Connect SOS Inventory and Sanchay Crm to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SOS Inventory
Choose an Action
Automatically do this!
Add Contact
Create Lead
View Lead Contacts
Create Task
Create Product
Create New User
Insert or Update Data With Linking Module
Get Module Fields
Update Ticket
Ready to use SOS Inventory and Sanchay Crm automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Is Created
Runs when new lead is created
Ticket Is Updated
Runs when ticket is updated
Lead Is Updated
Runs when lead is updated
Contact Created
Runs when contact 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.
Add Contact
Create a new contact
Create Lead
Create a lead and set followup
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Frequently Asked Questions
To start, connect both your SOS Inventory and Sanchay Crm accounts to viaSocket. Once connected, you can set up a workflow where an event in SOS Inventory triggers actions in Sanchay Crm (or vice versa).
Absolutely. You can customize how SOS Inventory data is recorded in Sanchay Crm. This includes choosing which data fields go into which fields of Sanchay Crm, setting up custom formats, and filtering out unwanted information.
The data sync between SOS Inventory and Sanchay Crm 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 Sanchay Crm. 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.
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