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Integration blocks let a flow use an external service, such as checking a calendar, sending an email from a provider account, updating a spreadsheet, or triggering an automation. Use Block Reference for capabilities that do not depend on a specific provider, such as Talk, Filter, API Request, or Code.

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Connected integrations

Use Gmail or Microsoft Outlook when the email should come from a connected provider account. Use Send Email for Phonely’s built-in email action.

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Webhook automations

Make and Zapier use the same webhook configuration and execution behavior as Send Call Data. They remain in Integrations to match the block picker, but do not create provider connections. For new flows, prefer Send Call Data.

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Connect an account

Google Calendar, Gmail, Google Sheets, Google Drive, Microsoft Outlook, and Slack use connected provider accounts. These connections belong to the agent, not an individual flow. Once connected, an account is available to integration blocks across that agent’s flows. Other agents must connect their own accounts. In the block’s Setup step, choose an action when more than one is available, then connect or select the account the block should use. The block’s action and configuration remain specific to the flow. If a provider connection expires or its permissions change, reconnect it before testing the flow again.

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Configure and test an integration

  1. Add the integration at the stage where it should run.
  2. Complete its connection or webhook setup.
  3. Enter the required values in Configure. Focus a supported field to select a value from Available Variables.
  4. Run the block test when available, then verify the result in the external service.
  5. Test the complete flow before using the integration in live calls.
An integration can use only variables available before it runs. Tests for some integrations create output variables that later blocks can use. Each provider guide explains its inputs, outputs, and test behavior.
Integration tests can send messages, create appointments or rows, upload files, or trigger automations. Use accounts and data that are safe for testing.
Last modified on July 17, 2026