Podio integration with Myphoner
How to Add new Podio items to Myphoner as leads
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Podio items to Myphoner as leads" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Myphoner integrations
Myphoner actions
Nekton can use any feature that is available in Myphoner API.
Using our advanced AI, you can easily create custom automations for Myphoner.
Here are some typical actions you can do in your automated workflows.
Create Lead
Creates a new Lead.
Mark Lead as Winner
Marks a given lead as a winner.
Update Lead
Updates an existing lead in myphoner.
Search for Lead
Lookup a Lead in myphoner based on free text search.
Find or Create Lead
Find or Create Lead
Mark Lead as Loser
Marks a given lead as a loser.
About Myphoner
Myphoner is a cold calling tool used for lead management and lead tracking, with the focus of creating a superior workflow for the sales agent.