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Triggers and actions 17 triggers · 24 actions
Trigger
Archived LeadTriggers when a lead is archived (marked 'archive').
Trigger
Call BackTriggers 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 LeadTriggers 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 WinnerTriggers 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 leadArchives 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 listCreates a new lead list in Myphoner, optionally defining its columns.
Action
Create LeadCreates a lead in a Myphoner list. The lead's fields are the columns defined on the chosen list.
Action
Find LeadSearches Myphoner for a lead matching your text and returns the first match, optionally limited to certain lists.
Action
Get a leadReturns one Myphoner lead by its ID, including every column defined on the lead's list.
Action
Get a listReturns one Myphoner list by its ID, with its name, lead count and the categories configured for each lead state.
Action
List leadsReturns a page of leads from a Myphoner list, newest-updated first when you ask for that order.
Action
List listsReturns every lead list in the Myphoner account, with each list's name, ID and lead count.
Action
Mark Lead as LoserMarks 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 WinnerMarks 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 BackSchedules 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 listMoves a Myphoner lead into a different list, optionally releasing it back to the calling queue.
Action
Search for LeadSearches Myphoner leads for your text and returns every match, optionally limited to certain lists.
Action
Update LeadUpdates a lead in Myphoner. Only the fields you fill in are changed; the lead's fields are the columns defined on its list.
Trigger
New Document Export FailedTriggered when Parseur fails to export a document to its destination.
Trigger
New Document Not ProcessedTriggered when Parseur receives a document it cannot extract data from, so you can follow it up.
Trigger
New Document ProcessedTriggered when Parseur finishes extracting data from a document, with the extracted fields.
Trigger
New Document Processed (With List Items)Triggered when Parseur finishes extracting data from a document, including any table or list fields it found (line items, rows).
Trigger
New MailboxTriggers when a new mailbox is created in your Parseur account. Returns the mailbox's name, email prefix, AI engine and document counts.
Trigger
New Table Field ProcessedTriggers once for every row of a table or list field when Parseur finishes processing a document. Returns the row's values along with the document and mailbox it came from.
Action
Create DocumentSends text or HTML content to a Parseur mailbox as a new document, so Parseur can extract its data. Returns the new document's ID.
Action
Create Document From FileUploads a file (PDF, DOCX, image and so on) to a Parseur mailbox as a new document, so Parseur can extract its data. Returns the new document's ID.
Action
Delete DocumentDeletes a document from Parseur by its ID.
Action
Delete MailboxDeletes a Parseur mailbox and everything in it. This cannot be undone.
Action
Get DocumentReturns one document from Parseur by its ID, including its processing status and the data Parseur extracted from it.
Action
Get MailboxReturns one Parseur mailbox by its ID, with its email address, document counts and settings.
Action
List DocumentsReturns the documents in Parseur, optionally narrowed to one mailbox or one processing status.
Action
List MailboxesReturns the mailboxes in your Parseur account, with the email address to send documents to and how many documents each holds.
Action
Reprocess DocumentSends an existing document back through parsing, for example after you update its template. Returns the document's ID, name and processing status.
Action
Update MailboxUpdates a Parseur mailbox's settings. Only the values you supply are changed — anything you leave blank keeps its current setting.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.