monday.com + SOS Inventory

Create new items in monday.com from new sales orders in SOS Inventory

When a new sales order comes in through the SOS Inventory app, this workflow will seamlessly create a new item on your monday.com platform. It simplifies your sales tracking process, saving you time spent on manual data input, and provides a streamlined method to manage your inventory and sales. Enjoy an efficient, automatic inventory system with this easy-to-use workflow.

When this happens...
New Sales Order
Triggers when a new sales order is created.
TriggerPolling
automatically do this!
Create Item
Create a new Item in a board
ActionWrite

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Supported triggers and actions

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 numberRequired
- Date/timeRequired
- CustomerRequired
- 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
- ItemRequired
- Description
- QuantityRequired
- Unit priceRequired
- Amount
Action
Write

- Customer name
- Email
Action
Search
- Board IDRequired
Trigger
Instant
Try It

- Board IDRequired
- Group Names to trigger on
Trigger
Instant
Try It
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
- Column IDRequired
Trigger
Instant
Try It
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Override empty fields
Action
Write
- Board IDRequired
- Column TitleRequired
- Column TypeRequired
Action
Write
- Board IDRequired
- Group ID
- Item NameRequired
- Subitem Name
Action
Write
- Item IDRequired
- BodyRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Subitem IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board IDRequired
- User :Required
Action
Search
- Board IDRequired
- Item IDRequired
- Column
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- User :Required
Action
Search

- 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
- NameRequired
- 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
Action
Write
- Order numberRequired
- Date/timeRequired
- CustomerRequired
- 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
- ItemRequired
- Description
- QuantityRequired
- Unit priceRequired
- Amount
Action
Write
- Search query
- Start date
- End date
Action
Search
- Item Created In Board Copy
- Board IDRequired
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Board IDRequired
- Column IDsRequired
Trigger
Instant
Try It
- Board IDRequired
- Column IDRequired
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
Action
Write
- Board NameRequired
- Board KindRequired
- Template Id
- Workspace Id
Action
Write
- Board IDRequired
- Group NameRequired
Action
Write
- Board IDRequired
- Item NameRequired
- Subitem NameRequired
Action
Write
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
Action
Write
- Board IDRequired
- Item IDRequired
- ColumnRequired
- FileRequired
- File NameRequired
Action
Write
- Board IDRequired
- Column to search inRequired
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- Item IDRequired
- ColumnRequired
Action
Search
- Board IDRequired
- Item IDRequired
Action
Search