Integrations Customers.ai SOS Inventory
Customers.ai + SOS Inventory

Connect Customers.ai and SOS Inventory to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

SOS Inventory

Automatically do this!

Enable Integrations or automations with these events of Customers.ai and SOS Inventory

Enable Integrations or automations with these events of Customers.ai and SOS Inventory

Actions

Create Contact

Create Contact

Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.

List Items

List Items

Get all existing items.

Create Customer

Create Customer

Creates a new customer.

Find Customer

Find Customer

Find a customer by name or email.

Find Sales Order

Find Sales Order

Find a Sales Order.

Request a new Action for Customers.ai

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Frequently Asked Questions

How do I start an integration between Customers.ai and SOS Inventory?

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

Can we customize how data from Customers.ai is recorded in SOS Inventory?

Absolutely. You can customize how Customers.ai 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 Customers.ai and SOS Inventory?

The data sync between Customers.ai 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 Customers.ai 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 Customers.ai and SOS Inventory?

Yes, you can set conditional logic to control the flow of data between Customers.ai 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.

Customers.ai

About Customers.ai

Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.

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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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