Create sales orders in SOS Inventory for new jobs in ServiceTrade
Boost your productivity and streamline your processes with this intuitive workflow. When a new job arises in ServiceTrade, it swiftly catalyzes the creation of a corresponding Sales Order within SOS Inventory, reducing time, limiting errors, and keeping your sales data up-to-date. By harnessing the power of automation, you can ensure consistent and efficient sales management across your business platforms.
Boost your productivity and streamline your processes with this intuitive workflow. When a new job arises in ServiceTrade, it swiftly catalyzes the creation of a corresponding Sales Order within SOS Inventory, reducing time, limiting errors, and keeping your sales data up-to-date. By harnessing the power of automation, you can ensure consistent and efficient sales management across your business platforms.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create Sales Order
Creates a new sales order
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New Attachment
Triggers when a new attachment is created.
Try ItNew Comment
Triggers when a new comment is added to a company, deficiency, invoice, job, location, or quote. (Note: The trigger test will only check for job comments.)
Try ItNew Contact
Triggers when a new contact is created.
Try ItNew Invoice
Triggers when a new invoice is created.
Try It