Microsoft Outlook + PHC GO
Add new Microsoft Outlook contacts to PHC GO as customers
This integration allows you to automate the process of creating or updating customers in PHC GO based on the Microsoft Outlook Calendar contacts. The client's existence is verified by NIF or email. In this way, you can automate the process and have access to this information on both platforms, saving time and perfecting execution.
This integration allows you to automate the process of creating or updating customers in PHC GO based on the Microsoft Outlook Calendar contacts. The client's existence is verified by NIF or email. In this way, you can automate the process and have access to this information on both platforms, saving time and perfecting execution.
- When this happens...
New ContactTriggers when a new contact is added to your account
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create/ Update CustomerThis action allows the creation or updating of customers in the integrated application
ActionWriteCreate a new record or update an existing record in your app.
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Calendar
Time BeforeRequired
Time Before (Unit)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planParent FolderRequired
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planParent Folder
Child Folder
Search termsRequired
Note
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planShared Inbox
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEvent
Merge with existing attendees?
Attendees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
SubjectRequired
Start Date & TimeRequired
End Date & TimeRequired
Location Name
Sensitivity
Attendees
Is this an All Day Event?
Description
Show me as Free or Busy
Is this an Online Meeting?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachment
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to DeleteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
To RecipientsRequired
Comment
Send From
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From Email
To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachments
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
ContactRequired
First Name
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
Search TermRequired
Start Date & Time
End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Info
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCalendar
Start Date & TimeRequired
End Date & TimeRequired
Select Fields
ActionThis is an event a Zap performs.SearchFind existing data in your app
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
Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmail IDRequired
CategoriesRequired
Mark as Read
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First NameRequired
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
To Email(s)
CC Email(s)
BCC Email(s)
Reply-To Email
Subject
Body
Attachment
Action for Files Larger Than 150MB
Reply to All
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EventRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Destination FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Draft Email IDRequired
Send From
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event
Subject
Start Date & Time
End Date & Time
All Day Event?
Is Online Meeting?
Hide attendees list?
Description
Show me as Free or Busy
The importance of the event
Merge with existing attendees?
Attendees
Categories
Location
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.Contact Folder
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder Info
FolderRequired
Search Terms
From Address
Start Date
End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Folder
First NameRequired
Last Name
Email
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
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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