PHC GO and Salesflare

How to connect PHC GO

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.
  • Search Records — gergre btrghtrhtrbntrntrntr ntytrhtrhtrhtr

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