--- title: "Connect EquipDash and Myphoner - APIANT.ai" description: "When \"Booking Status Changed\" fires in EquipDash, your agent runs \"Create Lead\" in Myphoner." canonical: "https://apiant.ai/connect/equipdash-to-myphoner" --- # Connect EquipDash and Myphoner When **Booking Status Changed** fires in [EquipDash](https://apiant.ai/connections/equipdash), your agent runs **Create Lead** in [Myphoner](https://apiant.ai/connections/myphoner), or **Lead updated (instant)** in Myphoner to **Add Note to Customer** in EquipDash. Describe the whole flow and it is built, tested on every scenario and kept running. EquipDash **18** triggers EquipDash **35** actions Myphoner **11** triggers Myphoner **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want EquipDash and Myphoner to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What EquipDash and Myphoner can do together ### From EquipDash to Myphoner - When **Booking Status Changed** in EquipDash then **Create Lead** in Myphoner - When **Booking Updated** in EquipDash then **Update Lead** in Myphoner ### From Myphoner to EquipDash - When **Lead updated (instant)** in Myphoner then **Add Note to Customer** in EquipDash - When **New call (instant)** in Myphoner then **Add Note to Booking** in EquipDash Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with EquipDash and Myphoner ## Triggers and actions 29 triggers · 49 actions - Trigger **Booking Cancelled** Triggers when a booking is cancelled. - Trigger **Booking Checked In** Triggers when a booking is checked in. - Trigger **Booking Picked Up** Triggers when a booking is picked up. - Trigger **Booking Returned** Triggers when a booking is returned. - Trigger **Booking Status Changed** Triggers when a booking status changes. - Trigger **Booking Updated** Triggers when a booking is updated. - Trigger **Customer Updated** Triggers when a customer is updated. - Trigger **Experience Created** Triggers when a new experience is created. - Trigger **Experience Schedule Created** Triggers when an experience schedule is created. - Trigger **Experience Updated** Triggers when an experience is updated. - Trigger **Inventory Added** Triggers when inventory is added to a product. - Trigger **Inventory Updated** Triggers when inventory is updated. - Trigger **New Customer** Triggers when a new customer is created. - Trigger **Payment Received** Triggers when a payment is received. - Trigger **Product Created** Triggers when a new product is created. - Trigger **Product Updated** Triggers when a product is updated. - Trigger **Promo Code Created** Triggers when a new promo code is created. - Trigger **Shift Created** Triggers when a new shift is created. - Action **Add Inventory to Product** Adds inventory to a product. - Action **Add Note to Booking** Adds a note to a booking. - Action **Add Note to Customer** Adds a note to a customer. - Action **Add Note to Workshop** Adds a note to a workshop item. - Action **Add Payment to Booking** Adds a payment to a booking. - Action **Add Pricing to Product** Adds a pricing tier to a product. - Action **Add Schedule to Experience** Adds a schedule slot to an experience. - Action **Add to Workshop** Adds an item to the workshop. - Action **Archive Experience** Archives an experience. - Action **Archive Product** Archives a product. - Action **Cancel Booking** Cancels a booking. - Action **Check Product Availability** Checks availability of a product for given dates. - Action **Create Booking** Creates a new booking. - Action **Create Customer** Creates a new customer. - Action **Create Experience** Creates a new experience. - Action **Create Experience Category** Creates a new experience category. - Action **Create Product** Creates a new product. - Action **Create Product Category** Creates a new product category. - Action **Create Promo Code** Creates a new promo code. - Action **Create Shift** Creates a new staff shift. - Action **Create Tag** Creates a new tag. - Action **Create Voucher** Creates a new voucher. - Action **Delete Customer** Deletes a customer. - Action **Find Customer** Finds a customer. - Action **Find Experience** Finds a experience. - Action **Find Product** Finds a product. - Action **Find Promo Code** Finds a promo code. - Action **Find Staff** Finds a staff. - Action **Find Voucher** Finds a voucher. - Action **Remove From Workshop** Removes an item from the workshop. - Action **Update Booking Status** Updates the status of a booking. - Action **Update Customer** Updates a customer. - Action **Update Experience** Updates an experience. - Action **Update Product** Updates a product. - Action **Update Tags on Booking** Updates the tags on a booking. Provide tag names — existing tags are matched, new tags are created automatically. - Trigger **Archived Lead** Triggers when a lead is archived (marked 'archive'). - Trigger **Call Back** Triggers when a lead is marked for 'call back'. - Trigger **Lead updated (instant)** Fires when a lead's information is updated by an agent (webhook event: lead_updated). - Trigger **Lost Lead** Triggers when a lead is lost (marked 'loser'). - Trigger **New call (instant)** Fires when a new call is conducted (webhook