Connect Customers.ai and Megaventory to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Customers.ai
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 Customers.ai and Megaventory automations
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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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 Customers.ai integrations.
Create Contact
Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.
Update Sales Quote
Update an existing sales quote
Update Sales Order
Updates details of an existing sales order
Update Purchase Order
Updates details of an existing purchase order
Get Inventory Locations
Get all inventory locations
Get Product Suppliers
Get list of all product suppliers
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Frequently Asked Questions
To start, connect both your Customers.ai and Megaventory accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in Megaventory (or vice versa).
Absolutely. You can customize how Customers.ai 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 Customers.ai 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 Customers.ai 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 Customers.ai
Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.
Learn MoreAbout Megaventory
Integrate with Megaventory to manage inventory, orders, and supply chain operations efficiently.
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