Tip: when you are prompted to create a new Low Stock Product you can simply change the alert level for a product in the On-Hand Inventory and Alerts page.

InstantNew Client

Triggers when a new Client is created.

InstantNew Discount

Triggers when a new Discount is created.

InstantNew Goods Transfer

Triggers when a new Goods Transfer Document is created.

InstantNew Pricing Rule

Triggers when a new pricing rule is created.

InstantNew Supplier

Triggers when a new Supplier is created.

InstantNew Work Order

Triggers when a new Work Order is created.

InstantApprove Purchase Order

Triggers when a Purchase Order gets Approved

InstantClose Purchase Order

Triggers when a Purchase Order is closed

InstantReceive Purchase Order Items

Triggers when Purchase Order items are received

InstantRevert Purchase Order to Pending

Triggers when a Purchase Order is reverted to Pending

InstantApprove Sales Order

Triggers when a Sales Order gets Approved

InstantClose Sales Order

Triggers when a Sales Order is closed.

InstantShip Sales Order Items

Triggers when a Sales Order's items are shipped (either partially or fully)

InstantRevert Sales Order to Pending

Triggers when a Sales Order is reverted to Pending

InstantApprove Sales Quote

Triggers when a Sales Quote is approved

InstantClose Sales Quote

Triggers when a Sales Quote is closed

InstantUpdate Sales Quote

Triggers when a Sales Quote is updated

InstantUpdate Client

Triggers when a Client is updated.

InstantUpdate Discount

Triggers when a Discount is Updated.

InstantUpdate Inventory Location

Triggers when an Inventory Location is updated.

InstantUpdate Product

Triggers when a Product is Updated.

InstantUpdate Tax

Triggers when a Tax is updated.

InstantNew Purchase Order

Triggers when a Purchase Order is created in Pending state.

InstantDelete Category

Triggers when a Category is deleted.

InstantDelete Currency

Triggers when a Currency is Deleted.

InstantDelete Document Type

Triggers when a Document Type gets deleted.

InstantDelete Pricing Rule

Triggers when a Pricing Rule is deleted.

InstantDelete Supplier

Triggers when a Supplier is deleted.

InstantApprove Document

Triggers when a Document gets approved

InstantDelete Document

Triggers when a Document is deleted

InstantUpdate Document

Triggers when a Document gets updated

InstantCancel Goods Transfer

Triggers when a Goods Transfer is cancelled

InstantDelete Goods Transfer

Triggers when a Goods Transfer is deleted

InstantShip Goods Transfer Items

Triggers when Goods Transfer items are shipped

InstantUpdate Goods Transfer

Triggers when a Goods Tranfer is updated

InstantNew Category

Triggers when a new Category is created.

InstantNew Currency

Triggers when a new Currency is Created.

InstantNew Document Type

Triggers when a new Document Type gets inserted.

InstantNew Inventory Location

Triggers when a new Inventory Location is created.

InstantNew Sales Quote

Triggers when a new Sales Quote is created

InstantNew Tax

Triggers when a new Tax is created.

InstantNew Product

Triggers when a new Product is created.

InstantCancel Purchase Order

Triggers when a Purchase Order is cancelled

InstantInvoice Purchase Order Items

Triggers when a Purchase Order's items are invoiced (either partially or fully)

InstantReopen Purchase Order

Triggers when a Purchase Order is reopened

InstantUpdate Purchase Order

Triggers when a Purchase Order is updated

InstantCancel Sales Order

Triggers when a Sales Order is Cancelled

InstantInvoice Sales Order Items

Triggers when a Sales Order's items are invoiced (either partially or fully)

InstantReopen Sales Order

Triggers when a Sales Order is Reopened

Instant Update Sales Order

Triggers when a Sales Order is Updated

InstantCancel Sales Quote

Triggers when a Sales Quote is cancelled

InstantRevert Sales Quote to Pending

Triggers when a Sales Quote is reverted to Pending

InstantUpdate Category

Triggers when a Category is Updated.

InstantUpdate Currency

Triggers when a Currency is updated.

InstantUpdate Document Type

Triggers when a Document Type gets Updated.

InstantUpdate Pricing Rule

Triggers when a Pricing Rule is updated.

InstantUpdate Supplier

Triggers when a Supplier is updated.

Actions

Insert or Update a Client

Creates or updates a new Client.

Insert or Update a Supplier

Creates or updates a Supplier.

Insert a New Discount

Creates a new Discount.

Update a Document

Updates an already existing Document

Insert a Product Category

Creates a new Product Category.

Update a Purchase Order

Updates an already existing Purchase Order

Update a Sales Order

Updates an already existing Sales Order

Update a Sales Quote

Updates an already existing Sales Quote

Insert a Work Order

Creates a new Work Order.

Insert or Update a Product

Creates or Updates a Product.

Insert a New Currency

Creates a new Currency.

Insert a Document

Creates a new Document

Insert a New Inventory Location

Creates a New Inventory Location.

Insert a Purchase Order

Creates a new Purchase Order

Insert a Sales Order

Creates a new Sales Order

Insert a Sales Quote

Creates a new Sales Quote

Insert a New Tax

Creates a new Tax.

Searches

Find Client by Id

Finds an existing client by the Client ID.

Find Product by SKU

Finds an existing product by the SKU.

Find Currency by Id

Finds currency by Id.

Find Discount by Name

Finds an existing Discount from the Discount Name.

Find Document by Document Type ID and No

Finds an existing document by the Document Type ID and Document No.

Find Inventory Location by Name

Finds an existing Inventory Location by Name.

Find Product Category by Id

Finds an existing Product Category by the ID.

Find Product by ID

Finds an existing product by ID.

Find Purchase Order by No

Finds an existing Purchase Order

Find Sales Order by No

Finds an existing Sales Order by No

Find Sales Quote by No

Finds An Existing Sales Quote by No

Find Shipping Provider by Name

Finds an existing Shipping provider from the Shipping Provider Name.

Find Supplier by Name

Finds an existing supplier by the Supplier Name.

Find Tax by Name

Finds an existing tax by the tax name.

Find Work Order by No

Finds an existing Work Order by No.

Find Client by Name

Finds an existing client by the Client Name.

Find Currency by Code

Finds Currency by Code.

Find Discount by Id

Finds existing Discount from Id.

Find Document by Id

Finds an existing Document by Id

Find Inventory Location by Id

Finds an existing location by Id.

Find Pricing Rule by Id

Finds an existing Pricing Rule by ID

Find Product Category by Name

Finds an existing Product Category by name.

Find Purchase Order by Id

Finds An Existing Purchase Order

Find Sales Order by Id

Finds an existing Sales Order by ID

Find Sales Quote by Id

Finds an existing Sales Quote by Id

Find Shipping Provider by Id

Finds an existing Shipping Provider by the Shipping Provider Id.

Find Supplier by Id

Finds an existing supplier by the Supplier ID.

Find Tax by ID

Finds an existing Tax from the Tax Id.

Find Work Order by ID

Finds an existing Work Order by ID.

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