
When this happens...
New or Changed Collection
New or Updated Card
Attached or Detached Label on a Card
Attached or Detached Resource on a Card
New or Changed Comment
Card Deleted
Collection Deleted

Automatically do this!
Create Customer
Create Appointment
Find or Create Customer
Find or Create Employee
Find or Create Expense
Find a Customer by Filter
Find or Create Employee
Find or Create Supplier
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new collection is added or changed.
Triggers when a card is added or updated.
Triggers when a label is attached or detached from a card.
Triggers when a resource is attached or detached from a card.
Triggers when a new comment is added or changed.
Triggers when a card is deleted.
Action is the task that follows automatically within your vPlan integrations.
Create a new Activity.
Create a new resource.
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

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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 vPlan and PHP Point Of Sale accounts to viaSocket. Once connected, you can set up a workflow where an event in vPlan triggers actions in PHP Point Of Sale (or vice versa).
Absolutely. You can customize how vPlan data is recorded in PHP Point Of Sale. This includes choosing which data fields go into which fields of PHP Point Of Sale, setting up custom formats, and filtering out unwanted information.
The data sync between vPlan and PHP Point Of Sale 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 vPlan and PHP Point Of Sale. 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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