Connect myphoner and Teamgate
Integrate myphoner with Teamgate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Myphoner when New Company Created in Teamgate
Mark Lead as Winner in Myphoner when New Company Created in Teamgate
Mark Lead as Lost in Myphoner when New Company Created in Teamgate
Schedule Callback in Myphoner when New Company Created in Teamgate
Find or Create Lead in Myphoner when New Company Created in Teamgate
Popular myphoner + Teamgate 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
Teamgate
Automatically do this!
List All Companies
List Deals
List Lead Collection
List People Collection
List Products Collection
List Emails Collection
Create Product
Create Activity
Create or Update Company
Create or Update Deal
Create Or Update Lead
Create or Update Person
Update Product
Find Company
Find Deal
Find Lead
Find Person
Find Product
Create Lead in Myphoner when New Company Created in Teamgate
Use this flowMark Lead as Winner in Myphoner when New Company Created in Teamgate
Use this flowMark Lead as Lost in Myphoner when New Company Created in Teamgate
Use this flowSchedule Callback in Myphoner when New Company Created in Teamgate
Use this flowFind or Create Lead in Myphoner when New Company Created in Teamgate
Use this flowCreate Lead in Myphoner when New Lead Created in Teamgate
Use this flowMark Lead as Winner in Myphoner when New Lead Created in Teamgate
Use this flowMark Lead as Lost in Myphoner when New Lead Created in Teamgate
Use this flowSchedule Callback in Myphoner when New Lead Created in Teamgate
Use this flowFind or Create Lead in Myphoner when New Lead Created in Teamgate
Use this flowSupported Triggers & Actions
Everything you can automate between myphoner and Teamgate.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company Created
Runs when a new company is created in Teamgate.
New Lead Created
Runs when a new lead is created in Teamgate.
New Deal Created
Runs when a new deal is created in Teamgate.
New Product Created
Runs when a new product is created in Teamgate.
New Person Created
Runs when a new person is created in Teamgate.
Activity Status Changed
Triggers when an activity status is changed.
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.
List All Companies
Retrieves the list of all company
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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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 Teamgate
Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your myphoner and Teamgate 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 Teamgate 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 Teamgate. No coding required.
Yes. You can set up a workflow where myphoner triggers actions in Teamgate, and a separate workflow where Teamgate 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 Teamgate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire myphoner and Teamgate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
