Connect Swiftype and myphoner
Integrate Swiftype with myphoner to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Swiftype + myphoner flows
Start from a real workflow other teams are already running.
Choose a trigger
Swiftype
When this happens...
New Document
Choose an action
myphoner
Automatically do this!
Create Lead
Mark Lead as Winner
Mark Lead as Lost
Schedule Callback
Find or Create Lead
Create Lead in Myphoner when New Document in Swiftype
Use this flowMark Lead as Winner in Myphoner when New Document in Swiftype
Use this flowMark Lead as Lost in Myphoner when New Document in Swiftype
Use this flowSchedule Callback in Myphoner when New Document in Swiftype
Use this flowFind or Create Lead in Myphoner when New Document in Swiftype
Use this flowSupported Triggers & Actions
Everything you can automate between Swiftype and myphoner.
When this happensTriggers
A trigger is an event that starts a workflow.
New Document
Triggered when a new document is added to the Swiftype index.
Do thisActions
Action is the task that follows automatically within your Swiftype integrations.
Create Document
Adds a new document to the Swiftype index.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn moreAbout 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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Swiftype and myphoner accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Swiftype and myphoner as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach myphoner. No coding required.
Yes. You can set up a workflow where Swiftype triggers actions in myphoner, and a separate workflow where myphoner triggers actions in Swiftype. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Swiftype and myphoner. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Swiftype and myphoner integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
