Connect Myphoner to ChartMogul

Both apps 49Myphoner 25ChartMogul 24

• Trigger
  Archived Lead

  Triggers when a lead is archived (marked 'archive').

• Trigger
  Call Back

  Triggers when a lead is marked for 'call back'.

• Trigger
  Lead updated (instant)

  Fires when a lead's information is updated by an agent (webhook event: lead_updated).

• Trigger
  Lost Lead

  Triggers when a lead is lost (marked 'loser').

• Trigger
  New call (instant)

  Fires when a new call is conducted (webhook event: new_call).

• Trigger
  New call recording (instant)

  Fires when a new call recording becomes available (webhook event: new_recording).

• Trigger
  New comment (instant)

  Fires when a new comment is created for a lead (webhook event: new_comment).

• Trigger
  New lead (instant)

  Fires when a new lead is created in Myphoner (webhook event: lead_created).

• Trigger
  New Winner

  Triggers when a lead is won.

• Trigger
  Text message received (instant)

  Fires when a text message is received from a lead (webhook event: inbound_text).

• Trigger
  Text message sent (instant)

  Fires when a text message is sent to a lead (webhook event: text).

• Action
  Archive a lead

  Archives a lead in Myphoner, optionally recording a comment and archive category, or scheduling the lead to come back for a call later.

• Action
  Create a list

  Creates a new lead list in Myphoner, optionally defining its columns.

• Action
  Create Lead

  Creates a lead in a Myphoner list. The lead's fields are the columns defined on the chosen list.

• Action
  Find Lead

  Searches Myphoner for a lead matching your text and returns the first match, optionally limited to certain lists.

• Action
  Get a lead

  Returns one Myphoner lead by its ID, including every column defined on the lead's list.

• Action
  Get a list

  Returns one Myphoner list by its ID, with its name, lead count and the categories configured for each lead state.

• Action
  List leads

  Returns a page of leads from a Myphoner list, newest-updated first when you ask for that order.

• Action
  List lists

  Returns every lead list in the Myphoner account, with each list's name, ID and lead count.

• Action
  Mark Lead as Loser

  Marks a Myphoner lead as lost, optionally recording a comment and loser category or scheduling it to come back for a call later.

• Action
  Mark Lead as Winner

  Marks a Myphoner lead as won, optionally recording a comment and winner category or scheduling it to come back for a call later.

• Action
  Mark Lead for Call Back

  Schedules a Myphoner lead for a call back, optionally recording a comment and category and setting when the lead should come back.

• Action
  Move a lead to another list

  Moves a Myphoner lead into a different list, optionally releasing it back to the calling queue.

• Action
  Search for Lead

  Searches Myphoner leads for your text and returns every match, optionally limited to certain lists.

• Action
  Update Lead

  Updates a lead in Myphoner. Only the fields you fill in are changed; the lead's fields are the columns defined on its list.

• Action
  Add a Custom Attribute to a Customer via Email

  Adds a custom attribute to every ChartMogul customer with the given email address.

• Action
  Add a Custom Attribute to a Customer via External ID

  Adds a custom attribute to the ChartMogul customer with the given external ID. Looks the customer up by external ID first, then writes the attribute.

• Action
  Add a Custom Attribute to a Customer via UUID

  Adds a custom attribute to one ChartMogul customer, identified by ChartMogul's customer ID.

• Action
  Add Tags to a Customer via Email

  Adds one or more tags to every ChartMogul customer with the given email address.

• Action
  Add Tags to a Customer via External ID

  Adds one or more tags to the ChartMogul customer with the given external ID. Looks the customer up by external ID first, then writes the tags.

• Action
  Add Tags to a Customer via UUID

  Adds one or more tags to one ChartMogul customer, identified by ChartMogul's customer ID.

• Action
  Create a Contact

  Creates a contact person on a ChartMogul customer.

• Action
  Create a Customer

  Creates a new customer in ChartMogul under one of your data sources.

• Action
  Create an Opportunity

  Creates a sales opportunity (deal) on a ChartMogul customer.

• Action
  Create a Note or Call Log

  Logs a note or a call against a ChartMogul customer.

• Action
  Create a Task

  Creates a task on a ChartMogul customer and assigns it to a team member.

• Action
  List Customer's Opportunities

  Returns the sales opportunities (deals) on a ChartMogul customer.

• Action
  List Customer's Tasks

  Returns the tasks on a ChartMogul customer.

• Action
  Merge Customers

  Merges one ChartMogul customer into another. Identify each side either by its ChartMogul ID or by your own external ID plus its data source.

• Action
  Retrieve a Customer Profile

  Returns one ChartMogul customer's full profile, including its tags and custom attributes.

• Action
  Retrieve a Metric

  Returns one ChartMogul subscription metric over a date range, such as MRR, ARR, customer count or churn rate.

• Action
  Search Contacts

  Finds ChartMogul contacts by email, customer or data source.

• Action
  Search for Customer via Email

  Finds ChartMogul customers by email address.

• Action
  Search for Customer via External ID

  Finds ChartMogul customers by the ID they carry in your own billing system.

• Action
  Update a Contact

  Updates a ChartMogul contact. Only the fields you fill in are changed.

• Action
  Update a Customer

  Updates a ChartMogul customer. Only the fields you fill in are changed.

• Action
  Update an Opportunity

  Updates a ChartMogul sales opportunity. Only the fields you fill in are changed.

• Action
  Update a Note or Call Log

  Updates a note or call log on a ChartMogul customer. Only the fields you fill in are changed.

• Action
  Update a Task

  Updates a task on a ChartMogul customer. Only the fields you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.