
When this happens...

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Create Lead
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new lead is created.
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 lead in odoo crm.

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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 Odoo accounts to viaSocket. Once connected, you can set up a workflow where an event in myphoner triggers actions in Odoo (or vice versa).
Absolutely. You can customize how myphoner data is recorded in Odoo. This includes choosing which data fields go into which fields of Odoo, setting up custom formats, and filtering out unwanted information.
The data sync between myphoner and Odoo 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 Odoo. 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 MoreOdoo is a comprehensive suite of open-source business applications that covers all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, and more. It is designed to streamline business processes and improve productivity by providing a fully integrated and customizable platform.
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