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Phasio Zapier integrationAutomate Phasio with Zapier.

The Phasio Zapier integration gives you 1 trigger and 9 actions. The trigger is instant, so a Phasio event starts your Zap right away; the actions look up orders, customers, parts and production steps for the next tools in line. It runs on the free plan.

Beta app Zapier still marks this integration as beta.

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Overview

What the Phasio Zapier integration does for a parts manufacturer

The Phasio Zapier integration connects Phasio, the platform a manufacturer uses to quote custom parts, run orders and follow production, to the rest of your tools. One trigger tells Zapier when a chosen Phasio event happens. Nine actions then read Phasio for you: orders and quotes, carts, customers, organisations, part data and production steps.

Three results people build with it:

A purchasing list per order. New Event starts the Zap, then Get Requisitions for an Order returns the requisitions of that order as line items your buyer can work from in a sheet.

A customer view for sales. Find Customers and Find Organisations pull the matching records, so the account manager sees who is behind an order without logging into Phasio.

Shop-floor context in one place. Find Part Revisions, Find Part Specifications and Find Production Steps gather what the workshop needs to know about a part.

What Zapier does not do here: none of the nine actions creates or changes a quote, an order or a customer. They read. Changing data goes through Make API Call, the advanced action where you write the request yourself. There is one trigger only, and Zapier marks the app as beta.

To place Zapier among other tools, there is Make vs Zapier and n8n vs Zapier.

Vocabulary

Zapier words used on this page

Seven terms in plain words. After this, the page uses them without a reminder.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run every time that event happens.
Trigger
The event in an app that starts the Zap. Once the Zap is switched on, Zapier waits for it and does nothing before.
Action
What the Zap does after it starts: the step that reads, writes, sends or moves something for you in an app.
Task
The unit Zapier bills: one action your Zap completes successfully. The number on your plan counts those.
Polling trigger
A trigger Zapier checks on a timer, asking the app for new items at a set interval. Phasio's trigger is not one.
Instant trigger
A trigger the app reports itself, the moment the event happens, so nothing waits for a check. Phasio's is one.
Filter
A step that lets the Zap carry on only when what arrived meets your condition, and stops it quietly otherwise.
Cost

What a Phasio Zap costs you in tasks

Phasio is not a premium app, so it runs on the free plan. The New Event trigger never costs a task, and because it is instant, the interval grid of the plans does not slow it down.

  • Free plan100 tasks a month, unlimited Zaps
  • New Event triggerInstant, never billed
  • Premium appNo, Phasio works on the free plan
  • Multi-step ZapPaid plan only

Each action that succeeds counts as one task, and that includes the Find actions here, since Zapier lists them as actions. An action that fails is not billed. A Zap with three actions eats three times what a one-action Zap does, and a few actions take more than one task. The free plan stops at two steps: one trigger, one action. A filter or a second action makes the Zap multi-step, which needs a paid plan.

Connect

Connect your Phasio account in three steps

  1. 01

    Open the connection dialog

    In Zapier, open the Apps page of your account and click + Add connection. A connection is your Phasio account linked to Zapier once, then reused by every step that touches Phasio.

  2. 02

    Pick Phasio

    Type Phasio in the search box of the dialog, select it from the list of results, then click Add connection. A new tab opens on the Phasio sign-in page.

  3. 03

    Sign in and grant access

    Log in with your Phasio account and allow Zapier to access it. You need read or write rights on any record you do not own yourself and want the Zap to touch.

First Zap

Your first Phasio Zap: from an event to the requisitions

GoalEach time the Phasio event you choose happens, the matching order is found and its requisitions are listed for the next step.

  1. 01

    Pick the trigger

    Create a Zap, choose Phasio as the app and New Event as the event that starts it, then select the Phasio connection you just added.

  2. 02

    Choose the Event Type

    Set the required Event Type field to the Phasio event that should start this Zap. The editor shows a lightning bolt: this trigger is instant.

