SOS Inventory integration with Salesforce
How to Create Salesforce records from new SOS Inventory customers
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
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create Salesforce records from new SOS Inventory customers" and then click on "Automate".
-
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 SOS Inventory integrations
SOS Inventory actions
Nekton can use any feature that is available in SOS Inventory API.
Using our advanced AI, you can easily create custom automations for SOS Inventory.
Here are some typical actions you can do in your automated workflows.
Create Sales Order
Creates a new sales order
Find Customer
Finds a customer
Create Customer
Creates a new customer
Create Sales Receipt
Creates a new sales receipt
Find Sales Order
Finds a sales order
New Invoice
Triggers when a new invoice is created.
About SOS Inventory
SOS Inventory is an app that tracks inventory, provides order management and manufacturing tracking and integrates with QuickBooks online.