
When this happens...
New Lead Is Added
Lead Updated

Automatically do this!
Update Sales Quote
Update Sales Order
Update Purchase Order
Get Inventory Locations
Get Product Suppliers
Get Sales Orders
Find Inventory Location by ID
Find Supplier/Client by ID
Find Client/Supplier by Name
Get Currencies
Find Currency by Code
Find Currency by ID
Find Discount by ID
Find Discount by Name
Get Documents
Find Document by ID
Find Inventory Location by Name
Find Product by ID
Find Product by SKU
Find a Product Category
Find Product Category by ID
Find Document
Find Purchase Order by ID
Find Purchase Order by Number
Find Sales Order by ID
Find Tax by ID
Find Tax by Name
Find Sales Order by No.
Find Sales Quote by ID
Find Sales Quote by No.
Find Shipping Provider by Name
Find Work Order by ID
Find Pricing Rule by ID
Insert New Currency
Insert New Discount
Insert New Inventory Location
Insert New Tax
Insert a Product
Insert Supplier/Client
Insert Sales Order
Insert Purchase Order
Insert Sales Quote
Insert Shipping Provider
Insert Document
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new lead is added
Triggers when a lead updates
Triggers when a new Product is created.
Triggers when a new Purchase Order is created in Pending state.
Triggers when a Purchase Order is Approved.
Trigger when purchase order items are received.
Action is the task that follows automatically within your Sukam Apps CRM integrations.
Add a new lead to your CRM
Add contact/lead with fields
Create account/lead record
Create a new support ticket
Create opportunity record
Update an existing sales quote
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To start, connect both your Sukam Apps CRM and Megaventory accounts to viaSocket. Once connected, you can set up a workflow where an event in Sukam Apps CRM triggers actions in Megaventory (or vice versa).
Absolutely. You can customize how Sukam Apps CRM data is recorded in Megaventory. This includes choosing which data fields go into which fields of Megaventory, setting up custom formats, and filtering out unwanted information.
The data sync between Sukam Apps CRM and Megaventory 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 Sukam Apps CRM and Megaventory. 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.
Sukam Apps CRM is an easy and powerful software designed to help your business grow. It is AI-powered and fully cloud-based, meaning you can manage your work from anywhere. Its main goal is to bring your Sales, Marketing, and Customer Support together in one place. With its advanced features, you can build stronger relationships with your customers, speed up your workflow, and boost your team's productivity. With Sukam Apps CRM, you can organize your business and run it the smart way.
Learn MoreIntegrate with Megaventory to manage inventory, orders, and supply chain operations efficiently.
Learn More