Ontraport + PHC GO

Create PHC GO customers from new Ontraport contacts

Effortlessly maintain your customer records across platforms with this seamless workflow between Ontraport and PHC GO. When a new contact is added in Ontraport, this automation will create a customer in PHC GO, ensuring all your contact information is up-to-date and organized in one place. Save time and improve data consistency by letting this integration take care of customer management for you.

When this happens...
New Contact
Triggers when a new contact is added to Ontraport.
TriggerScheduled
automatically do this!
Create Customer
Triggers when a new customer is created or updated in the PHC GO software.
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new contact is added to Ontraport.
Trigger
Scheduled
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- Product IdRequired
Trigger
Instant
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- Product IdRequired
Trigger
Instant
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- Email
- Last Name
- First Name
- Address
- City
- State
- Zip Code
- Address Line 2
- Country
- Office Phone
- SMS Number
- Birthday
- Title
- Fax
- Website
- Company
- First Campaign
- First Content
- First Lead Source
- First Medium
- First Term
- Last Campaign
- Last Content
- Last Lead Source
- Last Medium
- Last Term
- Facebook
- Instagram
- Twitter
- Linkedin
- Profile Image
- Sequence
- Tag
Action
Write
Insert/ Update Customer
Triggers when a new customer is created or updated in the PHC GO software.
Trigger
Instant
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Delete Calendar Event
Triggers when a new calendar event is deleted in the PHC GO software.
Trigger
Instant
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Insert/ Update Calendar Event
Triggers when a new calendar event is created in the PHC GO software.
Trigger
Instant
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Inactive Article
Triggers when a product/ article it's set to inactive in the PHC GO software.
Trigger
Instant
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Insert Article
Triggers when a new article/ service/ product is created in the PHC GO software.
Trigger
Instant
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Insert Task
Triggers when a new task is created in the PHC GO software.
Trigger
Instant
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Update Article
Triggers when a new article/ service/ product is updated in the PHC GO software.
Trigger
Instant
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- 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

- FormRequired
Trigger
Instant
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- TagRequired
- Object TypeRequired
Trigger
Instant
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- TagRequired
- Object TypeRequired
Trigger
Instant
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- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Delete Article
Triggers when a new article/ service/ product is deleted in the PHC GO software.
Trigger
Instant
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Delete Customer
Triggers when a customer is deleted from the PHC GO software.
Trigger
Instant
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- Choose the series of Order:
Trigger
Instant
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Inactive Customer
Triggers when a customer/ subscriber it's set to inactive in the PHC GO software.
Trigger
Instant
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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 Ontraport

An all-in-one business and marketing platform designed for information marketers, experts, and coaches.

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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.

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Related categories

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Zapier Interfaces

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

PRODUCTS

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Ontraport + PHC GO

Create PHC GO customers from new Ontraport contacts

New Contact

Product Purchased

Transaction Created With Product

Product IdRequired

Create or Update Contact

Email

Last Name

First Name

Address

City

State

Zip Code

Address Line 2

Country

Office Phone

SMS Number

Birthday

Title

Fax

Website

Company

First Campaign

First Content

First Lead Source

First Medium

First Term

Last Campaign

Last Content

Last Lead Source

Last Medium

Last Term

Facebook

Instagram

Twitter

Linkedin

Profile Image

Sequence

Tag

Insert/ Update Customer

Delete Calendar Event

Insert/ Update Calendar Event

Inactive Article

Insert Article

Insert Task

Update Article

Cancel Order

Document Type:Required

Document Number:Required

Reason for Cancellation:Required

Create Customer

Name:Required

Number:

Country:

City:

Address:

Postal Code:

Email:

Mobile Phone:

Tax Number:

IBAN:

Observations:

Create Order

Customer Name:Required

Country:

City:

Address:

Postal Code:

E-mail:

Tax Number:

Abbreviated Name:

Document Type:Required

Document Number:

Reference:Required