JobNimbus + PHC GO

JobNimbus + PHC GO integrations

Create PHC GO customers from new JobNimbus activities

Streamline your customer management process effortlessly with this JobNimbus to PHC GO workflow. When a new activity is created in JobNimbus, it instantly adds the information to PHC GO as a new customer. This automation saves time on manual data entry, enhances accuracy, and keeps your customer records organized and up-to-date for a simplified business experience.

When this happens...
Job Created, Modified or DeletedTrigger when a new job is created, modified or deleted.
TriggerInstant
automatically do this!
Create CustomerTriggers when a new customer is created or updated in the PHC GO software.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with JobNimbus and PHC GO

Discover other triggers and actions you can use with JobNimbus and PHC GO

- Filter
  Required
Trigger
Instant
Try It
- File
  Required
- Filename
  Required
- Related Id
  Required
- Attachment Type
- Description
- External ID
Action
Write
- Id
  Required
- First_name
- Last_name
- Company
- Email
- Contact Type
- Status_name
- Source_name
- Description
- Sales_rep_name
- Home_phone
- Mobile_phone
- Work_phone
- Fax_number
- Website
- Address_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
Action
Write
- Display_name
  Required
- First_name
- Last_name
- Company
- Email
- Contact Type
- Status_name
- Source_name
- Description
- Sales_rep_name
- Home_phone
- Mobile_phone
- Work_phone
- Fax_number
- Website
- Address_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
Action
Write
- Email
  Required
Action
Search

Insert/ Update Customer
Triggers when a new customer is created or updated in the PHC GO software.
Trigger
Instant
Try It
Delete Calendar Event
Triggers when a new calendar event is deleted in the PHC GO software.
Trigger
Instant
Try It

Insert/ Update Calendar Event
Triggers when a new calendar event is created in the PHC GO software.
Trigger
Instant
Try It
Inactive Article
Triggers when a product/ article it's set to inactive in the PHC GO software.
Trigger
Instant
Try It
Insert Article
Triggers when a new article/ service/ product is created in the PHC GO software.
Trigger
Instant
Try It
Insert Task
Triggers when a new task is created in the PHC GO software.
Trigger
Instant
Try It
Update Article
Triggers when a new article/ service/ product is updated in the PHC GO software.
Trigger
Instant
Try It
- Document Type:
  Required
- Document Number:
  Required
- Reason for Cancellation:
  Required
Action
Write
- Name:
  Required
- Number:
- Country:
- City:
- Address:
- Postal Code:
- Email:
- Mobile Phone:
- Tax Number:
- IBAN:
- Observations:
Action
Write
- Customer Name:
  Required
- Country:
- City:
- Address:
- Postal Code:
- E-mail:
- Tax Number:
- Abbreviated Name:
- Document Type:
  Required
- Document Number:
- Reference:
  Required
- Designation:
- Unit Price:
  Required
- Quantity:
  Required
- Tax Included:
- Tax Percentage:
- Tax Region:
- Discount 1
- Discount 2
- Additional field:
- Additional field 2:
- Warehouse:
- Shipping Reference:
- Shipping Designation:
- Shipping Unit Price:
- Shipping Quantity:
- Tax included in shipping price:
- Tax Percentage in Shipping Price:
- Shipping Tax Region:
- Shipping Fee Discount 1:
- Shipping Fee Discount 2:
- Shipping additional Field:
- Shipping additional Field 2:
Action
Write
- Entity:
  Required
- ItemVO:
Action
Write
- Name:
  Required
- Number:
- Country:
- City:
- Address:
- Postal Code:
- Email:
- Mobile Phone:
- Tax Number:
- IBAN:
- Observations:
Action
Write
- Title
  Required
- Description
- Scheduled For:
  Required
- Starts At:
  Required
- Ends At:
  Required
- Participant E-mail:
  Required
- Location Name:
Action
Write
- Entity:
  Required
Action
Search

