Integrate Myphoner with Insightful
Send information between Myphoner and Insightful automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Myphoner and Insightful 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
Employee created
Triggers when a new employee is created
Task created
Triggers when a new task is created
Team created
Triggers when a new team is created
Project created
Triggers when a new project is created
Employee updated
Triggers when the details of an existing employee 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 task
Creates a new task
Create project
Creates a new project
Create team
Creates a new team
Create employee
Creates a new employee
Update team
Updates the details of an existing team
Update task
Updates the details of an existing task
Deactivate employee
Deactivates an existing employee
Update employee
Updates the details of an existing employee
Update project
Updates the details of an existing project
Fetch employee
Fetches the details of an existing employee using ID
Fetch project
Fetches the details of an existing project using ID
Fetch employee by email address or name
Fetch record by email address or name
Fetch team
Fetches the details of an existing team using ID
Fetch task
Fetches the details of an existing task using ID
What is Insightful?
Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.
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Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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Toto
Technical Engineer, Master Liveaboards
