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

Automatically do this!
Create Workspace
Update Workspace
Delete Workspace
List/Search Workspace
Create a Bulk Send List
Create Template
Update Template
Create Signing Group
Add User to Signing Group
Update Signing Group
Delete Signing Group
Create Bulk Send Request
Delete Bulk Send List
List/Search Bulk Send List
List/Search temaplate
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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.
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 Docusign accounts to viaSocket. Once connected, you can set up a workflow where an event in PHP Point Of Sale triggers actions in Docusign (or vice versa).
Absolutely. You can customize how PHP Point Of Sale data is recorded in Docusign. This includes choosing which data fields go into which fields of Docusign, setting up custom formats, and filtering out unwanted information.
The data sync between PHP Point Of Sale and Docusign 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 Docusign. 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.
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