
When this happens...
New Customer Order
New Item Created
New Purchase Order
Customer Order Updated
New Transfer Order
Item Updated

Automatically do this!
Update a Company
Stop Sequence Enrollment
Create product in a Catalog
Update product in a Catalog
Find a Task
Create a Lead
Create a Note
Find a Person
Find a Lead
Find a Contact
Find a Deal Stage
Find a User
Find a Product in Catalog
Find a Deal Source
Find a Deal
Find a Company
Create a Person
Create a Company
Create a Task
Create a Deal
Update a Person
Update a Deal
Update a Lead
Retrieve All Contacts
Retrieve All Custom Fields
Retrieve All Deal Sources
Retrieve All Deals
Retrieve All Lead Conversions
Retrieve All Lead Sources
Retrieve All Lead Unqualified Reasons
Retrieve All Lead
Retrieve All Notes
Retrieve All Orders
Retrieve All Pipelines
Retrieve All Products
Retrieve All Tags
Retrieve All Tasks
Retrieve All Users
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new customer order is created.
Triggers when a new item is created.
Triggers when a new purchase order is created.
Triggers when a customer order is updated.
Triggers when a new transfer order is created.
Triggers when an item is updated.
Action is the task that follows automatically within your Zenventory integrations.
Create a new item.
Creates a new customer order.
Creates a new purchase order.
Update a single customer order.
Update a single purchase order. The purchase order must still be a draft.
Upadte an existing item.

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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 Zenventory and Zendesk Sell accounts to viaSocket. Once connected, you can set up a workflow where an event in Zenventory triggers actions in Zendesk Sell (or vice versa).
Absolutely. You can customize how Zenventory data is recorded in Zendesk Sell. This includes choosing which data fields go into which fields of Zendesk Sell, setting up custom formats, and filtering out unwanted information.
The data sync between Zenventory and Zendesk Sell 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 Zendesk Sell. 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.
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 MoreElevate your sales process with Zendesk Sell, a powerful sales automation and CRM platform designed to help you close deals faster and build stronger customer relationships.
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