Connect Documint and myphoner to Build Intelligent Automations

Choose a Trigger

Documint

When this happens...

Choose an Action

myphoner

Automatically do this!

Ready to use Documint and myphoner automations

Explore more automations built by businesses and experts

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Template

New Template

Trigger when a new template is created.

Request a new Trigger for Documint

Do thisActions

Action is the task that follows automatically within your Documint integrations.

Merge Template

Merge Template

Merge a Template

Update Document

Update Document

Update an Existing Document.

Delete Document

Delete Document

Delete a Document.

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.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Documint and myphoner?

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

Can we customize how data from Documint is recorded in myphoner?

Absolutely. You can customize how Documint 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 Documint and myphoner?

The data sync between Documint 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 Documint 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 Documint and myphoner?

Yes, you can set conditional logic to control the flow of data between Documint 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.

Documint

About Documint

Documint is a document creation service which cuts transaction document creation time down from minutes or hours to seconds.

Learn More
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.

Learn More