Connect SOS Inventory and Microsoft Word to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Created1
Triggers when a new Microsoft Word document is created.
New Document Created
Triggers when new document is created.
Do thisActions
Action is the task that follows automatically within your SOS Inventory integrations.
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 Document
Creates a new Microsoft Word document from a template or blank.
Get all documents
Get an all existing document.
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Frequently Asked Questions
To start, connect both your SOS Inventory and Microsoft Word accounts to viaSocket. Once connected, you can set up a workflow where an event in SOS Inventory triggers actions in Microsoft Word (or vice versa).
Absolutely. You can customize how SOS Inventory data is recorded in Microsoft Word. This includes choosing which data fields go into which fields of Microsoft Word, setting up custom formats, and filtering out unwanted information.
The data sync between SOS Inventory and Microsoft Word 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 Microsoft Word. 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 Microsoft Word
Microsoft Word is a powerful word processing application that allows users to create, edit, and format documents with ease. It offers a wide range of features including text formatting, spell check, and the ability to insert images and tables, making it an essential tool for both personal and professional document creation.
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