Myphoner

The Myphoner modules allow you to create, watch, search and modify your leads and lists in your Myphoner account.

Getting Started with Myphoner

Prerequisites

  • A Myphoner account

In order to use Myphoner with Make, you must have a Myphoner account. If you do not have one, you can create one at myphoner.com.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory.

Connecting Myphoner to Make

To connect your Myphoner account to Make you need your subdomain and an API key.

  1. Log in to your Myphoner account.

  2. Click Manage, then click Settings.

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  3. Click API Key, then copy your API key to your clipboard.

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  4. Copy the subdomain of your Myphoner account URL address. This is the first part of the URL. For example, if the URL is make.myphoner.com, copy make.

  5. In your Make scenario, choose the Myphoner module you want to use.

  6. Next to Connection, click Add.

  7. Choose a name for your connection.

  8. Enter the subdomain and API key in their respective fields, then click Save.

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You have now successfully established the connection.

Leads

Find leads by one or more fields.

Connection

Establish a connection to your Myphoner account.

Select or Enter Manually

Select or map the List ID of the list you want to search for leads from.

Search Criteria

Enter any search criteria to find a lead by.

  • Name

  • Value

Note

If you supply the same field multiple times, Make only uses the last one in the request.

Match All

Select whether you want the results to match all fields or just some.

Limit

Enter the maximum number of leads Make returns during one scenario execution cycle.

Searches for leads by a query.

Connection

Establish a connection to your Myphoner account.

Query

Map a query string to search leads by. All lead data including activity logs will be searched.

List IDs

Select the IDs of the lists to select leads from.

Limit

Enter the maximum number of leads Make returns during one scenario execution cycle.

Retrieves leads from an existing list.

Connection

Establish a connection to your Myphoner account.

List ID

Select or map the ID of the list you want to retrieve leads from.

Order

Select how you want to to sort the items by.

  • Last Updated First

  • Last Created First

By default Make returns leads by creation date in descending order.

Limit

Enter the maximum number of leads Make returns during one scenario execution cycle.

Retrieves an existing lead.

Connection

Establish a connection to your Myphoner account.

Select or Enter manually

Choose how you want to retrieve your lead.

Select

Select the List ID of the list you want to retrieve your lead from, then select the lead.

Enter manually

Map the Lead ID of the lead you want to retrieve.

Creates a new lead.

Connection

Establish a connection to your Myphoner account.

Select or Enter manually

Select or map the List ID of the list you want to create your lead in.

Lead Data

Map any lead data in the fields that auto-populate based on your selection.

Note

The names of these fields should match those in the Fields section of your list in your Myphoner account.

Updates an existing lead.

Connection

Establish a connection to your Myphoner account.

Select or Enter manually

  • Select

List ID

Select the ID of the list containing the lead you want to update.

Lead ID

Select the ID of the lead you want to update.

Lead Data

Enter any lead data you want to update in the fields that auto-populate based on your selection.

Note

The names of these fields should match those in the Fields section of your list in your Myphoner account.

  • Enter Manually

Lead ID

Map the ID of the lead you want to update.

Lead Data

Add any lead data information you want to update.

Note

The names of these fields should match those in the Fields section of your list in your Myphoner account.

Migrates or moves a lead between lists.

Connection

Establish a connection to your Myphoner account.

List ID

Select or map the ID of the list you want to select your lead from.

Lead ID

Select or map the ID of the lead you want to migrate or move.

To List ID

Select or map the ID of the list you want to move your lead to.

Give Back Leads

Choose whether to release the lead if it is claimed, or leave it as is.

Delegates or claims an existing lead to another user.

Connection

Establish a connection to your Myphoner account.

Select or Enter manually

  • Select

List ID

Select the ID of the list containing the lead you want to delegate or claim.

Lead ID

Select the ID of the lead you want to delegate or claim.

  • Enter Manually

Lead ID

Map the ID of the lead you want to delegate or claim.

Delegate to

Map the email or account ID of the user that should hold the claim of the lead.

Marks a lead for a call back.

Connection

Establish a connection to your Myphoner account.

Select or Enter manually

  • Select

List ID

Select the ID of the list containing the lead you want to mark for a call back.

Lead ID

Select the ID of the lead you want to mark for a call back.

  • Enter Manually

Lead ID

Map the ID of the lead you want to mark for a call back.

Category

Select or map the category of the call back event.

Call Back in

Map how many minutes until the scheduled call back.

