Connect PHP Point Of Sale and Portal CX to Build Intelligent Automations
Enable Integrations or automations with these events of PHP Point Of Sale and Portal CX
Enable Integrations or automations with these events of PHP Point Of Sale and Portal CX
Triggers
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.
Actions
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 Portal CX accounts to viaSocket. Once connected, you can set up a workflow where an event in PHP Point Of Sale triggers actions in Portal CX (or vice versa).
Absolutely. You can customize how PHP Point Of Sale data is recorded in Portal CX. This includes choosing which data fields go into which fields of Portal CX, setting up custom formats, and filtering out unwanted information.
The data sync between PHP Point Of Sale and Portal CX 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 Portal CX. 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.
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About Portal CX
PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.
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