Connect Myphoner and Vitally

Both apps 52Myphoner 25Vitally 27

• 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.

• Trigger
  Customer Created

  Triggers when a new account (customer) is created in Vitally.

• Trigger
  Custom Object Instance Created

  Triggers when a new instance of a custom object is created.

• Trigger
  Custom Object Instance Updated

  Triggers when an instance of a custom object is created or updated.

• Trigger
  Note Created

  Triggers when a new note is created in Vitally.

• Trigger
  NPS Response Created

  Triggers when a new NPS response is recorded in Vitally.

• Trigger
  Organization Created

  Triggers when a new organization is created in Vitally.

• Trigger
  Project Created

  Triggers when a new project is created in Vitally.

• Trigger
  Task Created

  Triggers when a new task is created in Vitally.

• Action
  Create Account

  Creates an account (customer) in Vitally, identified by your own external ID.

• Action
  Create Note

  Creates a note on an account or organization in Vitally.

• Action
  Create NPS Response

  Records an NPS survey response from a user in Vitally.

• Action
  Create Organization

  Creates an organization in Vitally, identified by your own external ID.

• Action
  Create Project From Template

  Creates a project for an account or organization from a project template.

• Action
  Create Task

  Creates a task on an account or organization in Vitally.

• Action
  Find a Customer

  Returns a account by its Vitally ID or external ID.

• Action
  Find a Custom Object Instance

  Finds a custom object instance by ID, external ID, linked account or a custom field value.

• Action
  Find a Note

  Returns a note by its Vitally ID or external ID.

• Action
  Find a Organization

  Returns a organization by its Vitally ID or external ID.

• Action
  Find a Task

  Returns a task by its Vitally ID or external ID.

• Action
  Find a Teammate

  Finds a Vitally team member by email address.

• Action
  Find a User

  Finds a user by email address, external ID or email domain.

• Action
  Get Account Health Scores

  Returns an account's health score and its breakdown.

• Action
  Update Customer Traits

  Updates the name or traits of a account in Vitally; traits are merged with existing ones.

• Action
  Update Organization Traits

  Updates the name or traits of a organization in Vitally; traits are merged with existing ones.

• Action
  Update Project Status

  Changes a project's status in Vitally.

• Action
  Update Task

  Updates a task in Vitally, for example to reassign or complete it.

• Action
  Update User Traits

  Updates the name or traits of a user in Vitally; traits are merged with existing ones.

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