Connect Megaventory and Charles Schwab to Build Intelligent Automations
Choose a Trigger
When this happens...
Product Inserted
Purchase Order Inserted
Purchase Order Approved
Purchase Order Items Received
Purchase Order Items Invoiced
Purchase Order Closed
Purchase Order ReOpened
Purchase Order Approval Reverted
Purchase Order Cancelled
Purchase Order Updated
Product Updated
Product Deleted
Product Category Inserted
Product Category Updated
Product Category Deleted
Supplier Inserted
Supplier Updated
Supplier Deleted
Client Inserted
Client Updated
Client Deleted
Currency Inserted
Currency Updated
Currency Deleted
Document Type Inserted
Document Type Updated
Document Type Deleted
Tax Inserted
Tax Updated
Tax Deleted
Discount Inserted
Discount Updated
Discount Deleted
Inventory Location Inserted
Inventory Location Updated
Inventory Location Deleted
Sales Order Inserted
Sales Order Approved
Sales Order Items Shipped
Sales Order Closed
Sales Order ReOpened
Sales Order Approval Reverted
Sales Order Cancelled
Pricing Rule Inserted
Pricing Rule Updated
Pricing Rule Deleted
Weight Unit Inserted
Sales Quote Inserted
Sales Quote Approved
Sales Quote Updated
Sales Quote Approval Reverted
Sales Quote Cancelled
Sales Quote Closed
Document Inserted
Document Updated
Document Approved
Document Closed
Document ReOpened
Document Cancelled
Choose an Action
Automatically do this!
- Request a new Action for Charles Schwab
Enable Integrations or automations with these events of Megaventory and Charles Schwab
Enable Integrations or automations with these events of Megaventory and Charles Schwab
Triggers
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.
Actions
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
Get Sales Orders
Get list of all sales order
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Frequently Asked Questions
To start, connect both your Megaventory and Charles Schwab accounts to viaSocket. Once connected, you can set up a workflow where an event in Megaventory triggers actions in Charles Schwab (or vice versa).
Absolutely. You can customize how Megaventory data is recorded in Charles Schwab. This includes choosing which data fields go into which fields of Charles Schwab, setting up custom formats, and filtering out unwanted information.
The data sync between Megaventory and Charles Schwab 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 Megaventory and Charles Schwab. 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 Megaventory
Integrate with Megaventory to manage inventory, orders, and supply chain operations efficiently.
Learn MoreAbout Charles Schwab
Charles Schwab is a leading provider of financial services, offering a wide range of investment products, banking services, and financial advisory solutions. With a focus on empowering individual investors and institutions, Schwab provides tools and resources to help clients make informed financial decisions and achieve their financial goals.
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