Connect OnePage CRM and inflow-inventory to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for OnePage CRM
Choose an Action
Automatically do this!
- Request a new Action for inflow-inventory
Ready to use OnePage CRM and inflow-inventory automations
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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 OnePage CRM integrations.
Create Contact hold
Creates a new contact in OnePageCRM.
Create Call
Create a call
Create Deal
Create a new deal
Create Note
Create a new note
Create Action
Create a new action
Update Deal
Update a specific deal
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Frequently Asked Questions
To start, connect both your OnePage CRM and inflow-inventory accounts to viaSocket. Once connected, you can set up a workflow where an event in OnePage CRM triggers actions in inflow-inventory (or vice versa).
Absolutely. You can customize how OnePage CRM data is recorded in inflow-inventory. This includes choosing which data fields go into which fields of inflow-inventory, setting up custom formats, and filtering out unwanted information.
The data sync between OnePage CRM and inflow-inventory 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 OnePage CRM and inflow-inventory. 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 OnePage CRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
Learn MoreAbout 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.
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