Integrations Intercorp BAS myphoner
Intercorp BAS + myphoner

Connect Intercorp BAS and myphoner to Build Intelligent Automations

Choose a Trigger

Intercorp BAS

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Choose an Action

myphoner

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Enable Integrations or automations with these events of Intercorp BAS and myphoner

Enable Integrations or automations with these events of Intercorp BAS and myphoner

Actions

Search Client

Search Client

Retrieve client records filtered by client code, creation/modified date range, and active status.

Search Profile

Search Profile

Retrieve client profiles.

Create Lead

Create Lead

Create a new lead in the selected Myphoner list with contact and profile details.

Mark Lead as Winner

Mark Lead as Winner

Mark a selected Myphoner lead as a winner. Optionally add an internal comment, assign a category, schedule a callback, or set a follow-up date.

Mark Lead as Lost

Mark Lead as Lost

Mark a Myphoner lead as lost and optionally add a comment, schedule a callback, set a callback delay, or assign a category.

Schedule Callback

Schedule Callback

Mark a Myphoner lead for a callback — set a delay or exact date/time and add an optional comment and category.

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Frequently Asked Questions

How do I start an integration between Intercorp BAS and myphoner?

To start, connect both your Intercorp BAS and myphoner accounts to viaSocket. Once connected, you can set up a workflow where an event in Intercorp BAS triggers actions in myphoner (or vice versa).

Can we customize how data from Intercorp BAS is recorded in myphoner?

Absolutely. You can customize how Intercorp BAS data is recorded in myphoner. This includes choosing which data fields go into which fields of myphoner, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Intercorp BAS and myphoner?

The data sync between Intercorp BAS and myphoner typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Intercorp BAS to myphoner?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Intercorp BAS and myphoner?

Yes, you can set conditional logic to control the flow of data between Intercorp BAS and myphoner. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Intercorp BAS

About Intercorp BAS

Intercorp BAS offers innovative business automation solutions designed to streamline operations and enhance productivity. With a focus on integrating cutting-edge technology, Intercorp BAS provides tools for efficient business management and process optimization.

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myphoner

About myphoner

Myphoner is a cold calling tool used for lead management and lead tracking, with the focus of creating a superior workflow for the sales agent.

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