
When this happens...

Automatically do this!
List all Contacts
Create contact
Send an SMS
When this happensTriggers
A trigger is an event that starts a workflow.
Start a workflow for each contact added to your Routee account.
Action is the task that follows automatically within your myphoner integrations.
Create a new lead in the selected Myphoner list with contact and profile details.
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 a Myphoner lead as lost and optionally add a comment, schedule a callback, set a callback delay, or assign a category.
Mark a Myphoner lead for a callback — set a delay or exact date/time and add an optional comment and category.
Searches a Myphoner list for a lead by full name and optionally creates the lead if none is found.
Retrieve all the contacts of the account.
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To start, connect both your myphoner and Routee accounts to viaSocket. Once connected, you can set up a workflow where an event in myphoner triggers actions in Routee (or vice versa).
Absolutely. You can customize how myphoner data is recorded in Routee. This includes choosing which data fields go into which fields of Routee, setting up custom formats, and filtering out unwanted information.
The data sync between myphoner and Routee 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 Routee. 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 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 MoreRoutee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.
Learn More