Scheduled for

Map the date and time of call back. See list of supported date and time formats.

Note

This takes precedence over Call Back in.

Comment

Enter any text as a comment on the event.

Marks an existing lead as a loser.

Connection

Establish a connection to your Myphoner account.

Select or Enter manually

  • Select

List ID

Select the ID of the list containing the lead you want to mark as a loser.

Lead ID

Select the ID of the lead you want to mark as a loser.

  • Manually Enter

Lead ID

Select the ID of the lead you want to mark as a loser.

Category

Select or map the category of the loser event.

Call Back in

Map how many minutes until the scheduled call back.

Scheduled for

Map the date and time of call back. See list of supported date and time formats.

Note

This takes precedence over Call Back in.

Comment

Enter any text as a comment on the event.

Marks an existing lead as a winner.

Connection

Establish a connection to your Myphoner account.

Select or Enter manually

  • Select

List ID

Select the ID of the list containing the lead you want to mark as a winner.

Lead ID

Select the ID of the lead you want to mark as a winner.

  • Enter Manually

Lead ID

Select the ID of the lead you want to mark as a winner.

Category

Select or map the category of the winner event.

Call Back in

Map how many minutes until the scheduled call back.

Scheduled for

Map the date and time of call back. See list of supported date and time formats.

Note

This takes precedence over Call Back in.

Comment

Enter any text as a comment on the event.

Archives an existing lead.

Connection

Establish a connection to your Myphoner account.

Select or Enter manually

  • Select

List ID

Select the ID of the list containing the lead you want to archive.

Lead ID

Select the ID of the lead you want to archive.

  • Enter Manually

Lead ID

Select the ID of the lead you want to archive.

Category

Select or map the category of the archive event.

Call Back in

Map how many minutes until the scheduled call back.

Scheduled for

Map the date and time of call back. See list of supported date and time formats.

Note

This takes precedence over Call Back in.

Comment

Enter any text as a comment on the event.

Lists

Retrieves all existing lists on the current account.

Connection

Establish a connection to your Myphoner account.

Locked on Defaults

Select whether to only return lists that are guaranteed to have the Myphoner default fields defined.

Limit

Enter the maximum number of lists Make returns during one scenario execution cycle.

Retrieves an existing list.

Connection

Establish a connection to your Myphoner account.

List ID

Select the ID of the list you want to retrieve.

Creates a new list.

Connection

Establish a connection to your Myphoner account.

List Name

Enter a name for your new list.

Description

Enter a text description of your new list.

Categories

Enter any additional category information for your list

  • Call Back

  • Winner

  • Loser

  • Archive

  • Skip

Column Attributes

Add any additional parameters for fields in the new list.

  • Label

  • Original Name

  • Kind

User IDs

Add the IDs of any agents that should have access to the new list.

Duplicates Match On

Enter a custom field to use when detecting duplicates.

List Settings

Choose additional settings for your new list.

  • Prepend Phone

  • Inline Identifiers

  • Show Avatars

  • Lock on Defaults

  • Queue New Before Call Backs

  • Queue New Before Due

  • Duplicates Match On Phone

  • Duplicates Match On Email

Triggers

Note

Make automatically creates a webhook in MyPhoner once you add an instant trigger to your scenario.

Watches for a new archived lead.

Select a webhook or create a new one

Webhook name

Enter a name for your webhook.

Connection

Establish a connection to your Myphoner account.

List ID

Select the ID of the list you want to watch for an archived lead.

Watches for a new call back lead.

Select a webhook or create a new one

Webhook name

Enter a name for your webhook.

Connection

Establish a connection to your Myphoner account.

List ID

Select the ID of the list you want to watch for a lost lead.

Watches for a lost lead.

Select a webhook or create a new one

Webhook name

Enter a name for your webhook.

Connection

Establish a connection to your Myphoner account.

List ID

Select the ID of the list you want to watch a lead for a call back.

Watches for a new winner lead.

Select a webhook or create a new one

Webhook name

Enter a name for your webhook.

Connection

Establish a connection to your Myphoner account.

List ID

Select the ID of the list you want to watch for a winner lead.

API

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Myphoner account.

URL

Enter a path relative to https://make.myphoner.com/api/. For example, /v2/lists

Note

For the list of available endpoints, refer to the Myphoner API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

The following API call returns a list of all the lists in your Myphoner account:

URL: /v2/lists

Method: GET

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The result can be found in the module's Output under Bundle > Body. Our example returned 19 results:

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