Myphoner, Clientjoy Integrations

Clientjoy
Myphoner
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Triggers

Myphoner

Watch Archived Lead INSTANT

Watches for a new archived lead.

Myphoner

Watch Call Back Lead INSTANT

Watches for a new call back lead.

Myphoner

Watch Lost Lead INSTANT

Watches for a lost lead.

Myphoner

Watch Winner Lead INSTANT

Watches for a new winner lead.

Clientjoy

Watch Customers INSTANT

Triggers when a new customer is created.

Clientjoy

Watch Invoices INSTANT

Triggers when a new invoice is created.

Clientjoy

Watch Leads INSTANT

Triggers when a new lead created.

Clientjoy

Watch Proposals INSTANT

Triggers when a new proposal is created.

Clientjoy

Watch Updated Customers INSTANT

Triggers when a customer is updated.

Clientjoy

Watch Updated Leads INSTANT

Triggers when a lead is updated.

Actions

Myphoner

Archive a Lead

Archives an existing lead.

Myphoner

Create a List

Creates a new list.

Myphoner

Create a New Lead

Creates a new lead.

Myphoner

Delegate / Claim a Lead

Delegates or claims an exisitng lead to another user.

Myphoner

Get a Lead

Retrieves an existing lead.

Myphoner

Get a List

Retrieves an existing list.

Myphoner

Make an API Call

Performs an arbitrary authorized API Call.

Myphoner

Mark a Lead as a Loser

Marks an existing lead as a loser.

Myphoner

Mark a Lead as a Winner

Marks an existing lead as a winner.

Myphoner

Mark a Lead for a Call Back

Marks a lead for a Call Back.

Myphoner

Migrate / Move a Lead

Mirgrates / moves a lead between lists.

Myphoner

Update a Lead

Updates an existing lead.

Clientjoy

Create a Customer

Creates a new customer.

Clientjoy

Create a Lead

Creates a new lead.

Clientjoy

Create an Invoice

Creates a new invoice.

Clientjoy

Create a Proposal

Creates a new proposal.

Clientjoy

Make an API Call

Performs an arbitrary authorized API call.

Clientjoy

Update a Customer

Updates an existing customer.

Clientjoy

Update a Lead

Updates an existing lead.

Searches

Myphoner

Find Leads by Fields

Find leads by one or more fields.

Myphoner

Search Leads by a Query

Searches for leads by a query.

Myphoner

Search Lists

Retrieves all existing lists on the current account.

Myphoner

View Leads in a List

Retrieves leads from an existing list.

Clientjoy

Find a Customer

Finds a customer.

Clientjoy

Find a Lead

Finds a lead.

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