
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

Automatically do this!
Create Task
Create Expense
Create Client
Create Form Submission
Create Opportunity
Create or Update Calendar Event
Create Project
Create Ticket
Create Comment on Ticket
Create Time Worked Entry
Search Clients
List All Clients
Search Contact
Search Project
Search Payable Invoices
List Email Templates
List Invoice Templates
List All Vendors
List Form Names
List Pipeline Stages
List Project Task Stages
List Workspace Users
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new Product is created.
Triggers when a new Purchase Order is created in Pending state.
Triggers when a Purchase Order is Approved.
Trigger when purchase order items are received.
Trigger when New Purchase Order Items Invoiced.
Trigger when Purchase Order Closed.
Action is the task that follows automatically within your Megaventory integrations.
Update an existing sales quote
Updates details of an existing sales order
Updates details of an existing purchase order
Get all inventory locations
Get list of all product suppliers
Get list of all sales order

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Megaventory and Moxie accounts to viaSocket. Once connected, you can set up a workflow where an event in Megaventory triggers actions in Moxie (or vice versa).
Absolutely. You can customize how Megaventory data is recorded in Moxie. This includes choosing which data fields go into which fields of Moxie, setting up custom formats, and filtering out unwanted information.
The data sync between Megaventory and Moxie 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 Moxie. 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.
Integrate with Megaventory to manage inventory, orders, and supply chain operations efficiently.
Learn MoreMoxie is a platform designed to enhance team collaboration and productivity by providing tools for effective communication and project management. It offers features such as task management, team chat, and file sharing to streamline workflows and improve team efficiency.
Learn More