Connect Myphoner to ServiceTrade

Both apps 55Myphoner 25ServiceTrade 30

• 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.

• Action
  Add Asset to Location

  Creates a new asset (equipment or system) at a ServiceTrade location.

• Action
  Add Attachment to Job

  Uploads a file from a URL and attaches it to a ServiceTrade job.

• Action
  Add Comment to Job

  Adds a comment to a ServiceTrade job, with optional visibility, author and pinning.

• Action
  Add Comment to Location

  Adds a comment to a ServiceTrade location.

• Action
  Add Tag

  Creates a tag, or attaches a new or existing tag to a ServiceTrade record such as a job, location or company.

• Action
  Create Appointment

  Creates a new appointment on a ServiceTrade job, optionally assigning services and technicians.

• Action
  Create Contact

  Creates a contact in ServiceTrade and optionally assigns it to companies and locations.

• Action
  Create Invoice

  Creates an invoice or vendor bill in ServiceTrade for a customer, optionally linked to a job, with line items.

• Action
  Create Job

  Creates a new job (work order) at a ServiceTrade location.

• Action
  Create Job Item

  Adds a part, labor, service or other item to an existing ServiceTrade job.

• Action
  Create Location

  Creates a new location (a site where work is performed) for a ServiceTrade company.

• Action
  Create Quote

  Creates a new quote in ServiceTrade for work at a location, covering one or more services.

• Action
  Find Asset by Search

  Finds assets whose text fields or properties match a search term, optionally narrowed by location, job, appointment, type, status or dates.

• Action
  Find Company

  Searches ServiceTrade companies by name, with optional filters for type, status, location and tags, and returns the matching companies.

• Action
  Find Company by External ID

  Finds a ServiceTrade company by the ID it carries in an external system, and returns the full company record.

• Action
  Find Contact

  Finds contacts by name, phone number or email address, optionally narrowed by company, location, contact type or dates.

• Action
  Find Contract by Name

  Finds ServiceTrade contracts whose name contains the text you supply, optionally narrowed by customer, vendor, location, tag or dates.

• Action
  Find Deficiency by Deficiency Number

  Finds deficiencies whose reference number exactly matches the one you supply, optionally narrowed by status, severity, location, company and other filters.

• Action
  Find Job by Job ID

  Returns a single ServiceTrade job by its ID, including its customer, location, service requests, appointments and scheduling comments.

• Action
  Find Job by Job Number

  Finds jobs by their job number and returns the first match plus all matching jobs.

• Action
  Find Location

  Finds locations whose name or store number contains the text you give, optionally narrowed by company, status, region, office or tags.

• Action
  Find Location by External ID

  Finds a ServiceTrade location by its ID in an external system and returns the full location record.

• Action
  Find Quote by Quote Number

  Finds a quote by its exact quote number (reference number) and returns the matching quote.

• Action
  Remove Tag

  Removes a tag from a ServiceTrade record (job, location, company, etc.), or deletes the tag from every record when no record is given.

• Action
  Update Appointment

  Updates an existing ServiceTrade appointment's status, time window, assigned technicians, services, or release state.

• Action
  Update Contact

  Updates an existing ServiceTrade contact's name, phone numbers, email, status, contact types, and company or location assignments.

• Action
  Update Invoice

  Updates an existing ServiceTrade invoice's status, numbering, notes, dates, terms and assignment.

• Action
  Update Job Item

  Updates an existing job item (material, part, labor or service on a job) in ServiceTrade. Only the fields you fill in are changed.

• Action
  Update Location

  Updates an existing ServiceTrade location's name, address, contact details, status, tax and office settings.

• Action
  Upload File to Bulk Import

  Creates a bulk import of the chosen type in ServiceTrade and uploads the CSV file to it, which starts processing the import.

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