  3. 03

    Test the trigger

    Run the test. Zapier brings back the three most recent events of the connected account, so you map the next steps from a real one.

  4. 04

    Add Find Orders and Quotes

    Add a Phasio action, choose Find Orders and Quotes, and map what the event carries into its filters. Test it and read the line items it returns.

  5. 05

    Add Get Requisitions for an Order

    Add a second Phasio action, Get Requisitions for an Order, and map the order found in the previous step. Test it before you go further.

  6. 06

    Publish

    Click Publish to switch the Zap on. With two actions it is a multi-step Zap, so it needs a paid plan, and each run costs two tasks.

Triggers

The Phasio trigger

1 event starts a Zap when something happens in Phasio, and one of them is instant: the app calls Zapier straight away, whatever your plan.

1

New Event

Instant trigger

In Zapier“Triggers when the selected Phasio event occurs. Verifies and decrypts the webhook automatically.”

Starts your Zap when the Phasio event you selected takes place, so the rest of your tools hear about it without anyone copying it over.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
alerting the production planner in chat when a chosen order event comes through, or adding a row to the order tracking sheet.
Watch out
the Event Type field is required and each Zap listens to the one event you pick. Registration and the security checks are automatic, so there is nothing to set up on the Phasio side.
Actions

The 9 Phasio actions

Phasio gives you 9 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Get Requisitions for an Order

Action

In Zapier“Lists requisitions for an order and returns the matching records as line items.”

Lists the requisitions attached to one order and hands them on as line items.

When to use it
giving the buyer a ready purchasing list for each new order instead of reading it off the Phasio screen.
Watch out
it works on a single order, so place Find Orders and Quotes before it when the trigger does not carry the order you want.
2

Make API Call

Action

In Zapier“Makes an authenticated request to the Phasio manufacturer API.”

Sends a request you write yourself to Phasio, signed with your connection, for anything the eight ready-made actions do not cover.

When to use it
when you need to change a record in Phasio, since every other action here only reads; check in Phasio's reference that the change is offered.
Watch out
this is the advanced option and it expects you to know Phasio's technical reference; use a ready-made action whenever one fits.
3

Find Carts

Action

In Zapier“Searches carts using native filters and returns matching records as line items.”

Searches the carts stored in Phasio with its native filters and returns the matching ones as line items.

When to use it
spotting carts that were filled but never turned into an order, so sales can follow up.
Watch out
the filters are Phasio's, so check in a test that they return what you expect.
4

Find Customers

Action

In Zapier“Searches customers using native filters and returns matching records as line items.”

Retrieves customer records from Phasio through its native filters, as line items for the next step.

When to use it
enriching a contact in your CRM with what Phasio already knows about that buyer.
Watch out
a broad filter can return many customers at once, so narrow it before mapping the result into a single record.
5

Find Orders and Quotes

Action

In Zapier“Searches orders and quotes using native filters and returns matching records as line items.”

Looks through your Phasio orders and quotes with Phasio's own filters and returns every match as line items.

When to use it
pulling the quote behind an event so your sales tool shows the right figures to the account manager.
Watch out
it is an action, not a search step, so each successful run counts as a task.
6

Find Organisations

Action

In Zapier“Searches customer organisations using native filters and returns matching records as line items.”

Pulls the customer organisations that match your filters, meaning the companies behind your individual buyers.

When to use it
grouping several orders under the same client company in a reporting sheet.
Watch out
people and companies are separate in Phasio, so pick this action rather than Find Customers when you need the company.
7

Find Production Steps

Action

In Zapier“Searches production steps using native filters and returns matching records as line items.”

Reads the production steps recorded in Phasio and returns those your filters match.

When to use it
feeding a shop-floor dashboard with where each job stands, without a manual export.
Watch out
it only reads what is there at the moment it runs, so it will not notice on its own when a step moves forward.
8

Find Part Revisions

Action

In Zapier“Searches part revisions using native filters and returns matching records as line items.”

Fetches the part revisions that match Phasio's filters.

