Connect SOS Inventory and Crystal Ball to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SOS Inventory
Choose an Action
Automatically do this!
List Annotations
Create Annotation in Crystal Ball
Delete Annotation
Change Annotation
Enable Integrations or automations with these events of SOS Inventory and Crystal Ball
Enable Integrations or automations with these events of SOS Inventory and Crystal Ball
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.
List Annotations
List of all available Annotations in the cluster.
Create Annotation in Crystal Ball
Add an annotation in your account for an event.
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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
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Frequently Asked Questions
To start, connect both your SOS Inventory and Crystal Ball accounts to viaSocket. Once connected, you can set up a workflow where an event in SOS Inventory triggers actions in Crystal Ball (or vice versa).
Absolutely. You can customize how SOS Inventory data is recorded in Crystal Ball. This includes choosing which data fields go into which fields of Crystal Ball, setting up custom formats, and filtering out unwanted information.
The data sync between SOS Inventory and Crystal Ball 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 Crystal Ball. 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 Crystal Ball
Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.
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