
When this happens...

Automatically do this!
Create Customer
Create Dispatch
Create Order
Create a Price List
Update Inventory Levels
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new customer is created.
Triggers when a new dispatch is created.
Triggers when a new invoice is created.
Triggers when a new order is created.
Triggers when a new payment is created.
Triggers when a new product is created.
Action is the task that follows automatically within your Expiration Reminder integrations.
Adds a new contact to your account.
Creating a new customer
Create a dispatch.
Create a new order.
Create a new price list.
Update the on-hand inventory levels.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Expiration Reminder and Orderspace accounts to viaSocket. Once connected, you can set up a workflow where an event in Expiration Reminder triggers actions in Orderspace (or vice versa).
Absolutely. You can customize how Expiration Reminder data is recorded in Orderspace. This includes choosing which data fields go into which fields of Orderspace, setting up custom formats, and filtering out unwanted information.
The data sync between Expiration Reminder and Orderspace 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 Expiration Reminder and Orderspace. 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.
Automatically track and manage expiration dates for various items such as contracts, licenses, insurances, and more to ensure timely renewals and compliance.
Learn MoreOrderspace makes it simple for businesses to manage and accept wholesale orders online, offering an easy and efficient ordering experience.
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