
When this happens...

Automatically do this!
Create a Note
Create Feature
List All Notes
List All Companies
List All Features
List All Components
List All Products
List all Feature Statuses
List All Custom Fields
List All Custom Fields's Values
List All Release Groups
List All Releases
List All Objectives
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new note or piece of feedback is created in Productboard.
Triggers when a new feature/sub-feature 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.

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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 Productboard accounts to viaSocket. Once connected, you can set up a workflow where an event in myphoner triggers actions in Productboard (or vice versa).
Absolutely. You can customize how myphoner data is recorded in Productboard. This includes choosing which data fields go into which fields of Productboard, setting up custom formats, and filtering out unwanted information.
The data sync between myphoner and Productboard 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 Productboard. 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 MoreProductboard is a product management system that helps teams get the right products to market faster. It provides tools for gathering user feedback, prioritizing features, and aligning everyone on the roadmap.
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