Connect myphoner and Plane.so to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for myphoner
Choose an Action
Automatically do this!
Add a Project
Fetch all projects
Get Project Details
Update project details
Create an Issue
Retrieve Project Issues
Get a issue details
Delete an issue
Ready to use myphoner and Plane.so automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Issue Created
This trigger returns details of any issues that have been created in the specified project within the last 15 minutes.
Issue Updated
Triggers when a issue is modify.
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.
Add a Project
Add project in a workspace.
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Frequently Asked Questions
To start, connect both your myphoner and Plane.so accounts to viaSocket. Once connected, you can set up a workflow where an event in myphoner triggers actions in Plane.so (or vice versa).
Absolutely. You can customize how myphoner data is recorded in Plane.so. This includes choosing which data fields go into which fields of Plane.so, setting up custom formats, and filtering out unwanted information.
The data sync between myphoner and Plane.so 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 Plane.so. 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 Plane.so
Plane.so is a platform designed to streamline project management and collaboration. It offers tools for task tracking, team communication, and project planning, making it easier for teams to stay organized and productive.
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