Connect SOS Inventory and NextLead to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SOS Inventory
Choose an Action
Automatically do this!
Create Contact
Create a sale
Create lead structure
Delete Contact
Delete a sales deal
Delete Structure
Update Lead
Update contact
Update sale
Find Contact
Ready to use SOS Inventory and NextLead automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Added to List
Triggers when a contact is added to a NextLead mailing list and returns the contact event and list details. Supports optional filters by list ID, minimum lead score, and comment.
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 Contact
Creates a new lead.
Create a sale
Create a new sale with the details you provide.
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Frequently Asked Questions
To start, connect both your SOS Inventory and NextLead accounts to viaSocket. Once connected, you can set up a workflow where an event in SOS Inventory triggers actions in NextLead (or vice versa).
Absolutely. You can customize how SOS Inventory data is recorded in NextLead. This includes choosing which data fields go into which fields of NextLead, setting up custom formats, and filtering out unwanted information.
The data sync between SOS Inventory and NextLead 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 NextLead. 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 NextLead
NextLead is a cutting-edge platform designed to streamline and enhance lead generation and management processes. It offers tools and features that help businesses capture, track, and convert leads efficiently, ensuring a seamless transition from prospect to customer.
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