Freedcamp + SOS Inventory

Freedcamp + SOS Inventory integrations

Create new Freedcamp projects from new SOS Inventory customers

Streamline your project management process with this efficient workflow. Whenever there's a new customer in SOS Inventory, it initiates the creation of a project in Freedcamp. This automation ensures every new client in your inventory system becomes a project in your management tool, saving you the time of manual data entry and ensuring consistent record-keeping across platforms.

When this happens...
New CustomerTriggers when a new customer is created.
TriggerPolling
automatically do this!
Create ProjectCreates a new project in a project group.
ActionWrite

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More things you can do with SOS Inventory and Freedcamp

Discover other triggers and actions you can use with SOS Inventory and Freedcamp

New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Sales Receipt
Triggers when a new sales receipt is created.
Trigger
Polling
Try It
New Shipment
Triggers when a new shipment is created.
Trigger
Polling
Try It
- Order number
  Required
- Date/time
  Required
- Customer
  Required
- Create customer if not found in SOS Inventory
- Location
- Billing company
- Billing contact
- Billing phone
- Billing email
- Billing address line 1
- Billing address line 2
- Billing address line 3
- Billing address line 4
- Billing address line 5
- Billing address city
- Billing address state/province
- Billing address postal code
- Billing address country
- Shipping company
- Shipping contact
- Shipping phone
- Shipping email
- Shipping address line 1
- Shipping address line 2
- Shipping address line 3
- Shipping address line 4
- Shipping address line 5
- Shipping address city
- Shipping address state/province
- Shipping address postal code
- Shipping address country
- Comment
- Terms
- Channel
- Priority
- Item
  Required
- Description
- Quantity
  Required
- Unit price
  Required
- Amount
Action
Write

- Customer name
- Email
Action
Search
- Project
- Task
- Ignore My Comments
- Project Group
  Required
Trigger
Instant
Try It

- Project
- Ignore Assignments Made by Me
- Project Group
Trigger
Instant
Try It
- Project Group
- Project
- Task
  Required
- Description
  Required
- Attachment
Action
Write
- Project
  Required
Action
Write
- Project Group
  Required
- Project Name
  Required
- Description
- Invite With Email
Action
Write
Show Projects
Show list of all projects
Action
Write
- Project Group
- Project
- Task Title
  Required
- Task Id
  Required
- Due Date
- Task List
- Start Date
- Assigned To
- Priority
- Status
- Task Description
Action
Write

- Location
Trigger
Instant
Try It
New Purchase Order
Triggers when a new purchase order is created.
Trigger
Polling
Try It
New Sales Order
Triggers when a new sales order is created.
Trigger
Polling
Try It
- Name
  Required
- Email address
  Required
- 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
Action
Write
- Order number
  Required
- Date/time
  Required
- Customer
  Required
- Create customer if not found in SOS Inventory
- Location
- Billing company
- Billing contact
- Billing phone
- Billing email
- Billing address line 1
- Billing address line 2
- Billing address line 3
- Billing address line 4
- Billing address line 5
- Billing address city
- Billing address state/province
- Billing address postal code
- Billing address country
- Shipping company
- Shipping contact
- Shipping phone
- Shipping email
- Shipping address line 1
- Shipping address line 2
- Shipping address line 3
- Shipping address line 4
- Shipping address line 5
- Shipping address city
- Shipping address state/province
- Shipping address postal code
- Shipping address country
- Comment
- Terms
- Channel
- Priority
- Item
  Required
- Description
- Quantity
  Required
- Unit price
  Required
- Amount
Action
Write
- Search query
- Start date
- End date
Action
Search
- Ignore Projects Created by Me
- Project Group
Trigger
Instant
Try It
- Project
- Ignore Completed by Me
- Project Group
Trigger
Instant
Try It
- Project Group
- Project
- Discussion
  Required
- Description
  Required
- Attachment
Action
Write
Notifications
Get a list of your notifications
Action
Write
Session
Get your current session
Action
Write
- Project Group
  Required
- Project
  Required
- Task List
- Task Title
  Required
- Priority
  Required
- Description
- Start Date
- Due Date
- Assigned To
- Attachment
- Subtasks
Action
Write

About Freedcamp

Freedcamp is a project management tool equipt with all the tools you need to work with your team and organize any project.

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Related categories

Project Management

About SOS Inventory

SOS Inventory is an app that tracks inventory, provides order management and manufacturing tracking and integrates with QuickBooks online.

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM

Related Zap Templates

Create tasks in Freedcamp for new sales orders in SOS Inventory

Create tasks in Freedcamp for new shipments in SOS Inventory