Connect Zenventory and Personal Capital to Build Intelligent Automations
Enable Integrations or automations with these events of Zenventory and Personal Capital
Enable Integrations or automations with these events of Zenventory and Personal Capital
Triggers
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.
Actions
Create a New Item
Create a new item.
Create a Customer Order
Creates a new customer order.
Create a Purchase Order
Creates a new purchase order.
Update a Customer Order
Update a single customer order.
Update a Purchase Order
Update a single purchase order. The purchase order must still be a draft.
Update an Item
Upadte an existing item.
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Frequently Asked Questions
To start, connect both your Zenventory and Personal Capital accounts to viaSocket. Once connected, you can set up a workflow where an event in Zenventory triggers actions in Personal Capital (or vice versa).
Absolutely. You can customize how Zenventory data is recorded in Personal Capital. This includes choosing which data fields go into which fields of Personal Capital, setting up custom formats, and filtering out unwanted information.
The data sync between Zenventory and Personal Capital 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 Personal Capital. 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.
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About Personal Capital
Personal Capital is a financial management platform that offers tools for tracking and managing personal finances, investments, and retirement planning. It provides users with insights into their financial health and helps them make informed decisions about their financial future.
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