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

Automatically do this!
Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact
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 Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in PHP Point Of Sale triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how PHP Point Of Sale data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.
The data sync between PHP Point Of Sale and Salesmate 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 Salesmate. 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 MoreSalesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
Learn More