> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.youratlas.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.youratlas.com/_mcp/server.

# Tool Templates

The **Atlas Actions** tab under Global Actions is a marketplace of pre-built action templates. Each template wraps a known service (CRM, calendar, payment processor, etc.) so you only have to provide your credentials — URL, headers, parameters, and descriptions are filled in for you.

![](/_fern-img/139b797c6fc63d37ef87c63383ceac443a924d2fd62d2c0cfc9ec02da4471ea2.webp)

## Browse templates

* **Search bar** — Search by name or description. Updates as you type.
* **Categories sidebar** — Filter by category (CRM, Calendar, Communication, etc.). Click a category to toggle, click **Clear** to reset.
* **Results count** — Shows filtered vs. total templates.

Templates are grouped by service. A group with multiple templates (for example, the three GoHighLevel actions) shows a **Use All** button — see [Batch Create](/docs/atlas-actions/batch-create-actions).

## Create an action from a template

1. Find a template you want and click **Use this template**.
2. Fill in the required fields. Each field has:
   * A **label** and optional **hint** (hover the `?` icon).
   * A **description** explaining what the value is.
   * A field type — text, password, number, select, or textarea.
   * Validation — required fields are marked with `*` and may have format checks.
3. Click **Add Tool**.

The action appears on the **Actions Added** tab, ready to attach to a campaign.

## Template fields

Common placeholder fields you may see:

* **API Key / Token** — Your service-specific credential. Stored encrypted.
* **Location ID / Account ID** — Tenant identifier inside the third-party service.
* **Calendar ID / Resource ID** — Specific resource inside the account.
* **Webhook URL** — Where Atlas should POST results. Some templates supply this; others need yours.

If a field has a hint icon (`?`), hover it for guidance on where to find that value in the third-party service.

## Documentation links

If a template has a documentation URL, the card shows a small external-link icon next to **Use this template** — click it to open the service-specific setup guide in a new tab.

## Built-in templates

These first-party templates appear in addition to community templates:

* **Cal.com calendar connection** — connect a Cal.com calendar via API key.
* **GoHighLevel** — three actions for contacts, free slots, and booking.

## After creating

* View and edit on the [**Actions Added** tab](/docs/atlas-actions/manage-actions).
* Attach to a campaign under **Campaign > Integrations > Tools Integration > Manage Tools**.