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What do you want Myphoner and folk to do together?
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Connect Claude CodeEverything your agent can do with Myphoner and folk
Triggers and actions 22 triggers ยท 30 actions
Trigger
Archived LeadTriggers when a lead is archived (marked 'archive').
Trigger
Call BackTriggers 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 LeadTriggers 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 WinnerTriggers 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 leadArchives 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 listCreates a new lead list in Myphoner, optionally defining its columns.
Action
Create LeadCreates a lead in a Myphoner list. The lead's fields are the columns defined on the chosen list.
Action
Find LeadSearches Myphoner for a lead matching your text and returns the first match, optionally limited to certain lists.
Action
Get a leadReturns one Myphoner lead by its ID, including every column defined on the lead's list.
Action
Get a listReturns one Myphoner list by its ID, with its name, lead count and the categories configured for each lead state.
Action
List leadsReturns a page of leads from a Myphoner list, newest-updated first when you ask for that order.
Action
List listsReturns every lead list in the Myphoner account, with each list's name, ID and lead count.
Action
Mark Lead as LoserMarks 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 WinnerMarks 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 BackSchedules 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 listMoves a Myphoner lead into a different list, optionally releasing it back to the calling queue.
Action
Search for LeadSearches Myphoner leads for your text and returns every match, optionally limited to certain lists.
Action
Update LeadUpdates a lead in Myphoner. Only the fields you fill in are changed; the lead's fields are the columns defined on its list.
Trigger
Company AddedTriggers when a new company is created or added to a group.
Trigger
Company Custom Field UpdatedTriggers when a company custom field (for example tag, status, text, assignee) is updated.
Trigger
Company RemovedTriggers when a company is deleted from the workspace or removed from a group.
Trigger
Company UpdatedTriggers when a company basic field (like name, email or URL) in a group is updated.
Trigger
Deal AddedFires when a new deal is created. Poll GET /v1/deals sorted by creation date.
Trigger
Deal RemovedFires when a deal is deleted from a pipeline.
Trigger
Deal UpdatedFires when a deal is updated (stage change, field update). Poll GET /v1/deals sorted by update date.
Trigger
Person AddedTriggers when a new person is created or added to a group.
Trigger
Person Custom Field UpdatedTriggers when a person custom field (for example tag, status, text, assignee) is updated.
Trigger
Person RemovedTriggers when a person is deleted from the workspace or removed from a group.
Trigger
Person UpdatedTriggers when a person basic field (like first name, job title, email or URL) in a group is updated.
Action
Create CompanyCreates a company in folk, optionally adding it to a group and setting that group's custom fields.
Action
Create DealCreates a deal in a folk group, optionally linked to companies and people, and sets that deal type's custom fields.
Action
Create GroupCreates a group in folk. A default "All people" table view is added to the group automatically.
Action
Create NoteCreates a note on a folk person, company or deal. Optionally posts it as a reply to an existing note.
Action
Create PersonCreates a person in folk, optionally adding them to a group and setting that group's custom fields.
Action
Create ReminderCreates a reminder on a folk person, company or deal, scheduled with an iCalendar recurrence rule.
Action
Delete CompanyDeletes a company from folk by its id.
Action
Delete PersonDeletes a person from folk by their id. This also removes their custom fields, notes and associations.
Action
Find a CompanySearches folk companies by name, email or website and returns the matches, with the first one broken out for easy mapping.
Action
Find a PersonSearches folk people by email, full name or phone and returns the matches, with the first one broken out for easy mapping.
Action
Get a CompanyFetches one folk company by id, including its custom field values.
Action
Get a NoteFetches one folk note by id, with its text, author and the record it is attached to.
Action
Get a PersonFetches one folk person by id, including their custom field values.
Action
List GroupsReturns the groups in the folk workspace, with each group's id, name and visibility.
Action
Update CompanyUpdates a folk company. Only the fields you fill in are changed; list fields such as emails replace the whole list.
Action
Update PersonUpdates a folk person. Only the fields you fill in are changed; list fields such as emails replace the whole list.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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