Connect myphoner and DocsBot to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for myphoner
Choose an Action
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Create Web Source
Enable Integrations or automations with these events of myphoner and DocsBot
Enable Integrations or automations with these events of myphoner and DocsBot
Actions
Create Lead
Create a new lead in the selected Myphoner list with contact and profile details.
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 a Myphoner lead as lost and optionally add a comment, schedule a callback, set a callback delay, or assign a category.
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
Searches a Myphoner list for a lead by full name and optionally creates the lead if none is found.
Ask Question
Ask a new question to your DocsBot and get an answer.
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Frequently Asked Questions
To start, connect both your myphoner and DocsBot accounts to viaSocket. Once connected, you can set up a workflow where an event in myphoner triggers actions in DocsBot (or vice versa).
Absolutely. You can customize how myphoner data is recorded in DocsBot. This includes choosing which data fields go into which fields of DocsBot, setting up custom formats, and filtering out unwanted information.
The data sync between myphoner and DocsBot typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between myphoner and DocsBot. 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.
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 MoreAbout DocsBot
DocsBot AI is an advanced AI-powered tool designed to assist users in managing, generating, and analyzing documents efficiently. It leverages artificial intelligence to automate document-related tasks, making it easier for businesses and individuals to handle large volumes of documents with accuracy and speed.
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