Integrate Myphoner with PocketSmith

Send information between Myphoner and PocketSmith automatically, without writing any code, using Zoho Flow.

Build your own integrations between Myphoner and PocketSmith

Connect Myphoner and PocketSmith with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Myphoner and PocketSmith using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Archived lead

Triggers when a lead is archived

Lead won

Triggers when a lead is marked as winner

New call back

Triggers when a lead is marked for call back

Lead lost

Triggers when a lead is marked as loser

Transaction made

Triggers when a new transaction is made in an account

Account created

Triggers when a new account belonging to the user 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

Mark lead for call back

Marks the specified lead for a call back

Update lead

Updates the details of an existing lead

Mark lead as loser

Marks the specified lead as loser

Create account

Creates an account belonging to the user by their ID

Create transaction

Creates a transaction in a transaction account

What is Myphoner?

Myphoner is cold call tracking software with lead tracking, flexible sales pipeline, and customizable reports.

What is PocketSmith?

PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.

Accounting

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Head of Operations, AAA Band Rentals

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