Connect SOS Inventory and BoldDesk to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SOS Inventory
Choose an Action
Automatically do this!
Create Ticket
Update Ticket
Create Contact
Create Contact Group
Create Ticket Note
Create Ticket Reply
Update Contact
Update Contact Group
List Activity
List Webhooks
Enable Integrations or automations with these events of SOS Inventory and BoldDesk
Enable Integrations or automations with these events of SOS Inventory and BoldDesk
Actions
List Items
Get all existing items.
Create Customer
Creates a new customer.
Find Customer
Find a customer by name or email.
Find Sales Order
Find a Sales Order.
Create Ticket
Creates a new support ticket in BoldDesk.
Update Ticket
Updates an existing support ticket with new information.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your SOS Inventory and BoldDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in SOS Inventory triggers actions in BoldDesk (or vice versa).
Absolutely. You can customize how SOS Inventory data is recorded in BoldDesk. This includes choosing which data fields go into which fields of BoldDesk, setting up custom formats, and filtering out unwanted information.
The data sync between SOS Inventory and BoldDesk 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 SOS Inventory and BoldDesk. 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 SOS Inventory
SOS Inventory is an app that tracks inventory, provides order management and manufacturing tracking and integrates with QuickBooks online.
Learn MoreAbout BoldDesk
BoldDesk is a comprehensive help desk and customer support software designed to streamline and enhance the customer service experience. It offers a range of features including ticket management, automation, and reporting to help businesses efficiently manage customer inquiries and support requests.
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