Connect myphoner and Simpro
Integrate myphoner with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Myphoner when New Company Customer in Simpro
Mark Lead as Winner in Myphoner when New Company Customer in Simpro
Mark Lead as Lost in Myphoner when New Company Customer in Simpro
Schedule Callback in Myphoner when New Company Customer in Simpro
Find or Create Lead in Myphoner when New Company Customer in Simpro
Popular myphoner + Simpro flows
Start from a real workflow other teams are already running.
Choose a trigger
myphoner
When this happens...
- Request a new Trigger for myphoner
Choose an action
Simpro
Automatically do this!
Create Contact
Create Company Customer
Create Individual Customer
Create Service Job
Find Job
Find Schedule
Find Quote
Find Company Customer
Create Schedule
Find Contact
Find Individual Customer
List Contact
List Customers
List Employees
List Sites
List Jobs
List All Quotes
List all Invoices
List All Customer Payments
List All Recurring Invoices
List All Customer Groups
List All Customer Profiles
List All Labor Rates
List All Schedule Rates
List All Service Fees
Create Lead in Myphoner when New Company Customer in Simpro
Use this flowMark Lead as Winner in Myphoner when New Company Customer in Simpro
Use this flowMark Lead as Lost in Myphoner when New Company Customer in Simpro
Use this flowSchedule Callback in Myphoner when New Company Customer in Simpro
Use this flowFind or Create Lead in Myphoner when New Company Customer in Simpro
Use this flowCreate Lead in Myphoner when Company Customer Updated in Simpro
Use this flowMark Lead as Winner in Myphoner when Company Customer Updated in Simpro
Use this flowMark Lead as Lost in Myphoner when Company Customer Updated in Simpro
Use this flowSchedule Callback in Myphoner when Company Customer Updated in Simpro
Use this flowFind or Create Lead in Myphoner when Company Customer Updated in Simpro
Use this flowSupported Triggers & Actions
Everything you can automate between myphoner and Simpro.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company Customer
Triggers when a new company customer is created
Company Customer Updated
Triggers when a new customer is updated
New Individual Customer
Triggers when a new individual customer is created
Individual Customer Updated
Triggers when a new individual customer is updated
New Job
Triggers when a new job is created
Job Updated
Triggers when a job is updated
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.
Create Contact
Creates a new contact
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 more
About Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your myphoner and Simpro accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between myphoner and Simpro as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Simpro. No coding required.
Yes. You can set up a workflow where myphoner triggers actions in Simpro, and a separate workflow where Simpro triggers actions in myphoner. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between myphoner and Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire myphoner and Simpro integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
