Connect myphoner and Personio to Build Intelligent Automations

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myphoner

When this happens...

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Personio

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Person Created

Person Created

Triggers when Person created

Person Updated

Person Updated

Triggers when Person updated.

Person Deleted

Person Deleted

Triggers when Person deleted

Employment Created

Employment Created

Triggers when Employment created

Employment Updated

Employment Updated

Triggers when Employment updated.

Employment Deleted

Employment Deleted

Triggers when Employment deleted

Do thisActions

Action is the task that follows automatically within your myphoner integrations.

Create Lead

Create Lead

Create a new lead in the selected Myphoner list with contact and profile details.

Mark Lead as Winner

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 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

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

Find or Create Lead

Searches a Myphoner list for a lead by full name and optionally creates the lead if none is found.

Create Person

Create Person

Create a new Person.

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Frequently Asked Questions

How do I start an integration between myphoner and Personio?

To start, connect both your myphoner and Personio accounts to viaSocket. Once connected, you can set up a workflow where an event in myphoner triggers actions in Personio (or vice versa).

Can we customize how data from myphoner is recorded in Personio?

Absolutely. You can customize how myphoner data is recorded in Personio. This includes choosing which data fields go into which fields of Personio, setting up custom formats, and filtering out unwanted information.

How often does the data sync between myphoner and Personio?

The data sync between myphoner and Personio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from myphoner to Personio?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between myphoner and Personio?

Yes, you can set conditional logic to control the flow of data between myphoner and Personio. 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

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.

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Personio

About Personio

Personio is a comprehensive HR software solution designed to streamline and automate various human resources processes for small and medium-sized businesses. It offers features such as recruitment, employee onboarding, payroll management, and performance tracking, making it an essential tool for efficient HR management.

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