Connect PHP Point Of Sale and Close to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Sale
New Supplier
New Receiving
Choose an Action
Automatically do this!
Create Contact
Update Contact
Create Task
Create Bulk Email
Delete Email
Update Call
Create Note
Create Call
List Contacts
List Lead Status
List Opportunity Status
List Pipelines
List SMS Templates
List Sequences
List User Scheduling Links
List Shared Scheduling Links
List Lead Custom Fields
List Contact Custom Fields
List Opportunity Custom Fields
List Custom Activity Types
List Custom Object Types
List Unsubscribed emails
Create Custom Activity
Create Custom Object
Create Export
Create SMS
Delete Email Address From Contact
Delete Logged Call
Merge Two Leads
Run Status Change Report
Toggle Forwarding on Phone Number
Update Custom Activity
Update Custom Object
Update Lead Smart View
Update Note
Find Call
Find Connected Account
Find Custom Object
Find Custom Activity
Find Contact
Find Group
Find Lead
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggered when a new customer is added in PHP Point Of Sale.
New Sale
Triggered when a new sale transaction is created in PHP Point Of Sale.
New Supplier
Triggered when a new supplier is added in PHP Point Of Sale.
New Receiving
Triggers when a new receiving is created.
New Call
Triggers when a new Call is created or completed.
New Contact
Triggers when a new contact is created.
Do thisActions
Action is the task that follows automatically within your PHP Point Of Sale integrations.
Create Customer
Creates a new customer in PHP Point Of Sale.
Create Appointment
Creates an appointment
Find or Create Customer
Finds a Customer, create a customer if none are found.
Find or Create Employee
Finds or Create Employees
Find or Create Expense
Find or Create Expense.
Find a Customer by Filter
Find a Customer by Filter
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Frequently Asked Questions
To start, connect both your PHP Point Of Sale and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in PHP Point Of Sale triggers actions in Close (or vice versa).
Absolutely. You can customize how PHP Point Of Sale data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.
The data sync between PHP Point Of Sale and Close 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 Close. 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.
About PHP Point Of Sale
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 MoreAbout Close
Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.
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