ClickUp + SOS Inventory
Create tasks in ClickUp for new sales orders in SOS Inventory
Keep your project management in sync with your sales effort by using this workflow. Whenever a new Sales Order comes in via SOS Inventory, it will automatically create a Task in your ClickUp app. That way, every sales milestone can be seamlessly translated into actionable tasks for your team. A perfect solution for efficiently bridging your sales and project management strategies.
Keep your project management in sync with your sales effort by using this workflow. Whenever a new Sales Order comes in via SOS Inventory, it will automatically create a Task in your ClickUp app. That way, every sales milestone can be seamlessly translated into actionable tasks for your team. A perfect solution for efficiently bridging your sales and project management strategies.
- When this happens...New Sales Order
Triggers when a new sales order is created.
- automatically do this!Create Task
Creates a new task.
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New Invoice
Triggers when a new invoice is created.
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Sales Receipt
Triggers when a new sales receipt is created.
Try ItNew Shipment
Triggers when a new shipment is created.
Try It
Location
Try ItNew Purchase Order
Triggers when a new purchase order is created.
Try ItNew Sales Order
Triggers when a new sales order is created.
Try ItNameRequired
Email addressRequired
Website
Phone
Alternate phone number
Fax number
Company name
Billing line 1
Billing line 2
Billing line 3
Billing line 4
Billing line 5
Billing city
Billing state or province
Billing postal code
Billing country
Shipping line 1
Shipping line 2
Shipping line 3
Shipping line 4
Shipping line 5
Shipping city
Shipping state or province
Shipping postal code
Shipping country
Customer notes
Parent customer
Terms
Payment method
