Microsoft Dynamics 365 CRM + PHC GO

Create new PHC GO customers from new leads in Microsoft Dynamics 365 CRM

Effortlessly streamline your lead management process with this workflow that connects Microsoft Dynamics 365 CRM and PHC GO. When there's a new lead in Microsoft Dynamics 365 CRM, this automation will create a customer in PHC GO, saving you time and ensuring consistency in your customer database. Focus on nurturing relationships and let this workflow handle the data entry for you.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Customer
Triggers when a new customer is created or updated in the PHC GO software.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

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

Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It

- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It

- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
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
- TitleRequired
- Description
- Scheduled For:Required
- Starts At:Required
- Ends At:Required
- Participant E-mail:Required
- Location Name:
Action
Write
- Entity:Required
Action
Search

- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write
- Owner
Action
Write
- Custom EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
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:
- 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 Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn more Help

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

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.

Help

Related categories

App Builder

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

By app

By use case

Microsoft Dynamics 365 CRM + PHC GO

Create new PHC GO customers from new leads in Microsoft Dynamics 365 CRM

New Account

New Contact

New Custom Entity

Updated Case/Incident

Info

Updated Invoice

Info

Updated Lead

Info

Updated Opportunity

Info

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Invoice

Info

Owner

Create Opportunity

Info

Owner

Update Campaign Response

Owner

Update Custom Entity

Info

Custom Entity ActionRequired

Update Invoice

Info

InvoiceRequired

Update Opportunity

Info

OpportunityRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Search By Email Only

Find Custom Entity

Info

Custom EntityRequired

Match if any of the fields match (otherwise only match if all the fields match)

Search By Email Only

Find Campaign Response

State Code

Find Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Search By Email Only

Owner

Find or Create Custom Entity

Info

Custom EntityRequired

Match if any of the fields match (otherwise only match if all the fields match)

Search By Email Only

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

Insert/ Update Customer

Delete Calendar Event

Insert/ Update Calendar Event

Inactive Article

Insert Article

Insert Task

Update Article