Integrate Myphoner with Forecast
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Supported triggers and actions
Integrate Myphoner and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Archived lead
Triggers when a lead is archived
New call back
Triggers when a lead is marked for call back
Lead won
Triggers when a lead is marked as winner
Lead lost
Triggers when a lead is marked as loser
New milestone
Triggers when a new milestone is created in the selected project
New sprint
Triggers when a new sprint is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
New person
Triggers when a new person is added
New project
Triggers when a new project is created
New subtask
Triggers when a new subtask is created in the selected project
New task
Triggers when a new card is created in the selected project
New client
Triggers when a new client is created
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Mark lead as winner
Marks the specified lead as winner
Update lead
Updates the details of an existing lead
Mark lead for call back
Marks the specified lead for a call back
Mark lead as loser
Marks the specified lead as loser
Create milestone
Creates a new milestone in the selected project
Create sprint
Creates a new sprint in the selected project
Create client
Creates a new client
Add person
Adds a new person
Create label
Creates a new label
Create task
Creates a new task
Create time registration
Creates a new time registration
Create project
Creates a new project
Create subtask
Creates a new sub task/to-do
Fetch label
Fetches an existing label by name
What is Myphoner?
Myphoner is cold call tracking software with lead tracking, flexible sales pipeline, and customizable reports.
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What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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