
When this happens...

Automatically do this!
Create an Order History Item
Create Shipment
Create Order
Create Order Item
Create an Inventory Item
Update Single Inventory Item
Update Order Item
Update an Order
Delete Inventory Item
Delete a Shipment
Delete an Order
Delete an Order Item
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new order is created in OrderDesk.
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 an history item in order on orderdeck

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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 Order Desk accounts to viaSocket. Once connected, you can set up a workflow where an event in myphoner triggers actions in Order Desk (or vice versa).
Absolutely. You can customize how myphoner data is recorded in Order Desk. This includes choosing which data fields go into which fields of Order Desk, setting up custom formats, and filtering out unwanted information.
The data sync between myphoner and Order Desk 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 Order Desk. 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 MoreOrder Desk is a powerful order management system designed to streamline your e-commerce operations. It allows you to manage, process, and fulfill orders from multiple sales channels in one centralized platform.
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