Connect SOS Inventory and myphoner to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SOS Inventory
Choose an Action
Automatically do this!
Create Lead
Mark Lead as Winner
Mark Lead as Lost
Schedule Callback
Find or Create Lead
Enable Integrations or automations with these events of SOS Inventory and myphoner
Enable Integrations or automations with these events of SOS Inventory and myphoner
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 Lead
Create a new lead in the selected Myphoner list with contact and profile details.
Mark Lead as Winner
Mark a selected Myphoner lead as a winner. Optionally add an internal comment, assign a category, schedule a callback, or set a follow-up date.
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Frequently Asked Questions
To start, connect both your SOS Inventory and myphoner accounts to viaSocket. Once connected, you can set up a workflow where an event in SOS Inventory triggers actions in myphoner (or vice versa).
Absolutely. You can customize how SOS Inventory data is recorded in myphoner. This includes choosing which data fields go into which fields of myphoner, setting up custom formats, and filtering out unwanted information.
The data sync between SOS Inventory and myphoner 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 myphoner. 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 myphoner
Myphoner is a cold calling tool used for lead management and lead tracking, with the focus of creating a superior workflow for the sales agent.
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