Connect myphoner and ClickUp
Integrate myphoner with ClickUp to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Myphoner when When a new task is created in ClickUp
Mark Lead as Winner in Myphoner when When a new task is created in ClickUp
Mark Lead as Lost in Myphoner when When a new task is created in ClickUp
Schedule Callback in Myphoner when When a new task is created in ClickUp
Find or Create Lead in Myphoner when When a new task is created in ClickUp
Popular myphoner + ClickUp flows
Start from a real workflow other teams are already running.
Choose a trigger
myphoner
When this happens...
- Request a new Trigger for myphoner
Choose an action
ClickUp
Automatically do this!
Find Lists in Space
List Workspaces
List Spaces
List Tasks
List Folders
Create Task
Get User Profile
Create List
Update Task
Update a List
Add Checklist and Items to a Task
Get Task
Add Time Entry
Archive or Permanently Delete Task
Update Custom Field Value
Find Custom Fields
Add Comment to Task
Create Subtask
Create Lead in Myphoner when When a new task is created in ClickUp
Use this flowMark Lead as Winner in Myphoner when When a new task is created in ClickUp
Use this flowMark Lead as Lost in Myphoner when When a new task is created in ClickUp
Use this flowSchedule Callback in Myphoner when When a new task is created in ClickUp
Use this flowFind or Create Lead in Myphoner when When a new task is created in ClickUp
Use this flowCreate Lead in Myphoner when When a task is updated in ClickUp
Use this flowMark Lead as Winner in Myphoner when When a task is updated in ClickUp
Use this flowMark Lead as Lost in Myphoner when When a task is updated in ClickUp
Use this flowSchedule Callback in Myphoner when When a task is updated in ClickUp
Use this flowFind or Create Lead in Myphoner when When a task is updated in ClickUp
Use this flowSupported Triggers & Actions
Everything you can automate between myphoner and ClickUp.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new task is created
Runs the workflow automatically whenever a new task is created.
When a task is updated
Runs the workflow automatically whenever any task is updated.
Do thisActions
Action is the task that follows automatically within your myphoner integrations.
Create Lead
Create a new lead in the selected Myphoner list with contact and profile details.
Mark Lead as Winner
Mark a selected Myphoner lead as a winner. Optionally add an internal comment, assign a category, schedule a callback, or set a follow-up date.
Mark Lead as Lost
Mark a Myphoner lead as lost and optionally add a comment, schedule a callback, set a callback delay, or assign a category.
Schedule Callback
Mark a Myphoner lead for a callback — set a delay or exact date/time and add an optional comment and category.
Find or Create Lead
Searches a Myphoner list for a lead by full name and optionally creates the lead if none is found.
Find Lists in Space
Retrieve all lists in a space, including lists inside folders and those without a folder.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About myphoner
Myphoner is a cold calling tool used for lead management and lead tracking, with the focus of creating a superior workflow for the sales agent.
Learn more
About ClickUp
Plan, track, and manage any type of work with project management that flexes to your team's needs.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your myphoner and ClickUp accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between myphoner and ClickUp as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ClickUp. No coding required.
Yes. You can set up a workflow where myphoner triggers actions in ClickUp, and a separate workflow where ClickUp triggers actions in myphoner. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between myphoner and ClickUp. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire myphoner and ClickUp integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.