Integration
Connect Myphoner to OnePageCRM
When something happens in Myphoner, your agent does the next thing in OnePageCRM. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Myphoner and OnePageCRM to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Triggers and actions 20 triggers · 25 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
Closed Sales CycleTriggered when a sales cycle is closed — a deal is marked won or lost.
Trigger
Completed Next ActionTriggered when a next action is marked done in OnePageCRM.
Trigger
New CallTriggered when a phone call is logged in OnePageCRM.
Trigger
New ContactTriggered when a new contact is created in OnePageCRM.
Trigger
New DealTriggered when a new deal is created in OnePageCRM.
Trigger
New Next ActionTriggered when a new next action is created in OnePageCRM.
Trigger
New NoteTriggered when a new note is added to a contact in OnePageCRM.
Trigger
Updated ContactTriggered when a contact is created or changed in OnePageCRM.
Trigger
Updated DealTriggered when a deal is created or changed in OnePageCRM.
Action
Close Sales CycleCloses a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.
Action
Create CallLogs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.
Action
Create ContactCreates a contact in OnePageCRM, including your account's own custom fields.
Action
Create DealCreates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.
Action
Create Next ActionAdds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.
Action
Create NoteAdds a note to a contact's timeline in OnePageCRM.
Action
Find ContactFinds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.
Action
Find DealFinds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.
Action
Find UserFinds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.
Action
Update ContactUpdates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.
Action
Update DealUpdates a deal in OnePageCRM. Anything you leave blank keeps its current value.
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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