Connect myphoner and Copy.ai to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Completed Workflow Run

Completed Workflow Run

Triggers when a Workflow Run is completed.

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Do thisActions

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

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.

Find or Create Lead

Find or Create Lead

Searches a Myphoner list for a lead by full name and optionally creates the lead if none is found.

Get All Workflow Runs

Get All Workflow Runs

You can view the details of all workflow runs for a workflow.

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Frequently Asked Questions

How do I start an integration between myphoner and Copy.ai?

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

Can we customize how data from myphoner is recorded in Copy.ai?

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

How often does the data sync between myphoner and Copy.ai?

The data sync between myphoner and Copy.ai 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 myphoner to Copy.ai?

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 myphoner and Copy.ai?

Yes, you can set conditional logic to control the flow of data between myphoner and Copy.ai. 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.

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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Copy.ai

About Copy.ai

Copy.ai is an AI-powered tool designed to help users generate high-quality written content quickly and efficiently. It leverages advanced machine learning algorithms to assist with creating marketing copy, blog posts, social media content, and more, making it an essential tool for marketers, content creators, and businesses looking to streamline their content creation process.

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