
When this happens...

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Create an Item
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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve items from the selected Nuclino workspace that were created or modified since the last check.
Retrieve items created in the selected workspace within the specified recent time window.
Action is the task that follows automatically within your myphoner integrations.
Create a new lead in the selected Myphoner list with contact and profile details.
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 a Myphoner lead as lost and optionally add a comment, schedule a callback, set a callback delay, or assign a category.
Mark a Myphoner lead for a callback — set a delay or exact date/time and add an optional comment and category.
Searches a Myphoner list for a lead by full name and optionally creates the lead if none is found.
Create a new item or collection in a Nuclino workspace. Optionally provide a title and content; returns the created object's details and URL.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your myphoner and Nuclino accounts to viaSocket. Once connected, you can set up a workflow where an event in myphoner triggers actions in Nuclino (or vice versa).
Absolutely. You can customize how myphoner data is recorded in Nuclino. This includes choosing which data fields go into which fields of Nuclino, setting up custom formats, and filtering out unwanted information.
The data sync between myphoner and Nuclino 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 Nuclino. 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.
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 MoreNuclino is a collaborative platform designed to help teams organize and share knowledge efficiently. It offers a seamless way to create, manage, and collaborate on documents and projects in real-time, enhancing team productivity and communication.
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