- Filter
  Required
Trigger
Instant
Try It
- First_name
- Last_name
- Company
- Email
- Contact Type
- Status_name
- Source_name
- Description
- Sales_rep_name
- Home_phone
- Mobile_phone
- Work_phone
- Fax_number
- Website
- Address_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
Action
Write
- Id
  Required
- Display_name
  Required
- First_name
- Last_name
- Company
- Email
- Contact Type
- Status_name
- Source_name
- Description
- Sales_rep_name
- Home_phone
- Mobile_phone
- Work_phone
- Fax_number
- Website
- Address_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
Action
Write
- Name
  Required
- Primary_contact_id
  Required
- Address_line1
  Required
- Address_line2
- City
  Required
- State_text
  Required
- Zip
  Required
- Country_name
- Tags
- Date_created
- Date_start
- Date_end
- Job Type
- Status_name
- External_id
Action
Write
- ID
  Required
Action
Search
Delete Article
Triggers when a new article/ service/ product is deleted in the PHC GO software.
Trigger
Instant
Try It
Delete Customer
Triggers when a customer is deleted from the PHC GO software.
Trigger
Instant
Try It
- Choose the series of Order:
Trigger
Instant
Try It
Inactive Customer
Triggers when a customer/ subscriber it's set to inactive in the PHC GO software.
Trigger
Instant
Try It
Insert Customer
Triggers when a new customer is created in the PHC GO software.
Trigger
Instant
Try It
Insert/ Update Article
Triggers when a new article/ service/ product is created or updated in the PHC GO software.
Trigger
Instant
Try It
Update Customer
Triggers when a new customer is updated in the PHC GO software.
Trigger
Instant
Try It
- Resume:
  Required
- Issue Date:
  Required
- Due Date:
- Recurrence:
  Required
- Nº of Occurrences:
- Payment Terms:
- Customer Name:
  Required
- Customer Number:
- Country:
- City:
- Address:
- Postal Code:
- Mobile phone number:
- E-mail:
- Tax Number:
- Abbreviated Name:
- Reference:
- Designation:
- Unit Price:
- Quantity:
- Tax Included:
- Tax Exemption Code:
- Tax Percentage:
- Tax Region:
Action
Write
- Name:
  Required
- Number:
- Country:
- City:
- Address:
- Postal Code:
- E-mail:
- Tax Number:
- Abbreviated Name:
- Option:
  Required
- E-mail Subject:
- E-mail Body:
- Delete wrong tax numbers?
- Document type:
  Required
- Document observations:
- Invoicing address:
- Invoicing address 2:
- Invoicing postal code:
- Invoicing locality:
- Address of loading:
- Address of loading 2:
- Place of loading:
- Postcode (loading address):
- Country of loading:
- Address of unloading:
- Address of unloading 2:
- Place of unloading:
- Postcode (unloading address):
- Country of unloading:
- Global discount
- Global Discount (%)
- Reference:
  Required
- Designation:
- Unit Price:
  Required
- Quantity:
  Required
- Tax Included:
- Tax Exemption Code:
- Tax Percentage:
- Tax Region:
- Discount 1
- Discount 2
- Warehouse:
- Additional field:
- Additional field 2:
- Shipping Reference:
- Shipping Designation:
- Shipping Unit Price:
- Shipping Quantity:
- Tax included in shipping Price:
- Tax Percentage in Shipping Price:
- Shipping Tax Region:
- Shipping Fee Discount 1:
- Shipping Fee Discount 2:
- Shipping additional Field:
- Shipping additional Field 2:
Action
Write
- Reference:
  Required
- Designation:
  Required
- Unit Code:
- Family:
- Unit Price:
- Tax included:
- Unit Price 2:
- Tax included 2:
- Unit Price 3:
- Tax included 3:
- Unit Price 4:
- Tax included 4:
- Unit Price 5:
- Tax included 5:
- Agreed Price:
- Tax Included Agreed Price:
- Tax Exemption Code:
- Tax Percentage:
- Tax Region:
- Is Service:
- Stock:
- Observations:
- Component(s) reference:
- Component(s) designation:
- Component(s) quantity:
- Component(s) fixed quantity:
- Component(s) observations:
Action
Write
- Summary:
  Required
- Start date:
  Required
- End date:
  Required
- Type:
- Priority:
- Description:
  Required
- Summary:
- URL:
Action
Write
- Reference:
  Required
- Designation:
- Unit Code:
- Family:
- Category
- Brand
- Model
- Unit Price1:
- Tax included1:
- Unit Price2:
- Tax included2:
- Unit Price3:
- Tax included3:
- Unit Price4:
- Tax included4:
- Unit Price 5:
- Tax included 5:
- Agreed Price:
- Tax Included Agreed Price:
- Tax Exemption Code:
- Tax Percentage:
- Tax Region:
- Is Service:
- Stock:
- Observations:
- Component(s) reference:
- Component(s) designation:
- Component(s) quantity:
- Component(s) fixed quantity:
- Component(s) observations:
Action
Write
- Options:
  Required
- Analysis id:
  Required
- Number:
- Name:
- Value:
Action
Search

About JobNimbus

JobNimbus CRM + Project Management for the service industry.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About PHC GO

PHC GO is more than just online management software. It is the perfect ally for your day-to-day: zero initial investment, cloud management, continuous updating and high-speed transformation. Sales, purchases, treasury, legal obligations and much more.

HelpHelp

Related categories

App Builder

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier