PHC GO + Pipedrive
Create new PHC GO customers from Pipedrive activities in real time
Effortlessly keep your customer records up-to-date with this workflow between Pipedrive and PHC GO. Whenever a new activity happens in Pipedrive, this automation will create a customer in the PHC GO app, ensuring your customer information is consistently accurate and organized. Streamline your sales process by having all the necessary details at your fingertips.
Effortlessly keep your customer records up-to-date with this workflow between Pipedrive and PHC GO. Whenever a new activity happens in Pipedrive, this automation will create a customer in the PHC GO app, ensuring your customer information is consistently accurate and organized. Streamline your sales process by having all the necessary details at your fingertips.
- When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create CustomerTriggers when a new customer is created or updated in the PHC GO software.
ActionWriteCreate a new record or update an existing record in your app.
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Copy
FilterRequired
Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter ID
Status
Board ID
Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person IDRequired
Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Product Variation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Follower User IDRequired
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal ID
Pin note to deal
Person ID
Pin note to person
Organization ID
Project ID
Pin note to organization
Lead ID
Pin note to lead
Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Remove All Existing Labels?
Labels to Remove
Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Deal IDRequired
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization to UpdateRequired
Organization Name
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Product IDRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project ID
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
Activity Type
Created After
Due Date After
Due Date Before
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch By
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch By
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Insert/ Update Customer
Triggers when a new customer is created or updated in the PHC GO software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Calendar Event
Triggers when a new calendar event is deleted in the PHC GO software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Insert/ Update Calendar Event
Triggers when a new calendar event is created in the PHC GO software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Inactive Article
Triggers when a product/ article it's set to inactive in the PHC GO software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Insert Article
Triggers when a new article/ service/ product is created in the PHC GO software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Insert Task
Triggers when a new task is created in the PHC GO software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Article
Triggers when a new article/ service/ product is updated in the PHC GO software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document Type:Required
Document Number:Required
Reason for Cancellation:Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name:Required
Number:
Country:
City:
Address:
Postal Code:
Email:
Mobile Phone:
Tax Number:
IBAN:
Observations:
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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:
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity:Required
ItemVO:
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name:Required
Number:
Country:
City:
Address:
Postal Code:
Email:
Mobile Phone:
Tax Number:
IBAN:
Observations:
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Description
Scheduled For:Required
Starts At:Required
Ends At:Required
Participant E-mail:Required
Location Name:
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity:Required
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Discount DescriptionRequired
Discount AmountRequired
Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Activity Owner
Organization ID
Deal ID
Lead ID
Project ID
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Deal ID
Person ID
Organization ID
Product ID
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person ID
Organization ID
Owner User ID
Note
Pin note to lead
Label ID(s)
Expected Close Date
Lead Value
Lead Value Currency Code
Source Channel ID
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project IDRequired
Description
Done
Due Date
Assignee
Parent Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity to UpdateRequired
Activity Subject
Activity Owner
Organization ID
Deal ID
Lead ID
Project ID
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Title
Owner User ID
Organization ID
Person ID
Label ID(s)
Expected Close Date
Lead Value
Lead Value Currency Code
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Person to UpdateRequired
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization ID
Organization Items
Include Persons
Include Deals
Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity Subject
Search Type
Activity Owner
Activity Filter
Mark as Done
Activity Type
Created After
Due Date After
Due Date Before
Organization ID
Deal ID
Lead ID
Project ID
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TermRequired
Exact Match?
Assignee
Project IDRequired
Done
TitleRequired
Description
Due Date
Parent Task ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDelete Article
Triggers when a new article/ service/ product is deleted in the PHC GO software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Customer
Triggers when a customer is deleted from the PHC GO software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Choose the series of Order:
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Inactive Customer
Triggers when a customer/ subscriber it's set to inactive in the PHC GO software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Insert Customer
Triggers when a new customer is created in the PHC GO software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Insert/ Update Article
Triggers when a new article/ service/ product is created or updated in the PHC GO software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Customer
Triggers when a new customer is updated in the PHC GO software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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:
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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:
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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:
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Summary:Required
Start date:Required
End date:Required
Type:
Priority:
Description:Required
Summary:
URL:
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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:
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Options:Required
Analysis id:Required
Number:
Name:
Value:
ActionThis is an event a Zap performs.SearchFind existing data in your app
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