inFlow Inventory integration with Pipedrive
How to Add new inFlow Inventory customers to Pipedrive
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new inFlow Inventory customers to Pipedrive" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate inFlow Inventory integrations
inFlow Inventory actions
Nekton can use any feature that is available in inFlow Inventory API.
Using our advanced AI, you can easily create custom automations for inFlow Inventory.
Here are some typical actions you can do in your automated workflows.
Find a Sales Order
Search for the details of a sales order by a Sales Order ID.
Find an Invoice URL
Search for the URL of an invoice by a Sales Order ID.
New or Updated Customer
Triggers when a customer is created or updated.
New or Updated Sales Quote
Triggers when a sales quote is created or updated.
New or Updated Sales Order
Triggers when a sales order is created or updated.
New or Updated Vendor
Triggers when a vendor is created or updated.
About inFlow Inventory
Get an unfair advantage with inFlow Inventory management software. A complete system to run your small business used by 1000's.