Integration
Connect Callingly and Redbooth
When Call Completed fires in Callingly, your agent runs Create Task in Redbooth, or New comment in Redbooth to Update or Tag Lead in Callingly. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Callingly and Redbooth to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Callingly and Redbooth can do together
From Callingly to Redbooth
When Call Completed in Callingly
then Create Task in Redbooth
When Lead Created in Callingly
then Create Task List in Redbooth
From Redbooth to Callingly
When New comment in Redbooth
then Update or Tag Lead in Callingly
When New List in Redbooth
then Call Lead in Callingly
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Callingly and Redbooth
Triggers and actions 9 triggers · 31 actions
Trigger
Call CompletedTriggers when a call to a lead is made and completes in Callingly.
Trigger
Lead CreatedTriggers when a new lead is added to Callingly.
Trigger
Lead Updated or TaggedTriggers when a Callingly lead is tagged or its status, stage or result changes.
Trigger
New SMSTriggers when a text message is sent or received in Callingly.
Action
Call LeadCreates or updates a lead and immediately calls your team, connecting the first rep who answers to the lead.
Action
Delete LeadDeletes a Callingly lead.
Action
Find LeadFinds a Callingly lead by phone number and returns the first match.
Action
Get CallReturns one Callingly call by its ID, with its outcome, duration, recording and transcript.
Action
Get LeadReturns one Callingly lead by its ID, with its contact details and status.
Action
List SequencesReturns the follow-up sequences in the Callingly account.
Action
List TeamsReturns the teams in the Callingly account.
Action
List UsersReturns the users (agents) in the Callingly account.
Action
Schedule CallCreates or updates a lead and schedules a call from your team to the lead at the time you choose.
Action
Schedule SMSSchedules a text message to an existing Callingly lead for a future time.
Action
Send SMSSends a text message from one of your Callingly numbers to a lead.
Action
Update or Tag LeadUpdates a Callingly lead's details, status, stage or tags.
Trigger
New commentTriggered when a new comment is added to a task or conversation.
Trigger
New ListFires once for each new task list the connected user can access, newest first.
Trigger
New projectTriggered when a new project is created
Trigger
New TaskFires once for each new task created in Redbooth, optionally limited to an organization, project, task list, creator or assignee.
Trigger
New WorkspaceTriggered when a new workspace (organization) is created.
Action
Add conversationCreate a new conversation.
Action
Add noteCreates a new note in a Redbooth project.
Action
Add projectCreates a new project in a Redbooth organization.
Action
Add tagCreate a new tag.
Action
Create CommentCreates a new comment.
Action
Create SubtaskCreates a new subtask.
Action
Create TaskCreates a new task.
Action
Create Task ListCreates a new task list.
Action
Create WorkspaceCreates a new Redbooth workspace (organization).
Action
Delete taskDeletes a Redbooth task by its id.
Action
Find projects by criteriaReturns up to 1000 projects that match the specified organization, member user and archived criteria.
Action
Find RecordSearches your Redbooth account for tasks, conversations, notes and files whose text matches the search words.
Action
Find TaskReturns tasks whose text matches the search, optionally limited to one project.
Action
Get NoteReturns one note with its title, content and project.
Action
Get TagReturns one tag with its name, color and organization.
Action
Get taskRetrieve a single Redbooth task by its id.
Action
Get Task ListReturns one task list with its name, project and archived state.
Action
Update projectUpdates an existing Redbooth project's name, organization, visibility, time tracking, weekend-day and public-notes settings.
Action
Update taskUpdates an existing task by ID
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Callingly
Callingly to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Callingly to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Callingly to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Callingly to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Callingly to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Callingly to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Redbooth
HubSpot to RedboothHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to RedboothGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to RedboothGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to RedboothGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to RedboothGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to RedboothMailchimp marketing automation and email platform.
Questions
Callingly and Redbooth, answered
What can start an automation from Callingly?
Any of Callingly's 4 triggers in the catalog, including Call Completed, Lead Created, Lead Updated or Tagged and New SMS. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Redbooth when something happens in Callingly?
Any of Redbooth's 19 actions, including Create Comment, Create Subtask, Create Task and Create Task List. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Redbooth to Callingly?
Yes. When something happens in Redbooth, your agent can act in Callingly too. This page covers both directions: Redbooth's triggers and Callingly's actions are listed here as well.
Do I have to build a connector for Callingly or Redbooth?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Callingly and Redbooth without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.