Integrations Crystal Ball SOS Inventory
Crystal Ball + SOS Inventory

Connect Crystal Ball and SOS Inventory to Build Intelligent Automations

Choose a Trigger

Crystal Ball

When this happens...

Choose an Action

SOS Inventory

Automatically do this!

Enable Integrations or automations with these events of Crystal Ball and SOS Inventory

Enable Integrations or automations with these events of Crystal Ball and SOS Inventory

Actions

List Annotations

List Annotations

List of all available Annotations in the cluster.

Create Annotation in Crystal Ball

Create Annotation in Crystal Ball

Add an annotation in your account for an event.

Delete Annotation

Delete Annotation

Delete an annotation in your account for an event.

Change Annotation

Change Annotation

Change an annotation in your account for an event.

List Items

List Items

Get all existing items.

Create Customer

Create Customer

Creates a new customer.

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Frequently Asked Questions

How do I start an integration between Crystal Ball and SOS Inventory?

To start, connect both your Crystal Ball and SOS Inventory accounts to viaSocket. Once connected, you can set up a workflow where an event in Crystal Ball triggers actions in SOS Inventory (or vice versa).

Can we customize how data from Crystal Ball is recorded in SOS Inventory?

Absolutely. You can customize how Crystal Ball data is recorded in SOS Inventory. This includes choosing which data fields go into which fields of SOS Inventory, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Crystal Ball and SOS Inventory?

The data sync between Crystal Ball and SOS Inventory typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Crystal Ball to SOS Inventory?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Crystal Ball and SOS Inventory?

Yes, you can set conditional logic to control the flow of data between Crystal Ball and SOS Inventory. 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.

Crystal Ball

About Crystal Ball

Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.

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SOS Inventory

About SOS Inventory

SOS Inventory is an app that tracks inventory, provides order management and manufacturing tracking and integrates with QuickBooks online.

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