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 750+ 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.
Similar apps
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
