Connect Megaventory and Plumsail Documents 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!
Add WaterMark
Protect PDF document
Compress PDF Document
Extract text from PDF
Convert Any to PDF
Convert Image to PDF
Merge DOCX Files
Merge Any Files Into PDF
Merge XLSX Files
Convert PDF to Image
Email to PDF
Start Process
Convert PDF to Text
Ready to use Megaventory and Plumsail Documents automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your Megaventory integrations.
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 Plumsail Documents accounts to viaSocket. Once connected, you can set up a workflow where an event in Megaventory triggers actions in Plumsail Documents (or vice versa).
Absolutely. You can customize how Megaventory data is recorded in Plumsail Documents. This includes choosing which data fields go into which fields of Plumsail Documents, setting up custom formats, and filtering out unwanted information.
The data sync between Megaventory and Plumsail Documents 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 Plumsail Documents. 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 Plumsail Documents
Plumsail Documents is a document automation platform that helps businesses generate, manage, and process documents more efficiently. It integrates seamlessly with Microsoft 365 and SharePoint, allowing organizations to automate the creation of documents from templates, including DOCX, PDF, and XLSX formats.
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