Connect SOS Inventory and Finaeo to Build Intelligent Automations

Choose a Trigger

SOS Inventory

When this happens...

Choose an Action

Finaeo

Automatically do this!

Enable Integrations or automations with these events of SOS Inventory and Finaeo

Enable Integrations or automations with these events of SOS Inventory and Finaeo

Actions

List Items

List Items

Get all existing items.

Create Customer

Create Customer

Creates a new customer.

Find Customer

Find Customer

Find a customer by name or email.

Find Sales Order

Find Sales Order

Find a Sales Order.

Request a new Action for SOS Inventory

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Frequently Asked Questions

How do I start an integration between SOS Inventory and Finaeo?

To start, connect both your SOS Inventory and Finaeo accounts to viaSocket. Once connected, you can set up a workflow where an event in SOS Inventory triggers actions in Finaeo (or vice versa).

Can we customize how data from SOS Inventory is recorded in Finaeo?

Absolutely. You can customize how SOS Inventory data is recorded in Finaeo. This includes choosing which data fields go into which fields of Finaeo, setting up custom formats, and filtering out unwanted information.

How often does the data sync between SOS Inventory and Finaeo?

The data sync between SOS Inventory and Finaeo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from SOS Inventory to Finaeo?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between SOS Inventory and Finaeo?

Yes, you can set conditional logic to control the flow of data between SOS Inventory and Finaeo. 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.

SOS Inventory

About SOS Inventory

SOS Inventory is an app that tracks inventory, provides order management and manufacturing tracking and integrates with QuickBooks online.

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Finaeo

About Finaeo

Finaeo is a digital marketplace empowering independent life and health insurance brokers to increase efficiency and take clients from prospect-to-policy.

Learn More