Integrations SOS Inventory Wealthsimple
SOS Inventory + Wealthsimple

Connect SOS Inventory and Wealthsimple to Build Intelligent Automations

Choose a Trigger

SOS Inventory

When this happens...

Choose an Action

Wealthsimple

Automatically do this!

Enable Integrations or automations with these events of SOS Inventory and Wealthsimple

Enable Integrations or automations with these events of SOS Inventory and Wealthsimple

Actions

List Items

List Items

Get all existing items.

Create Customer

Create Customer

Creates a new customer.

Find Customer

Find Customer

Find a customer by name or email.

Find Sales Order

Find Sales Order

Find a Sales Order.

Request a new Action for SOS Inventory

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Frequently Asked Questions

How do I start an integration between SOS Inventory and Wealthsimple?

To start, connect both your SOS Inventory and Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in SOS Inventory triggers actions in Wealthsimple (or vice versa).

Can we customize how data from SOS Inventory is recorded in Wealthsimple?

Absolutely. You can customize how SOS Inventory data is recorded in Wealthsimple. This includes choosing which data fields go into which fields of Wealthsimple, setting up custom formats, and filtering out unwanted information.

How often does the data sync between SOS Inventory and Wealthsimple?

The data sync between SOS Inventory and Wealthsimple typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from SOS Inventory to Wealthsimple?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between SOS Inventory and Wealthsimple?

Yes, you can set conditional logic to control the flow of data between SOS Inventory and Wealthsimple. 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.

SOS Inventory

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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Wealthsimple

About Wealthsimple

Wealthsimple is a leading online investment management service that provides financial tools and advice to help individuals manage their investments and grow their wealth. With a focus on simplicity and transparency, Wealthsimple offers a range of services including automated investing, retirement planning, and personalized financial advice, making it accessible for both novice and experienced investors.

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