Integration
Connect Myphoner and Salesforce
When Lead updated (instant) fires in Myphoner, your agent runs Create object record in Salesforce, or New object record in Salesforce to Create Lead in Myphoner. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Myphoner and Salesforce to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Myphoner and Salesforce can do together
From Myphoner to Salesforce
When Lead updated (instant) in Myphoner
then Create object record in Salesforce
From Salesforce to Myphoner
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 Salesforce
Triggers and actions 13 triggers · 23 actions
- Archived Lead
Triggers when a lead is archived (marked 'archive').
- Call Back
Triggers when a lead is marked for 'call back'.
- Lead updated (instant)
Fires when a lead's information is updated by an agent (webhook event: lead_updated).
- Lost Lead
Triggers when a lead is lost (marked 'loser').
- New call (instant)
Fires when a new call is conducted (webhook event: new_call).
- New call recording (instant)
Fires when a new call recording becomes available (webhook event: new_recording).
- New comment (instant)
Fires when a new comment is created for a lead (webhook event: new_comment).
- New lead (instant)
Fires when a new lead is created in Myphoner (webhook event: lead_created).
- New Winner
Triggers when a lead is won.
- Text message received (instant)
Fires when a text message is received from a lead (webhook event: inbound_text).
- Text message sent (instant)
Fires when a text message is sent to a lead (webhook event: text).
- 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.
- Create a list
Creates a new lead list in Myphoner, optionally defining its columns.
- Create Lead
Creates a lead in a Myphoner list. The lead's fields are the columns defined on the chosen list.
- Find Lead
Searches Myphoner for a lead matching your text and returns the first match, optionally limited to certain lists.
- Get a lead
Returns one Myphoner lead by its ID, including every column defined on the lead's list.
- Get a list
Returns one Myphoner list by its ID, with its name, lead count and the categories configured for each lead state.
- List leads
Returns a page of leads from a Myphoner list, newest-updated first when you ask for that order.
- List lists
Returns every lead list in the Myphoner account, with each list's name, ID and lead count.
- 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.
- 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.
- 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.
- Move a lead to another list
Moves a Myphoner lead into a different list, optionally releasing it back to the calling queue.
- Search for Lead
Searches Myphoner leads for your text and returns every match, optionally limited to certain lists.
- 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.
- New object record
Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
- New or updated object record
Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
- Create object record
Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.
- Delete object record
Deletes an existing SObject record by object type and record ID.
- Describe object
Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
- Find most recent created or updated record
Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
- Find object records
Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
- Get object record
Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
- List objects
Lists all available SObject types (standard and custom) on the org.
- SOQL query
Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
- Update object record
Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Myphoner
Myphoner to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Myphoner to Google SheetsGoogle Sheets
Myphoner to StripeStripe is a payment processing platform for online businesses.
Myphoner to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Myphoner to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Myphoner to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Salesforce
HubSpot to SalesforceHubSpot is your all-in-one stop for all of your marketing software needs.
Google Calendar to SalesforceGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SalesforceGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to SalesforceMailchimp marketing automation and email platform.
Questions
Myphoner and Salesforce, 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 Salesforce when something happens in Myphoner?
Any of Salesforce's 9 actions, including Create object record, Find most recent created or updated record, Update object record and Describe object. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesforce to Myphoner?
Yes. When something happens in Salesforce, your agent can act in Myphoner too. This page covers both directions: Salesforce's triggers and Myphoner's actions are listed here as well.
Do I have to build a connector for Myphoner or Salesforce?
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 Salesforce 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.