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

Automatically do this!
Create Lead
Create Contact
Create Company
Create Deal
Search Contact
Create New Lead
Search Company
Search Lead
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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 lead is created in Kylas CRM.
Triggers when a new contact is added in Kylas CRM.
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 Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in PHP Point Of Sale triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how PHP Point Of Sale data is recorded in Kylas CRM. This includes choosing which data fields go into which fields of Kylas CRM, setting up custom formats, and filtering out unwanted information.
The data sync between PHP Point Of Sale and Kylas CRM 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 Kylas CRM. 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 MoreKylas CRM is a robust customer relationship management platform designed to streamline sales processes, enhance customer interactions, and drive business growth. It offers a suite of tools for managing leads, tracking sales activities, and analyzing performance metrics, making it an ideal solution for businesses looking to optimize their sales operations.
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