Connect CRM.io and Megaventory to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for CRM.io
Choose an Action
Automatically do this!
Update Sales Quote
Update Sales Order
Update Purchase Order
Get Inventory Locations
Get Product Suppliers
Get Sales Orders
Find Inventory Location by ID
Find Supplier/Client by ID
Find Client/Supplier by Name
Get Currencies
Find Currency by Code
Find Currency by ID
Find Discount by ID
Find Discount by Name
Get Documents
Find Document by ID
Find Inventory Location by Name
Find Product by ID
Find Product by SKU
Find a Product Category
Find Product Category by ID
Find Document
Find Purchase Order by ID
Find Purchase Order by Number
Find Sales Order by ID
Find Tax by ID
Find Tax by Name
Find Sales Order by No.
Find Sales Quote by ID
Find Sales Quote by No.
Find Shipping Provider by Name
Find Work Order by ID
Find Pricing Rule by ID
Insert New Currency
Insert New Discount
Insert New Inventory Location
Insert New Tax
Insert a Product
Insert Supplier/Client
Insert Sales Order
Insert Purchase Order
Insert Sales Quote
Insert Shipping Provider
Insert Document
Ready to use CRM.io and Megaventory automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Product Inserted
Triggers when a new Product is created.
Purchase Order Inserted
Triggers when a new Purchase Order is created in Pending state.
Purchase Order Approved
Triggers when a Purchase Order is Approved.
Purchase Order Items Received
Trigger when purchase order items are received.
Purchase Order Items Invoiced
Trigger when New Purchase Order Items Invoiced.
Purchase Order Closed
Trigger when Purchase Order Closed.
Do thisActions
Action is the task that follows automatically within your CRM.io integrations.
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
List All Tags
Retrieves the detail of all tags
Search Notes
Retrieve notes for a contact by email.
List All Companies
Retrieves the detail of all companies
List All Deals
Retrieves the detail of all deals
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Frequently Asked Questions
To start, connect both your CRM.io and Megaventory accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Megaventory (or vice versa).
Absolutely. You can customize how CRM.io data is recorded in Megaventory. This includes choosing which data fields go into which fields of Megaventory, setting up custom formats, and filtering out unwanted information.
The data sync between CRM.io and Megaventory typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CRM.io and Megaventory. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
Learn MoreAbout Megaventory
Integrate with Megaventory to manage inventory, orders, and supply chain operations efficiently.
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