Work Myphoner calling lists from your workflows: create lists and leads, search and update leads, record outcomes, delegate or move leads, and read list statistics and calls.
Explore 17 workflow actions for Myphoner, including account permissions and operation limits.
8 read actions9 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Archive lead
Write
Archives a lead. Optionally schedules a call back and adds a comment and category.
Permissions and limits
Account permissions
A Myphoner API key (account key from Manage > Configure > Integrations, or a user's personal key with that user's rights)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create lead
Write
Adds a lead to a list.
Permissions and limits
Account permissions
A Myphoner API key (account key from Manage > Configure > Integrations, or a user's personal key with that user's rights)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create list
Write
Creates a calling list with its fields, call script, agents and outcome categories.
Permissions and limits
Account permissions
A Myphoner API key (account key from Manage > Configure > Integrations, or a user's personal key with that user's rights)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delegate or claim lead
Write
Gives the claim on a lead to a user.
Permissions and limits
Account permissions
A Myphoner API key (account key from Manage > Configure > Integrations, or a user's personal key with that user's rights)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get call
Read
One call: agent, number, duration, caller ID, direction, disposition and the lead it belongs to (recording links are left out).
Permissions and limits
Account permissions
A Myphoner API key (account key from Manage > Configure > Integrations, or a user's personal key with that user's rights)
Get lead
Read
One lead with its state, claim and lead data.
Permissions and limits
Account permissions
A Myphoner API key (account key from Manage > Configure > Integrations, or a user's personal key with that user's rights)
Get list
Read
One list with its outcome categories.
Permissions and limits
Account permissions
A Myphoner API key (account key from Manage > Configure > Integrations, or a user's personal key with that user's rights)
Get list statistics
Read
Lead counts by state and category for a list.
Permissions and limits
Account permissions
A Myphoner API key (account key from Manage > Configure > Integrations, or a user's personal key with that user's rights)
List columns
Read
A list's fields; each key is the name to use in lead data.
Permissions and limits
Account permissions
A Myphoner API key (account key from Manage > Configure > Integrations, or a user's personal key with that user's rights)
List leads
Read
A page of a list's leads, newest first (or last updated first).
Permissions and limits
Account permissions
A Myphoner API key (account key from Manage > Configure > Integrations, or a user's personal key with that user's rights)
List lists
Read
The account's calling lists with lead counts.
Permissions and limits
Account permissions
A Myphoner API key (account key from Manage > Configure > Integrations, or a user's personal key with that user's rights)
Mark lead as loser
Write
Marks a lead as a loser. Optionally schedules a call back and adds a comment and category.
Permissions and limits
Account permissions
A Myphoner API key (account key from Manage > Configure > Integrations, or a user's personal key with that user's rights)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Mark lead as winner
Write
Marks a lead as a winner. Optionally schedules a call back and adds a comment and category.
Permissions and limits
Account permissions
A Myphoner API key (account key from Manage > Configure > Integrations, or a user's personal key with that user's rights)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Mark lead for call back
Write
Marks a lead for call back. Optionally schedules a call back and adds a comment and category.
Permissions and limits
Account permissions
A Myphoner API key (account key from Manage > Configure > Integrations, or a user's personal key with that user's rights)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Move lead to another list
Write
Moves a lead to another list (or its own, to release a claim).
Permissions and limits
Account permissions
A Myphoner API key (account key from Manage > Configure > Integrations, or a user's personal key with that user's rights)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Search leads
Read
Free-text search across lead data and activity logs.
Permissions and limits
Account permissions
A Myphoner API key (account key from Manage > Configure > Integrations, or a user's personal key with that user's rights)
Update lead
Write
Changes a lead's data fields.
Permissions and limits
Account permissions
A Myphoner API key (account key from Manage > Configure > Integrations, or a user's personal key with that user's rights)
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Myphoner. A saved workflow is not a completed provider action.
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