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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Job
Triggers when new job is created.
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.
Import Job
Import a job.
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Frequently Asked Questions
To start, connect both your myphoner and CARTO accounts to viaSocket. Once connected, you can set up a workflow where an event in myphoner triggers actions in CARTO (or vice versa).
Absolutely. You can customize how myphoner data is recorded in CARTO. This includes choosing which data fields go into which fields of CARTO, setting up custom formats, and filtering out unwanted information.
The data sync between myphoner and CARTO typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between myphoner and CARTO. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout CARTO
CARTO is a powerful platform for location intelligence and spatial data analysis. It enables users to visualize, analyze, and gain insights from geospatial data, making it an essential tool for businesses and organizations looking to leverage location-based data for decision-making and strategic planning.
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