Integrations Template To SOS Inventory
Template To + SOS Inventory

Connect Template To and SOS Inventory to Build Intelligent Automations

Choose a Trigger

Template To

When this happens...

Choose an Action

SOS Inventory

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Template

New Template

Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.

Request a new Trigger for Template To

Do thisActions

Action is the task that follows automatically within your Template To integrations.

Create File

Create File

Create a PDF from a TemplateTo template using the provided JSON data.

Create Template

Create Template

Create an existing template.

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 Template To

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Frequently Asked Questions

How do I start an integration between Template To and SOS Inventory?

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

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

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

How often does the data sync between Template To and SOS Inventory?

The data sync between Template To and SOS Inventory 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 Template To to SOS Inventory?

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 Template To and SOS Inventory?

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

Template To

About Template To

TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.

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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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