Connect inflow-inventory and Personal Capital to Build Intelligent Automations
Choose a Trigger
When this happens...
New Sales Order Created
Update Customer
Update Vendor
Updated Purchase Order
New Purchase Order
New Vendor
New Customer
Update Sales Order Created
Choose an Action
Automatically do this!
- Request a new Action for Personal Capital
Enable Integrations or automations with these events of inflow-inventory and Personal Capital
Enable Integrations or automations with these events of inflow-inventory and Personal Capital
Triggers
New Sales Order Created
Triggers When new sales order is created.
Update Customer
Triggers when existing customer is updated.
Update Vendor
Triggers when existing Vendor is Updated.
Updated Purchase Order
Triggers when existing purchase order is updated.
New Purchase Order
Triggers when new purchase order is created.
New Vendor
Triggers when new Vendor is Created.
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Frequently Asked Questions
To start, connect both your inflow-inventory and Personal Capital accounts to viaSocket. Once connected, you can set up a workflow where an event in inflow-inventory triggers actions in Personal Capital (or vice versa).
Absolutely. You can customize how inflow-inventory data is recorded in Personal Capital. This includes choosing which data fields go into which fields of Personal Capital, setting up custom formats, and filtering out unwanted information.
The data sync between inflow-inventory and Personal Capital 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 inflow-inventory and Personal Capital. 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 inflow-inventory
inflow-inventory is a comprehensive inventory management software designed to help businesses efficiently track and manage their stock levels, orders, and sales. It offers features such as barcode scanning, reporting, and multi-location support to streamline inventory processes.
Learn MoreAbout Personal Capital
Personal Capital is a financial management platform that offers tools for tracking and managing personal finances, investments, and retirement planning. It provides users with insights into their financial health and helps them make informed decisions about their financial future.
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