Connect inflow-inventory and TemplateDocs 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!
Generate Document From Template
Ready to use inflow-inventory and TemplateDocs automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your inflow-inventory integrations.
Generate Document From Template
Create a document from a template using the data you provide.
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Frequently Asked Questions
To start, connect both your inflow-inventory and TemplateDocs accounts to viaSocket. Once connected, you can set up a workflow where an event in inflow-inventory triggers actions in TemplateDocs (or vice versa).
Absolutely. You can customize how inflow-inventory data is recorded in TemplateDocs. This includes choosing which data fields go into which fields of TemplateDocs, setting up custom formats, and filtering out unwanted information.
The data sync between inflow-inventory and TemplateDocs 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 TemplateDocs. 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 TemplateDocs
TemplateDocs offers a comprehensive platform for creating, managing, and sharing document templates. Ideal for businesses and individuals looking to streamline their document creation process, TemplateDocs provides a wide range of customizable templates for various needs.
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