PHC GO and Salesflare

App Builder phcsoftware.com ↗

How to connect PHC GO

Via Zapier — 27 operations available. Set it up ↗

What you can automate

When new Order in PHC GO, create opportunity, then find or create contact in Salesflare.
When new Task in Salesflare, create Tasks in PHC GO.

About PHC GO

PHC GO is more than just online management software. It is the perfect ally for your day-to-day: zero initial investment, cloud management, continuous updating and high-speed transformation. Sales, purchases, treasury, legal obligations and much more.

PHC GO operations on Zapier

Triggers (14)

Start a workflow when this happens

Delete Article — Triggers when a new article/ service/ product is deleted in the PHC GO software.
Delete Calendar Event — Triggers when a new calendar event is deleted in the PHC GO software.
Delete Customer — Triggers when a customer is deleted from the PHC GO software.
Inactive Article — Triggers when a product/ article it's set to inactive in the PHC GO software.
Inactive Customer — Triggers when a customer/ subscriber it's set to inactive in the PHC GO software.

Show 9 more triggers

Insert Article — Triggers when a new article/ service/ product is created in the PHC GO software.
Insert Customer — Triggers when a new customer is created in the PHC GO software.
Insert Task — Triggers when a new task is created in the PHC GO software.
Insert/ Update Article — Triggers when a new article/ service/ product is created or updated in the PHC GO software.
Insert/ Update Calendar Event — Triggers when a new calendar event is created in the PHC GO software.
Insert/ Update Customer — Triggers when a new customer is created or updated in the PHC GO software.
New Order — Triggers when a new order/ internal dossiers is created in the PHC GO software.
Update Article — Triggers when a new article/ service/ product is updated in the PHC GO software.
Update Customer — Triggers when a new customer is updated in the PHC GO software.

Actions (11)

Things Salesflare can make it do

Cancel Order — This action allows to calcel orders in the integrated application.
Create Article — This action allows to create article/ service/ product in the integrated application.
Create Avenca — This action allows to create "avencas" in the integrated application.
Create Customer — This action allows to create customer in the integrated application.
Create Event — This action allows to create calendar Events in the integrated application.

Show 6 more actions

Create Invoice — This action allows to create invoices/ paid orders in the integrated application.
Create Order — This action allows to create orders in the integrated application.
Create Records — This action allows to create new records, in native and framework entities, from the integrated application.
Create Tasks — This action allows to create tasks in the PHC GO integrated application.
Create/ Update Article — This action allows the creation or updating of article/ service/ product in the integrated application.
Create/ Update Customer — This action allows the creation or updating of customers in the integrated application

Searches (2)

Look up existing records

Run Analysis — This action search allows a synchronized interaction of an application with the analyzes in the PHC GO installation.
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