Universell PhoneBurner

Universell + PhoneBurner Integrations

Put Universell + PhoneBurner to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Universell and PhoneBurner below — describe the exact one you want above and the Agent builds it on demand.

Universell + PhoneBurner When an invoice is updated in Universell, update contact details in PhoneBurner. See details
Send text messages to newly created leads When a new lead is created in Universell, automatically send a welcome SMS via PhoneBurner to establish immediate contact. See details
Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in PhoneBurner, automatically log the activity on the contact's record in Universell. See details
Dispatch text confirmations on won deals When a deal is won in Universell, send an automated SMS via PhoneBurner to confirm details with the client. See details

Browse the full workflow library →

Looking to achieve something else with Universell and PhoneBurner?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Universell and PhoneBurner

Everything Universell and PhoneBurner can do inside a workflow — the triggers that start one and the actions that run when it fires.

Universell Explore Universell →

Universell is a customer relationship management system designed to streamline business sales processes, lead tracking, and client communications.

Triggers
Updated Invoice

Triggers when an existing invoice is updated.

New Appointment

Triggers when a new appointment is scheduled.

New Customer

Triggers when a new customer is added.

New Invoice

Triggers when a new invoice is created.

New Order

Triggers when a new order is created.

New Product

Triggers when a new product is added.

Actions
Create Customer

Creates a new customer.

Create Invoice

Creates a new invoice.

Create Order

Creates a new order.

Create Product

Creates a new product.

Create Appointment

Schedules a new appointment.

PhoneBurner Explore PhoneBurner →

A power dialer and outbound phone call platform that automates call workflows to increase sales team contact volume.

Triggers
Get All Dial Session Data

Use this trigger to fetch dial session call data from your PhoneBurner account. If you are a team admin, it can return call data for both you and your users. Each call is returned as a unique trigger item that can be used in later Zap steps. For larger teams, polling may become slow or time out. When possible, a webhook-based Zap is the more reliable option.

Updated Contact in Folder

Triggers when a PB Contact is UPDATED in defined folder

Actions
Create Contact

Creates a new contact.

Contact Search

Use this Action to search for Contacts based on email or phone across your account or your entire team account if you are an admin

Get a Contact

Use this action to get a specific contact when you know the Contact ID

Update Contact (Contact ID)

This Action will update a specific contact within PhoneBurner based on the unique PhoneBurner contact/record ID. In order to use this Action, you must have the PhoneBurner contact ID. This will update the specific contact within your personal account or if you are the PhoneBurner admin it will update the contact if it is in your account or any one of your users accounts

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Universell + PhoneBurner

Is there a pre-built Universell + PhoneBurner automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Universell and PhoneBurner's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Universell or PhoneBurner connector?

No. The Agent works whether or not Universell or PhoneBurner already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Universell and PhoneBurner help track phone communications?

Inbound calls, text messages, and missed calls handled in PhoneBurner can automatically log activities or update lead profiles directly inside Universell.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in Universell can prompt PhoneBurner to send an automated SMS confirmation or message to the client.

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