Connect SOS Inventory and TemplateDocs to Build Intelligent Automations
Enable Integrations or automations with these events of SOS Inventory and TemplateDocs
Enable Integrations or automations with these events of SOS Inventory and TemplateDocs
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.
Generate Document From Template
Create a document from a template using the data you provide.
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Frequently Asked Questions
To start, connect both your SOS Inventory and TemplateDocs accounts to viaSocket. Once connected, you can set up a workflow where an event in SOS Inventory triggers actions in TemplateDocs (or vice versa).
Absolutely. You can customize how SOS Inventory data is recorded in TemplateDocs. This includes choosing which data fields go into which fields of TemplateDocs, setting up custom formats, and filtering out unwanted information.
The data sync between SOS Inventory and TemplateDocs 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 TemplateDocs. 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 TemplateDocs
TemplateDocs offers a comprehensive platform for creating, managing, and sharing document templates. Ideal for businesses and individuals looking to streamline their document creation process, TemplateDocs provides a wide range of customizable templates for various needs.
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