Connect involve.me and SOS Inventory to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings involve.me and SOS Inventory together. Build enterprise-grade automation in minutes.

Our most popular template

Add new involve.me submission completions as customers in SOS Inventory
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involve.me + SOS Inventory
Create sales orders in SOS Inventory for new completed submissions in involve.me
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involve.me + SOS Inventory

Add new involve.me submission completions as customers in SOS Inventory

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involve.me + SOS Inventory

Create sales orders in SOS Inventory for new completed submissions in involve.me

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involve.me + SOS Inventory

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate involve.me with SOS Inventory - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Completed Submission" from involve.me.

Add your action

An action happens after the trigger—such as "Create Customer" in SOS Inventory.

You’re connected!

Zapier seamlessly connects involve.me and SOS Inventory, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- involve.me Funnel
  Required
Trigger
Instant
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- Location
Trigger
Instant
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New Purchase Order
Triggers when a new purchase order is created.
Trigger
Polling
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New Sales Order
Triggers when a new sales order is created.
Trigger
Polling
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- 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

New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Customer
Triggers when a new customer is created.
Trigger
Polling
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New Sales Receipt
Triggers when a new sales receipt is created.
Trigger
Polling
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New Shipment
Triggers when a new shipment is created.
Trigger
Polling
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- 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

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect involve.me and SOS Inventory to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your involve.me to SOS Inventory integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About involve.me

involve.me is an interactive lead funnel builder for sales, marketing and HR teams, that use it to convert more visitors to qualified leads.

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Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About SOS Inventory

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

HelpHelp

Related categories

Sales & CRM

Connect involve.me and SOS Inventory to power AI-driven automation

Launch your first automated workflow

Add new involve.me submission completions as customers in SOS Inventory

Create sales orders in SOS Inventory for new completed submissions in involve.me

Add new involve.me submission completions as customers in SOS Inventory

Create sales orders in SOS Inventory for new completed submissions in involve.me

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect involve.me and SOS Inventory to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect involve.me to SOS Inventory on the world's largest no-code automation platform