Connect Swiftype and myphoner to Build Intelligent Automations

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Swiftype

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Document

New Document

Triggered when a new document is added to the Swiftype index.

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Do thisActions

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

Create Document

Create Document

Adds a new document to the Swiftype index.

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.

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Frequently Asked Questions

How do I start an integration between Swiftype and myphoner?

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

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

Absolutely. You can customize how Swiftype 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 Swiftype and myphoner?

The data sync between Swiftype 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 Swiftype 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 Swiftype and myphoner?

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

Swiftype

About Swiftype

Swiftype is a powerful search platform that provides advanced search capabilities for websites and applications. It offers customizable search solutions that enhance user experience by delivering relevant search results quickly and efficiently.

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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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