PHC GO + Teamleader Focus

PHC GO + Teamleader Focus integrations

Create new PHC GO customers from new Teamleader Focus contacts

Effortlessly keep your contacts organized between Teamleader Focus and PHC GO by setting up this workflow. With each new contact added in Teamleader Focus, a customer will be created in PHC GO, ensuring your customer information is always up-to-date and easily accessible. Manage your contacts efficiently with this seamless connection between the two apps.

When this happens...
New ContactTriggers when a new contact is added.
TriggerInstant
automatically do this!
Create CustomerTriggers when a new customer is created or updated in the PHC GO software.
ActionWrite

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More things you can do with Teamleader Focus and PHC GO

Discover other triggers and actions you can use with Teamleader Focus and PHC GO

New Deal
Triggers when a new deal is created.
Trigger
Instant
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New Contact
Triggers when a new contact is added.
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Instant
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Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
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- First name
- Last name
  Required
- Salutation
- Primary
- Telephone
- Mobile
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Language
- Gender
- Birthdate
- Iban
- Bic
- Remarks
- Tags
- Custom_fields
- Marketing mails consent
Action
Write
- Contact
  Required
- Company
  Required
- Position
- Decision maker
Action
Write

- Id
  Required
Action
Search
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:
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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
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Insert/ Update Article
Triggers when a new article/ service/ product is created or updated in the PHC GO software.
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Instant
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Update Customer
Triggers when a new customer is updated in the PHC GO software.
Trigger
Instant
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- 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

New Company
Triggers when a new Company is added.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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- Company name
  Required
- Business Type
- VAT number
- Local business number
- Primary
- Invoicing
- Telephone
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Iban
- Bic
- Language
- Responsible user
- Remarks
- Tags
- Custom_fields
- Marketing_mails_consent
Action
Write
- Title
  Required
- Summary
- Customer Type
  Required
- Customer Id
  Required
- Contact Person
- Source
- Department
- Responsible User
- Phase
- Estimated Value Amount
- Estimated Value Currency
- Estimated Probability
- Estimated_closing_date
- Custom_fields
Action
Write
- Id
  Required
Action
Search
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
- Title
  Required
- Description
- Scheduled For:
  Required
- Starts At:
  Required
- Ends At:
  Required
- Participant E-mail:
  Required
- Location Name:
Action
Write
- Entity:
  Required
Action
Search

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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About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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