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.
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 LeadTriggers when a new lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - 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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New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInfo
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Owner
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Case/IncidentRequired
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
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
Delete 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
New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOwner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OpportunityRequired
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.Info
Info Field Enable
Company Name
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Company Name
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInsert/ 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
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