monday.com + SOS Inventory

Create items in monday.com for new invoices in SOS Inventory

Streamline your invoicing process with this tailored workflow. Whenever a new invoice is created in SOS Inventory, an item will be swiftly created in your monday.com board. This minimizes manual data entry, ensuring that your inventory information is up-to-date and maximizes productivity within your business operations. Give your team an efficient path to manage and track invoices.

Streamline your invoicing process with this tailored workflow. Whenever a new invoice is created in SOS Inventory, an item will be swiftly created in your monday.com board. This minimizes manual data entry, ensuring that your inventory information is up-to-date and maximizes productivity within your business operations. Give your team an efficient path to manage and track invoices.

  1. When this happens...
    SOS InventorySOS Inventory
    New Invoice

    Triggers when a new invoice is created.

    TriggerScheduled
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

What does this mean?
  • SOS Inventory triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    Try It
  • SOS Inventory triggers, actions, and search

    New Customer

    Triggers when a new customer is created.

    Trigger
    Scheduled
    Try It
  • SOS Inventory triggers, actions, and search

    New Sales Receipt

    Triggers when a new sales receipt is created.

    Trigger
    Scheduled
    Try It
  • SOS Inventory triggers, actions, and search

    New Shipment

    Triggers when a new shipment is created.

    Trigger
    Scheduled
    Try It
    • Location

    Trigger
    Instant
    Try It
  • SOS Inventory triggers, actions, and search

    New Purchase Order

    Triggers when a new purchase order is created.

    Trigger
    Scheduled
    Try It
  • SOS Inventory triggers, actions, and search

    New Sales Order

    Triggers when a new sales order is created.

    Trigger
    Scheduled
    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
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Help

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  • Project Management

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sos-inventory logo
sos-inventory logo

About SOS Inventory

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

Related categories

  • Sales & CRM