Connect Plotly and myphoner to Build Intelligent Automations

Choose a Trigger

Plotly

When this happens...

Choose an Action

myphoner

Automatically do this!

Enable Integrations or automations with these events of Plotly and myphoner

Enable Integrations or automations with these events of Plotly and myphoner

Actions

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.

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Frequently Asked Questions

How do I start an integration between Plotly and myphoner?

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

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

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

How often does the data sync between Plotly and myphoner?

The data sync between Plotly and myphoner 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 Plotly to myphoner?

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 Plotly and myphoner?

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

Plotly

About Plotly

Plotly is a leading data visualization platform that allows users to create interactive and visually appealing graphs and charts. It is widely used for data analysis and presentation, offering tools for both beginners and advanced users to transform data into insightful visual stories.

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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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