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.
Log in to your Myphoner account.
Click Manage, then click Settings.
Click API Key, then copy your API key to your clipboard.
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, copymake.In your Make scenario, choose the Myphoner module you want to use.
Next to Connection, click Add.
Choose a name for your connection.
Enter the subdomain and API key in their respective fields, then click Save.
You have now successfully established the connection.
Leads
Find leads by one or more fields.
Connection | |
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.
NoteIf 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 | |
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 | |
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.
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 | |||||
Select or Enter manually | Choose how you want to retrieve your lead.
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Creates a new lead.
Connection | |
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. NoteThe names of these fields should match those in the Fields section of your list in your Myphoner account. |
Updates an existing lead.
Connection | |||||||||||
Select or Enter manually |
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Migrates or moves a lead between lists.
Connection | |
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 | |||||||
Select or Enter manually |
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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 | |||||||
Select or Enter manually |
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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. NoteThis takes precedence over Call Back in. | ||||||
Comment | Enter any text as a comment on the event. |
Marks an existing lead as a loser.
Connection | |||||||
Select or Enter manually |
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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. NoteThis takes precedence over Call Back in. | ||||||
Comment | Enter any text as a comment on the event. |
Marks an existing lead as a winner.
Connection | |||||||
Select or Enter manually |
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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. NoteThis takes precedence over Call Back in. | ||||||
Comment | Enter any text as a comment on the event. |
Archives an existing lead.
Connection | |||||||
Select or Enter manually |
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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. NoteThis 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 | |
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 | |
List ID | Select the ID of the list you want to retrieve. |
Creates a new list.
Connection | |
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
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Column Attributes | Add any additional parameters for fields in the new list.
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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.
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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 |
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Watches for a new call back lead.
Select a webhook or create a new one |
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Watches for a lost lead.
Select a webhook or create a new one |
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Watches for a new winner lead.
Select a webhook or create a new one |
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API
Performs an arbitrary authorized API call.
Connection | |
URL | Enter a path relative to NoteFor 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
The result can be found in the module's Output under Bundle > Body. Our example returned 19 results:
