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Salesforce + SOS Inventory

Create SOS Inventory sales orders from new Salesforce opportunities

Keep your prospect details up to date across platforms, with no added clicks or keystrokes. This integration automatically saves you from manual duplicate entry work by automatically generating a sales order in SOS Inventory whenever a new opportunity is created in SalesForce.

Keep your prospect details up to date across platforms, with no added clicks or keystrokes. This integration automatically saves you from manual duplicate entry work by automatically generating a sales order in SOS Inventory whenever a new opportunity is created in SalesForce.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    SOS InventorySOS Inventory
    Create Sales Order

    Creates a new sales order

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

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

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

Related categories