Connect PostgreSQL and myphoner to Build Intelligent Automations
Choose a Trigger
When this happens...
Postgresql (mutiple table)
Choose an Action
Automatically do this!
Create Lead
Mark Lead as Winner
Mark Lead as Lost
Schedule Callback
Find or Create Lead
Ready to use PostgreSQL and myphoner automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Postgresql (mutiple table)
Get all the data, which was updated in last 15 min, from all the table provided.
Do thisActions
Action is the task that follows automatically within your PostgreSQL integrations.
Execute a Query (advanced)
You can select, create, update or delete row(s) of table via custom SQL query.
Insert row
Adds a new row into the table.
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.
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Frequently Asked Questions
To start, connect both your PostgreSQL and myphoner accounts to viaSocket. Once connected, you can set up a workflow where an event in PostgreSQL triggers actions in myphoner (or vice versa).
Absolutely. You can customize how PostgreSQL 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.
The data sync between PostgreSQL and myphoner 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 PostgreSQL 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.
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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