Connect Zenventory and Copilot to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Order
New Item Created
New Purchase Order
Customer Order Updated
New Transfer Order
Item Updated
Choose an Action
Automatically do this!
Create Client
Create Company
Create Message Channel
Create Link
Create Folder
Create File
Create Note
Update a Note
Update Client
Update Company
Send a Message
Request Form Responses
Ready to use Zenventory and Copilot automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Order
Triggers when a new customer order is created.
New Item Created
Triggers when a new item is created.
New Purchase Order
Triggers when a new purchase order is created.
Customer Order Updated
Triggers when a customer order is updated.
New Transfer Order
Triggers when a new transfer order is created.
Item Updated
Triggers when an item is updated.
Do thisActions
Action is the task that follows automatically within your Zenventory integrations.
Create New Item
Create a new inventory item.
Create a Customer Order
Creates a new customer order.
Create Purchase Order
Create a new purchase order.
Update Purchase Order
Update a single purchase order that is still a draft.
Update Item
Update an existing inventory item.
Create Client
Creates a new client.
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Frequently Asked Questions
To start, connect both your Zenventory and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Zenventory triggers actions in Copilot (or vice versa).
Absolutely. You can customize how Zenventory data is recorded in Copilot. This includes choosing which data fields go into which fields of Copilot, setting up custom formats, and filtering out unwanted information.
The data sync between Zenventory and Copilot 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 Zenventory and Copilot. 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 Zenventory
Zenventory is a robust web-based inventory management system for small to medium-sized businesses. It helps manage inventory, orders, and suppliers, integrating with popular shipping and e-commerce platforms to streamline operations.
Learn MoreAbout Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
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