event: new_call). - Trigger **New call recording (instant)** Fires when a new call recording becomes available (webhook event: new_recording). - Trigger **New comment (instant)** Fires when a new comment is created for a lead (webhook event: new_comment). - Trigger **New lead (instant)** Fires when a new lead is created in Myphoner (webhook event: lead_created). - Trigger **New Winner** Triggers when a lead is won. - Trigger **Text message received (instant)** Fires when a text message is received from a lead (webhook event: inbound_text). - Trigger **Text message sent (instant)** Fires when a text message is sent to a lead (webhook event: text). - Action **Archive a lead** Archives a lead in Myphoner, optionally recording a comment and archive category, or scheduling the lead to come back for a call later. - Action **Create a list** Creates a new lead list in Myphoner, optionally defining its columns. - Action **Create Lead** Creates a lead in a Myphoner list. The lead's fields are the columns defined on the chosen list. - Action **Find Lead** Searches Myphoner for a lead matching your text and returns the first match, optionally limited to certain lists. - Action **Get a lead** Returns one Myphoner lead by its ID, including every column defined on the lead's list. - Action **Get a list** Returns one Myphoner list by its ID, with its name, lead count and the categories configured for each lead state. - Action **List leads** Returns a page of leads from a Myphoner list, newest-updated first when you ask for that order. - Action **List lists** Returns every lead list in the Myphoner account, with each list's name, ID and lead count. - Action **Mark Lead as Loser** Marks a Myphoner lead as lost, optionally recording a comment and loser category or scheduling it to come back for a call later. - Action **Mark Lead as Winner** Marks a Myphoner lead as won, optionally recording a comment and winner category or scheduling it to come back for a call later. - Action **Mark Lead for Call Back** Schedules a Myphoner lead for a call back, optionally recording a comment and category and setting when the lead should come back. - Action **Move a lead to another list** Moves a Myphoner lead into a different list, optionally releasing it back to the calling queue. - Action **Search for Lead** Searches Myphoner leads for your text and returns every match, optionally limited to certain lists. - Action **Update Lead** Updates a lead in Myphoner. Only the fields you fill in are changed; the lead's fields are the columns defined on its list. ## Each app on its own - [ **EquipDash** EquipDash is a AI-powered equipment rental and tour booking software built for outdoor recreation operators.](https://apiant.ai/connections/equipdash) - [ **Myphoner** Myphoner is a cold calling tool used for lead management and lead tracking, with the focus of creating a...](https://apiant.ai/connections/myphoner) Reviews ## What our customers say ## More from EquipDash - [ **EquipDash to Dashly** Dashly turns visitors into customers with data-driven conversation and marketing.](https://apiant.ai/connect/equipdash-to-dashly) - [ **EquipDash to Knock** Notification infrastructure API for sending multi-channel messages: email, SMS, push, in-app, and chat...](https://apiant.ai/connect/equipdash-to-knock) - [ **EquipDash to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/equipdash-to-hubspot) - [ **EquipDash to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/equipdash-to-salesforce) - [ **EquipDash to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/equipdash-to-slack) - [ **EquipDash to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/equipdash-to-google-sheets) ## More into Myphoner - [ **Attio to Myphoner** Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.](https://apiant.ai/connect/attio-to-myphoner) - [ **HubSpot to Myphoner** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-myphoner) - [ **Gmail to Myphoner** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-myphoner) - [ **Google Calendar to Myphoner** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-myphoner) - [ **Google Drive to Myphoner** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-myphoner) - [ **Mailchimp to Myphoner** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-myphoner) Questions ## EquipDash and Myphoner, answered ### ### What can start an automation from EquipDash? Any of EquipDash's 18 triggers in the catalog, including Booking Status Changed, Booking Updated, Customer Updated and Experience Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Myphoner when something happens in EquipDash? Any of Myphoner's 14 actions, including Create a list, Create Lead, Update Lead and Find Lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Myphoner to EquipDash? Yes. When something happens in Myphoner, your agent can act in EquipDash too. This page covers both directions: Myphoner's triggers and EquipDash's actions are listed here as well. ### ### Do I have to build a connector for EquipDash or Myphoner? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use EquipDash and Myphoner without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.