Integrate Myphoner with IT Portal
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Supported triggers and actions
Integrate Myphoner and IT Portal 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
Company created or updated
Triggers when a company is created or if the details of an existing company are updated
Knowledge base article created or updated
Triggers when a knowledge base article is created or if the details of an existing knowledge base article are updated
Configuration created or updated
Triggers when a configuration is created or if the details of an existing configuration are updated
Site created or updated
Triggers when a site is created or if the details of an existing site are updated
Device created or updated
Triggers when a device is created or if the details of an existing device are updated
Contact created or updated
Triggers when a contact is created or if the details of an existing contact are updated
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 contact
Creates a new contact
Create company
Creates a new company
Create knowledge base article
Creates a new knowledge base article
Add address
Adds a new address
Create site
Creates a new site
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Update address
Updates the details of an existing address
Fetch company
Fetches the details of an existing company
Fetch knowledge base article
Fetches the details of an existing knowledge base article
Fetch device
Fetches the details of an existing device
Fetch site
Fetches the details of an existing site
Fetch configuration
Fetches the details of an existing configuration
Fetch contact
Fetches the details of an existing contact
What is Myphoner?
Myphoner is cold call tracking software with lead tracking, flexible sales pipeline, and customizable reports.
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What is IT Portal?
IT Portal is a cloud and on-premises offering for IT documentation and MSP documentation. It securely centralizes documents, licenses, logins, contacts, apps, and devices.
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