Connect Myphoner and Zoho Books

Both apps 49Myphoner 25Zoho Books 24

• 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.

• Trigger
  New bill

  Triggered when a new bill is created

• Trigger
  New Customer

  Triggers when a new customer is created.

• Trigger
  New Estimate

  Triggers when a new estimate is created.

• Trigger
  New Expense

  Triggers when an expense is created.

• Trigger
  New Item

  Triggers when a new item is created.

• Trigger
  New Sales Invoice

  Triggers when a new sales invoice is created.

• Action
  Add bill

  Creates a bill received from a vendor in Zoho Books.

• Action
  Add customer payment

  Record a customer payment.

• Action
  Add expense

  Create an expense.

• Action
  Create Customer

  Creates a new customer contact in a Zoho Books organization.

• Action
  Create Estimate

  Creates a new estimate.

• Action
  Create Item

  Creates a new item.

• Action
  Create Sales Invoice

  Creates a new sales invoice.

• Action
  Find customers by criteria

  Returns the customers in a Zoho Books organization that match the specified criteria (name, company, contact person, address, email, phone, status or free text).

• Action
  Find Invoice

  Returns up to 200 invoices that match the specified criteria, such as invoice number, customer, status or date range.

• Action
  Get Bill

  Returns one vendor bill from Zoho Books, including its number, vendor, status and total.

• Action
  Get customer

  Get a contact by id.

• Action
  Get Estimate

  Returns one estimate (quote) from Zoho Books, including its number, customer, status and total.

• Action
  Get Expense

  Returns one expense recorded in Zoho Books, including its amount, date and accounts.

• Action
  Get Item

  Returns one item from your Zoho Books item list, including its name, rate and description.

• Action
  Get sales invoice

  Retrieves the details of an existing invoice in Zoho Books.

• Action
  Update customer

  Updates an existing customer in Zoho Books. Only the fields you fill in are changed.

• Action
  Update item

  Update an item.

• Action
  Update sales invoice

  Updates an existing sales invoice in Zoho Books. The line items you send replace the invoice's line items.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.