Connect WPForms and myphoner to Build Intelligent Automations

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WPForms

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Form Entry

New Form Entry

Triggers on a new form entry.

Request a new Trigger for WPForms

Do thisActions

Action is the task that follows automatically within your WPForms 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.

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Frequently Asked Questions

How do I start an integration between WPForms and myphoner?

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

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

Absolutely. You can customize how WPForms 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 WPForms and myphoner?

The data sync between WPForms 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 WPForms 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 WPForms and myphoner?

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

WPForms

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.

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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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