Integration
Connect Callingly and Salespanel
When Lead Created fires in Callingly, your agent runs Log Custom Activity in Salespanel, or Lead Identified in Salespanel to Find 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 Salespanel 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Salespanel can do together
From Callingly to Salespanel
When Lead Created in Callingly
then Log Custom Activity in Salespanel
When Lead Updated or Tagged in Callingly
then Identify Visitor in Salespanel
From Salespanel to Callingly
When Lead Identified in Salespanel
then Find Lead in Callingly
When Visiting Company Identified in Salespanel
then Update or Tag 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 Salespanel
Triggers and actions 4 triggers · 19 actions
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.
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
Lead IdentifiedTriggers when a new identified lead first appears in Salespanel.
Trigger
Visiting Company IdentifiedTriggers when a new visiting company is first identified on your website.
Action
Get VisitorReturns one Salespanel visitor with their person, company, acquisition and activity details.
Action
Get Visitor AttributionReturns a Salespanel visitor with first-touch and last-touch marketing attribution.
Action
Identify VisitorTurns an anonymous Salespanel visitor into an identified lead by associating an email address.
Action
List SegmentsReturns the visitor segments created in the Salespanel account.
Action
List Visitor ActivitiesReturns a Salespanel visitor's page visits, email opens and custom activities, newest first.
Action
Log Custom ActivityLogs a custom activity (e.g. a demo viewed or a sales call) on a Salespanel visitor.
Action
Set Visitor AttributesSets a custom attribute value on a Salespanel visitor, creating the attribute if it does not exist yet.
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
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More into Salespanel
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Questions
Callingly and Salespanel, answered
What can start an automation from Callingly?
Any of Callingly's 2 triggers in the catalog, including Lead Created and Lead Updated or Tagged. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salespanel when something happens in Callingly?
Any of Salespanel's 7 actions, including Log Custom Activity, Get Visitor, Get Visitor Attribution and Identify Visitor. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salespanel to Callingly?
Yes. When something happens in Salespanel, your agent can act in Callingly too. This page covers both directions: Salespanel's triggers and Callingly's actions are listed here as well.
Do I have to build a connector for Callingly or Salespanel?
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 Salespanel 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.