Integrations / Phone & SMS
Connect Callingly to WhatsApp: leads, clients and teams by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Callingly once, then ask Flann to look things up in it or get work done in it, by text or voice note. Team chat moves fast and the important line gets buried. Flann reads the channels in Callingly with you, pulls out what needs a decision and drafts your answer. Ask what you missed while you were with a customer, and Flann gives you the decisions, the questions aimed at you and anything that sounds urgent, instead of an endless scroll.
29 actions in Callingly. 12 only look things up, and 17 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Callingly
Send any of these on WhatsApp, in your own words. Flann finds the right Callingly action and fills in the details from the conversation.
“Look up the call in Callingly.”
“Look up the lead in Callingly.”
“Look up the team in Callingly.”
“Update the lead in Callingly.”
“Create an outbound call in Callingly.”
“Create a team in Callingly.”
What Flann can work with in Callingly
Callingly gives Flann 29 actions across 8 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Leads | deletelook upupdate | 4 |
| Clients | createdeletelook up | 3 |
| Teams | createlook up | 3 |
| Users | look upupdate | 3 |
| Agent schedules | look upupdate | 2 |
| Calls | look up | 2 |
| Agents | createdeleteupdate | 4 |
Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for Callingly.
| Compare | In Callingly yourselfYou click through each job | A fixed workflowTriggers built in advance | Flann on CallinglyYou ask, Flann does the clicking |
|---|---|---|---|
| Asking for something | Log in and click through the screens | Only what was wired up in advance | Text or voice note, in your own words |
| Looking things up about leads | By hand, screen by screen | Only the look-ups someone built | 12 look-ups, answered straight away |
| Creating and updating | Typed in by hand | Run unchecked once built | 17 changes, made from a message |
| Callingly records | All of them, one screen at a time | Only the ones you wire up | 8 kinds, from one chat |
| Set-up | Nothing new to set up | Someone builds and maintains each flow | Your Callingly API key, once |
YesPartlyNo
Step by step: Callingly jobs you can hand to Flann
Each step below names the Callingly action Flann actually runs.
Fix a lead without opening Callingly
- You message Flann on WhatsApp: “Change the lead in Callingly: here is what is different.”
- Flann runs
List Leadsin Callingly and shows you what it found. - Flann runs
Update Leadin Callingly. - Flann makes the change in Callingly and confirms in the chat.
Create a client from a voice note
- You message Flann on WhatsApp: “Create a client in Callingly with these details.”
- Flann runs
List Clientsin Callingly and shows you what it found. - Flann runs
Create Clientin Callingly. - Flann creates it in Callingly and confirms in the chat.
Get answers about your teams
- You message Flann on WhatsApp: “What is the latest on our teams in Callingly?”
- Flann runs
List TeamsandGet Teamin Callingly and shows you what it found. - Nothing in Callingly is changed: these are look-ups, so they run straight away.
Repetitive Callingly work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Sorting the queue by urgency
Today
Opening Callingly each morning means reading every new ticket before you know which one is on fire.
With Flann
“What came in overnight? Urgent ones first”
Reading every new conversation in Callingly, Flann groups them into urgent, routine and can-wait, and gives you a line on each urgent one. Nothing is changed.
What you stop doing: Reading the whole queue to find the one urgent message stops being your morning.
Catching up on team chat
Today
Step away for a morning and the team channel in Callingly has moved on. Scrolling back to find what concerns you takes far longer than it should.
With Flann
“Anything in the team chat I need to answer?”
Scanning the channels in Callingly since you last looked, Flann pulls out the questions aimed at you, the decisions waiting on you and anything marked urgent. You get the short version.
What you stop doing: Scrolling back through a busy channel to find your name stops being necessary.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Callingly
- Open Connectors in Flann and choose Callingly.
- Paste your Callingly API key into the secure form Flann opens. You will find the key in your Callingly account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Callingly action itself.
Look-ups run as soon as you ask and change nothing in Callingly. You can disconnect Callingly from Connectors at any time.
Ways to use Callingly with Flann
Close the loop
Tell Flann a problem is solved. It prepares the update in Callingly so nobody chases it twice.
One place to ask from
Instead of opening Callingly, ask Flann on WhatsApp. It reads the thread and gives you the short version.
Reply in your tone
Tell Flann what to say.
Everything Flann can do in Callingly
The full list of Callingly actions available to Flann once you connect it.
Looks up 12
- Get Agent Schedule
- Get Call
- Get Lead
- Get Team
- Get Webhook
- List Calls
- List Clients
- List Leads
- List Team Users
- List Teams
- List Users
- List Webhooks
Changes 17
- Update Lead
- Activate/Deactivate Client Account
- Create Agent
- Create Client
- Create Outbound Call
- Create Team
- Create Webhook
- Delete Agent
- Delete Client
- Delete Lead
- Delete Webhook
- Remove Team Agent
- Update Agent
- Update Agent Schedule
- Update Team Agent Settings
- Update Team Users
- Update Webhook
More Phone & SMS apps Flann works with
Pushbullet
Microsoft TeamsCommon questions
What can Flann do with leads in Callingly?
Flann can delete, look up and update leads in Callingly, using 4 actions (Delete Lead, Get Lead, List Leads, Update Lead). Looking up runs straight away and changes nothing. The other actions create or change leads in Callingly.
What can Flann do with clients in Callingly?
Flann can create, delete and look up clients in Callingly, using 3 actions (Create Client, Delete Client, List Clients). Looking up runs straight away and changes nothing. The other actions create or change clients in Callingly.
How does Flann connect to Callingly?
Open Connectors in Flann, choose Callingly and paste your Callingly API key into a secure form. You will find the key in your Callingly account settings. Once it is connected, Flann can use 29 actions in Callingly.
Can I use Callingly from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Callingly for you. You do not need to open Callingly.
Does connecting Callingly cost extra?
No. Callingly is included in every Flann plan, along with every other app Flann connects to.