Connect PHP Point Of Sale and Portfolio Manager 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 an Event
Create Folder
Add Comment to an Item
Create a Milestone
Create a Note for an Item
Create a Link for an Item
Create a Package
Create Checklist Item for a Task
Update a Link
Send Item Move After Command
Send Start Timer
Send Stop Timer
Create partial day event
Update Milestone
Create an Estimate for a Task
Create Dependency
Send Clear Timer
Send Item Move Before Command
Create a Project
Create a Task
Trigger Accept Timesheet
Update Event
Trigger Submit Timesheet
Trigger Un-Accept Timesheet
Trigger Un-Submit Timesheet
Update a Task
Ready to use PHP Point Of Sale and Portfolio Manager automations
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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 or Changed Comment
Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.
New or Changed Task
Triggers when a task is created or updated in your LiquidPlanner Classic workspace.
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 Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in PHP Point Of Sale triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how PHP Point Of Sale data is recorded in Portfolio Manager. This includes choosing which data fields go into which fields of Portfolio Manager, setting up custom formats, and filtering out unwanted information.
The data sync between PHP Point Of Sale and Portfolio Manager 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 Portfolio Manager. 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 Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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