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Actions

Actions is the place where you connect Callin to other platforms so your AI Agents can schedule, sync customer data, trigger automations, and send updates—without doing everything manually. Open Actions in the Console
The Actions page in Callin, showing integration cards like Google Calendar, Cal.com, GoHighLevel, Zoho, n8n, Zapier, Make.com, Slack (Coming Soon), and Custom Integration.

Screenshot: The Actions hub where you can connect external platforms to Callin. Each card shows whether it’s connected and what button to use (Connect, View, Manage, etc.).

Tip: If you’re not sure where to start, begin with Calendar (for booking) or Automation (for workflows like follow-ups and CRM updates).

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Where to find it

  1. Open your Callin Console.
  2. In the left menu, go to Integrations → Actions.

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How connecting works

Each integration card shows a status and an action button:
  • Not Connected → You’ll usually see Connect.
  • Connected → You may see View and Disconnect (example: Google Calendar).
  • Coming Soon → The integration is listed but not available to connect yet (example: Slack).
  • Some platforms may use a different button label (example: Manage for Custom Integration, or Go to n8n).
General flow:
  1. Click the integration card’s button (Connect / Manage / View).
  2. Follow the platform’s authorization or setup steps.
  3. Return to Callin and confirm the card status updates.
Important: The exact authorization screens can vary depending on your account, plan, or how your organization manages permissions.
Common mistake: Connecting the wrong account (for example, the wrong Google account) and later wondering why events or data appear in the wrong place.

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Available integrations

Below is what each available platform is typically used for and how you connect it from the Actions page.

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Google Calendar

What it’s for
Use Google Calendar to keep appointments organized in a calendar your team already uses. How to connect in Callin
  • If it’s not connected, click Connect on the Google Calendar card and complete the Google authorization steps.
  • If it’s already connected (like in the screenshot), you’ll see:
    • View to review the connection details
    • Disconnect to remove the connection
Example uses with AI Agents
  • A scheduling agent can coordinate times and keep confirmed appointments reflected in your calendar (for example: “Demo with Alex Rivera — Tue 3:30 PM”).
  • An agent can help reduce no-shows by using calendar details as the “source of truth” for upcoming meetings (for example, confirming: “You’re booked for Wednesday at 10:00 AM”).

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Cal.com (Beta)

What it’s for
Cal.com is an appointment scheduling platform. Connecting it can help align Callin with your scheduling setup. How to connect in Callin
  1. Find Cal.com and click Connect.
  2. Follow the steps shown during setup (may vary because it’s marked Beta).
  3. Return to Actions and confirm it no longer shows Not Connected.
Example uses with AI Agents
  • A booking agent can guide a customer to the right appointment type (for example: “15-minute intro call” vs. “30-minute onboarding”).
  • If your team uses Cal.com scheduling links, an agent can help route customers to the right option based on intent (sales, support, onboarding).
Important: Because this integration is labeled Beta, the setup flow and available options may change.

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GoHighLevel

What it’s for
GoHighLevel is a CRM platform. Connecting it helps you keep customer and lead information aligned between Callin and your CRM workflows. How to connect in Callin
  1. On the GoHighLevel card, click Connect.
  2. Complete the sign-in/authorization steps.
  3. Confirm the integration status updates.
Example uses with AI Agents
  • After a call, an agent can help ensure lead details are ready to be used in your CRM follow-ups (for example: name, interest, and next-step notes).
  • A sales agent can use what it learned during a call to support better handoffs (for example: “Interested in the Pro plan, wants pricing by email”).

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Zoho

What it’s for
Zoho is another CRM option. Use it if your team manages leads, contacts, or customer records in Zoho. How to connect in Callin
  1. On the Zoho card, click Connect.
  2. Follow the authorization steps.
  3. Confirm the status changes from Not Connected.
Example uses with AI Agents
  • A support agent can help capture the outcome of a customer call so your team can follow up in the CRM.
  • An agent can support consistent data entry by prompting for missing details during a conversation (for example: company size, preferred contact method).

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n8n

What it’s for
n8n is a workflow automation platform. It’s useful when you want to build custom automations that connect multiple tools together. How to connect in Callin
  • On the n8n card, click Go to n8n.
  • Follow the setup instructions shown there to create your workflow and connect it back to Callin (steps can vary based on how your n8n is hosted).
Example uses with AI Agents
  • After an agent finishes a call, you can trigger an automation that notifies a team channel and creates a task for follow-up.
  • You can route call outcomes into different paths (for example: “booked demo” → notify sales, “needs support” → create a support ticket).

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Zapier

What it’s for
Zapier helps you connect Callin to thousands of apps and automate simple workflows without custom development. How to connect in Callin
  1. On the Zapier card, click Connect.
  2. Complete the connection steps.
  3. Build “if this, then that” workflows in Zapier based on your needs.
Example uses with AI Agents
  • When an agent collects a new lead, trigger a follow-up email sequence in your email tool.
  • When a call is completed, automatically send a summary to a spreadsheet or a project tracker for visibility.

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Make.com

What it’s for
Make (formerly Integromat) is another automation platform for building multi-step scenarios across tools. How to connect in Callin
  1. On the Make.com card, click Connect.
  2. Follow the connection steps shown during setup.
  3. Build scenarios in Make to match your workflow.
Example uses with AI Agents
  • If an agent qualifies a lead as “high intent,” trigger a multi-step workflow (for example: alert a salesperson, create a deal, schedule a task).
  • Send structured updates to internal tools your team already uses.

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Slack (Coming Soon)

What it’s for
Slack is commonly used for team notifications and internal communication. Availability
In the screenshot, Slack shows Coming Soon, which means it’s visible in Actions but not available to connect yet. Example uses with AI Agents (once available)
  • Notify a channel when an agent books a meeting (for example: “New demo booked: Thu 2:00 PM”).
  • Alert support when a customer requests help during a call.

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Custom Integration

What it’s for
Custom Integration is for teams that want to connect Callin to their own systems or external services via webhooks. How to connect in Callin
  • Click Manage on the Custom Integration card.
  • Configure the webhook settings shown there (the available fields and options may vary by account or plan).
Example uses with AI Agents
  • Send a call outcome to your internal dashboard (for example: “Qualified lead,” “Needs follow-up,” “Not interested”).
  • Trigger a custom workflow in your own backend whenever an agent completes a specific type of interaction.
Tip: Custom Integration is a good choice when you already have an internal tool and want Callin to “push” events into it.

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Troubleshooting

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The integration stays on “Not Connected”

  • Refresh the page and check again.
  • Try disconnecting and reconnecting (if the option exists).
  • Confirm you signed in with the correct account on the provider side.

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You connected the wrong account

  • Use Disconnect (if available), then reconnect and select the correct account during authorization.

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Buttons or options look different

Some labels and setup steps can vary based on your plan, your organization settings, or provider changes.