When to use it
warning the workshop in its channel that the part it is about to machine has a newer revision.
Watch out
results come back as line items, so check which revision the next step actually picks.
9

Find Part Specifications

Action

In Zapier“Searches part specifications using native filters and returns matching records as line items.”

Brings back the specifications of parts that match your filters, so a later step can share or store them.

When to use it
attaching the right spec sheet to a subcontractor request sent from your email tool.
Watch out
a revision and a specification are different records; test both actions if you are unsure which one holds what you need.
When it breaks

When a Phasio Zap breaks

Zapier links no help article to Phasio, so the cases below are the general limits of every Zap built on it.

None of them shows during a test. They appear once the Zap has been live for a while. The Zapier troubleshooting guide covers how to diagnose them.

  • Past events are never picked up

    A Zap only reacts to what happens after you switch it on. Orders and events from before stay out, and moving that history is a separate job.

  • A Zap that sets itself off again

    If a Zap writes into the very place its own trigger watches, through Make API Call for example, it restarts itself over and over and burns tasks fast.

  • A sudden flood is held back

    When a bulk import or a migration makes the trigger return a huge batch at once, Zapier's flood protection can hold the Zap back.
Need help

Need help automating Phasio with Zapier?

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FAQ

Phasio Zapier integration: common questions

01Is the Phasio Zapier integration free?
Yes, as long as your Zap stays at two steps. Phasio is not a premium app, so it runs on the free plan, which gives 100 tasks a month and unlimited Zaps. The limit is the shape of the Zap: one trigger and one action, nothing more. A filter or a second action, for example Find Orders and Quotes followed by Get Requisitions for an Order, makes it multi-step, and that needs a paid plan.
02How many tasks does a Phasio Zap use?
One task per action that completes successfully. The New Event trigger costs nothing. Every one of the nine Phasio actions is billed when it works, including the Find ones, because Zapier lists them as actions. A Zap that runs Find Orders and Quotes then Get Requisitions for an Order uses two tasks per event. An action that fails is not counted against your plan, so a broken step does not eat your monthly allowance.
03Is the Phasio trigger real time?
Yes. New Event is an instant trigger: Phasio tells Zapier when the event happens, instead of Zapier checking on a timer. The plan intervals, 15 minutes on Free down to 1 on Team and Enterprise, do not apply to it, which is the most useful point for anyone on the free plan. The editor marks such a Zap with a lightning bolt. The type comes from Phasio and cannot be changed from the editor.
04What does it take to connect Phasio to Zapier?
A Phasio account, plus read or write access to any record you do not own and want the Zap to reach. The connection takes three moves: Apps, then + Add connection, then sign in to Phasio in the tab that opens and grant access. Once linked, every Phasio step in every Zap reuses that connection. On the trigger, choose the Event Type before testing, since it is the one required field.
05Can Zapier create orders or quotes in Phasio?
Not with a ready-made action. The eight named actions all read: they find orders and quotes, carts, customers, organisations, part revisions, specifications, production steps and order requisitions. To change something in Phasio, the only possible route is Make API Call, if Phasio's reference offers that change, the advanced action where you write the request yourself. It needs Phasio's technical reference at hand, and each successful call counts as one task, exactly like any other action on your plan.
06What if the Phasio operation you need is missing?
Then the integration does not cover it as a ready-made step, and no setting adds one. Zapier lists 1 trigger and 9 actions for Phasio, and the editor offers nothing beyond them. Make API Call is the way around for anything missing, as long as Phasio exposes it: you write the request and the connection signs it. Otherwise, start the Zap from the other tool involved and keep Phasio for the step that exists.
07Zapier, Make or n8n for Phasio?
Decide on criteria rather than a ranking. First, does the platform offer the Phasio operations your process needs? On Zapier that is one instant trigger and nine actions that read, plus a request you write yourself. Second, how fast must an event be seen? Here the trigger is instant on every plan. Third, how does billing scale? Zapier counts one task per successful action. Check the same three points on the other platform before choosing.
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