Integrate Myphoner with Dwolla
Send information between Myphoner and Dwolla automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Myphoner and Dwolla using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New call back
Triggers when a lead is marked for call back
Archived lead
Triggers when a lead is archived
Lead lost
Triggers when a lead is marked as loser
Lead won
Triggers when a lead is marked as winner
Customer created
Triggers when a new customer is created
Document created
Triggers when a new document is created for a user
Funding source created
Triggers when a new funding source is created for the selected customer
Transfer created
Triggers when a new transfer is created for the selected customer
Beneficial owner created
Triggers when a new beneficial owner is created for the selected customer
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Update lead
Updates the details of an existing lead
Mark lead as winner
Marks the specified lead as winner
Mark lead as loser
Marks the specified lead as loser
Mark lead for call back
Marks the specified lead for a call back
Create funding source
Adds a bank or credit union account to a customer
Create customer
Creates a new customer
What is Myphoner?
Myphoner is cold call tracking software with lead tracking, flexible sales pipeline, and customizable reports.
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What is Dwolla?
Dwolla is a United States-only e-commerce company that provides online payment system and mobile payments network.
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