Callingly account to view potential customers matching specific criteria like date range or phone number. This helps you organize and analyze your lead data for targeted outreach and sales follow-up.
- 05
Update Lead
Modify an existing lead's contact information, status, or communication preferences to keep your sales pipeline accurate and up-to-date. This ensures your team always has current prospect data for follow-ups.
- 06
Create Webhook
Set up real-time notifications for call and lead events so your business can automatically respond to customer interactions as they happen.