Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Help Scout
Trigger: Watch Conversations
Myphoner
Action: Select an action
1. Select a trigger
  • Triggers when one or more of the following events occur (Conversation Agent Reply Created, Conversation Assigned, Conversation Created, Conversation Customer Reply Created, Conversation Deleted, Conversation Merged, Conversation Moved, Conversation Note Created, Status Changed in Conversation, Tags Created, Edited, Removed, or Merged in Conversation).

  • Triggers when a customer is created.

  • Triggers when a satisfaction rating is received.

2. Select an action
  • Archives an existing lead.

  • Creates a new list.

  • Creates a new lead.

  • Delegates or claims an exisitng lead to another user.

  • Retrieves an existing lead.

  • Retrieves an existing list.

  • Performs an arbitrary authorized API Call.

  • Marks an existing lead as a loser.

  • Marks an existing lead as a winner.

  • Marks a lead for a Call Back.

  • Mirgrates / moves a lead between lists.

  • Updates an existing lead.

Select a trigger and an action

Create workflow (opens in a new tab)