
When this happens...
New Customer
New Sale
New Supplier
New Receiving

Automatically do this!
Add a New User
Complete a Checklist Step
Add a Checklist Comment
Start Checklist Instance
Find a Checklist by Title
Find a Checklist Instance by ID
Find a Checklist Instance by Title
Find a Checklist Step by ID
Find a Procedure by Title
Find a Procedure or Checklist by ID
Find a User
Find a Checklist Step by Title
Add Collaborators
List Checklist Instance Comments
List Checklist Instances
List Collaborator Invites
Get Company
List All Company Roles
List Completed Checklist Steps
List Procedure Acceptance
List All Procedures
List All Security Roles
List All Time Zones
List All Users
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new customer is added in PHP Point Of Sale.
Triggered when a new sale transaction is created in PHP Point Of Sale.
Triggered when a new supplier is added in PHP Point Of Sale.
Triggers when a new receiving is created.
Triggers when a new comment is added to a checklist.
Triggers when a checklist instance is started.
Action is the task that follows automatically within your PHP Point Of Sale integrations.
Creates a new customer in PHP Point Of Sale.
Creates an appointment
Finds a Customer, create a customer if none are found.
Finds or Create Employees
Find or Create Expense.
Find a Customer by Filter

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your PHP Point Of Sale and Way We Do accounts to viaSocket. Once connected, you can set up a workflow where an event in PHP Point Of Sale triggers actions in Way We Do (or vice versa).
Absolutely. You can customize how PHP Point Of Sale data is recorded in Way We Do. This includes choosing which data fields go into which fields of Way We Do, setting up custom formats, and filtering out unwanted information.
The data sync between PHP Point Of Sale and Way We Do typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between PHP Point Of Sale and Way We Do. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
PHP Point Of Sale is a comprehensive web-based point of sale system designed to help small to medium-sized businesses manage their sales, inventory, and customer relationships efficiently. It offers features such as sales tracking, inventory management, customer management, and reporting tools to streamline business operations.
Learn MoreWay We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
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