--- title: "Connect Myphoner to Azure Form Recognizer - APIANT.ai" description: "When \"Lead updated (instant)\" fires in Myphoner, your agent runs \"Analyze Invoice\" in Azure Form Recognizer." canonical: "https://apiant.ai/connect/myphoner-to-azure-form-recognizer" --- # Connect Myphoner to Azure Form Recognizer When **Lead updated (instant)** fires in [Myphoner](https://apiant.ai/connections/myphoner), your agent runs **Analyze Invoice** in [Azure Form Recognizer](https://apiant.ai/connections/azure-form-recognizer). Describe the whole flow and it is built, tested on every scenario and kept running. Myphoner **11** triggers Myphoner **14** actions Azure Form Recognizer **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Myphoner and Azure Form Recognizer 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 Myphoner can start in Azure Form Recognizer - When **Lead updated (instant)** in Myphoner then **Analyze Invoice** in Azure Form Recognizer - When **New call (instant)** in Myphoner then **Analyze Document** in Azure Form Recognizer 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 Myphoner and Azure Form Recognizer ## Triggers and actions 11 triggers · 20 actions - 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. - Action **Analyze Document** Analyzes a document with a prebuilt or custom model (layout, invoice, receipt, ID, tax form and more) and returns its text, fields, tables and key-value pairs. - Action **Analyze Invoice** Extracts the key details of an invoice: vendor, customer, invoice number, dates, totals, tax and line items. - Action **Analyze Receipt** Extracts the key details of a sales receipt: merchant, date and time, subtotal, tax, tip, total and line items. - Action **Extract Document Layout** Extracts the text, tables, paragraphs and structure of a document, optionally as Markdown. - Action **Get Document Model** Returns a document model's details, including the document types it recognizes and the fields each one extracts. - Action **List Document Models** Returns the prebuilt and custom document models available in your resource. ## Each app on its own - [ **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) - [ **Azure Form Recognizer** AI service that extracts text, tables, and key-value data from scanned documents, forms, and invoices via...](https://apiant.ai/connections/azure-form-recognizer) Reviews ## What our customers say ## More from Myphoner - [ **Myphoner to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/myphoner-to-salesforce) - [ **Myphoner to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/myphoner-to-slack) - [ **Myphoner to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/myphoner-to-google-sheets) - [ **Myphoner to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/myphoner-to-stripe) - [ **Myphoner to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/myphoner-to-shopify) - [ **Myphoner to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/myphoner-to-quickbooks-online) ## More into Azure Form Recognizer - [ **HubSpot to Azure Form Recognizer** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-azure-form-recognizer) - [ **Salesforce to Azure Form Recognizer** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-azure-form-recognizer) - [ **Slack to Azure Form Recognizer** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-azure-form-recognizer) - [ **Google Sheets to Azure Form Recognizer** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-azure-form-recognizer) - [ **Gmail to Azure Form Recognizer** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-azure-form-recognizer) - [ **Google Calendar to Azure Form Recognizer** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-azure-form-recognizer) Questions ## Myphoner and Azure Form Recognizer, answered ### ### What can start an automation from Myphoner? Any of Myphoner's 11 triggers in the catalog, including Lead updated (instant), New call (instant), New call recording (instant) and New comment (instant). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Azure Form Recognizer when something happens in Myphoner? Any of Azure Form Recognizer's 6 actions, including Analyze Document, Analyze Invoice, Analyze Receipt and Extract Document Layout. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Azure Form Recognizer to Myphoner? Azure Form Recognizer has no triggers in the catalog today, so automations start in Myphoner. If you need the other direction, ask: your agent reads Azure Form Recognizer's API documentation and adds it. ### ### Do I have to build a connector for Myphoner or Azure Form Recognizer? 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 Myphoner and Azure Form Recognizer 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.