
When this happens...

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.
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.
Trigger when New Purchase Order Items Invoiced.
Trigger when Purchase Order Closed.
Action is the task that follows automatically within your Wbiztool integrations.
Send customized transctional WhatsApp message from your personal WhatsApp account with any trigger.
Send Image WhatsApp message from your personal WhatsApp account with any trigger.
Send transctional text WhatsApp message from your personal WhatsApp account with any trigger.
Send Pdf WhatsApp message from your personal WhatsApp account with any trigger.
Update an existing sales quote
Updates details of an existing sales order

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Wbiztool and Megaventory accounts to viaSocket. Once connected, you can set up a workflow where an event in Wbiztool triggers actions in Megaventory (or vice versa).
Absolutely. You can customize how Wbiztool 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 Wbiztool 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 Wbiztool 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.
Wbiz Tool is a comprehensive platform designed to streamline business operations and enhance productivity through a suite of tools tailored for small to medium-sized enterprises. It offers solutions for project management, team collaboration, and workflow automation, enabling businesses to optimize their processes and achieve their goals efficiently.
Learn MoreIntegrate with Megaventory to manage inventory, orders, and supply chain operations efficiently.
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