Connect Cin7 Core Inventory and Overloop.ai

Both apps 48Cin7 Core Inventory 29Overloop.ai 19

• Trigger
  New Customer / Updated Customer

  Triggers when a customer is created or updated in Cin7 Core.

• Trigger
  New Payment

  Triggers when a payment is added to a sale (its paid amount changes).

• Trigger
  New Product / Updated Product

  Triggers when a product is created or updated in Cin7 Core.

• Trigger
  New Purchase / Updated Purchase

  Triggers when a purchase is created or updated in Cin7 Core.

• Trigger
  New Sale

  Triggers when a new sale is created in Cin7 Core.

• Trigger
  New Supplier / Updated Supplier

  Triggers when a supplier is created or updated in Cin7 Core.

• Trigger
  Sale Credit Note Authorised

  Triggers when a sale credit note is authorised.

• Trigger
  Sale Fulfilment Update

  Triggers when a sale's pick, pack or ship status changes.

• Trigger
  Sale Invoice Authorised

  Triggers when a sale becomes fully invoiced.

• Trigger
  Sale Shipment Tracking Number Changed

  Triggers when a sale's shipment tracking numbers change.

• Trigger
  Sale Status Change

  Triggers when a sale's status changes in Cin7 Core.

• Trigger
  Sale Voided/Undone

  Triggers when a sale is voided.

• Trigger
  Stock Level Update

  Triggers when a product's stock level at a location changes.

• Action
  Add Sale Attachment

  Attaches a file to a sale.

• Action
  Create Customer

  Creates a new customer in Cin7 Core.

• Action
  Create Product

  Creates a new product in Cin7 Core.

• Action
  Create Supplier

  Creates a new supplier in Cin7 Core.

• Action
  Find a Customer

  Finds customers by name, ID or contact.

• Action
  Find an Assembly

  Finds assemblies (finished goods tasks) by status, search text or sale.

• Action
  Find a Product

  Finds products by name, SKU or ID.

• Action
  Find a Products Availability

  Returns on-hand, allocated and available stock for products, per location.

• Action
  Find a Sale

  Returns one sale by its ID, with its order, invoices and fulfilments.

• Action
  Find a Sale Credit Note

  Returns a sale's credit notes.

• Action
  Find a Sale Extended

  Finds sales by order number, customer, invoice number, reference, credit note number or status.

• Action
  Find a Sale Fulfilment

  Returns a sale's fulfilments with their pick, pack and ship details.

• Action
  Find a Sale Invoice

  Returns a sale's invoices.

• Action
  Find a Sale Payments

  Returns the payments and refunds recorded on a sale.

• Action
  Update Product

  Updates an existing product in Cin7 Core.

• Action
  Update Supplier

  Updates an existing supplier in Cin7 Core.

• Trigger
  List Created

  Triggers when a new list is created in Overloop.ai.

• Trigger
  New Exclusion List Item

  Triggers when a new email address or domain is added to your Overloop exclusion list.

• Action
  Add list

  Creates a new prospect or organization list in Overloop.

• Action
  Add Prospect to Campaign

  Adds a prospect to an Overloop campaign by enrolling them in it, optionally at a specific step or start time. Returns the new enrollment.

• Action
  Create Organization

  Creates a new organization in Overloop.ai with its name, contact details, address, lists and any custom fields.

• Action
  Create Prospect

  Creates a new prospect in Overloop.ai with contact details, lists, owner, organization and any custom fields, and returns the created prospect.

• Action
  Delete list

  Permanently deletes a list in Overloop. Prospects that were in the list are kept.

• Action
  Delete organization

  Permanently deletes an organization in Overloop.ai. This cannot be undone.

• Action
  Delete prospect

  Permanently deletes a prospect from Overloop.ai, along with all of its history (messages, replies). This cannot be undone.

• Action
  Enroll Prospect

  Enrolls a prospect into an Overloop campaign or prospect-based workflow, optionally at a specific step or start time.

• Action
  Exclude Prospect

  Excludes a prospect from all future outreach by adding their email address (or their whole domain) to the Overloop exclusion list.

• Action
  Get organization

  Returns a single Overloop organization by its ID, including its standard details, lists and any custom field values.

• Action
  Get prospect

  Returns a prospect by ID, including its contact details, engagement status, lists and custom field values. An error occurs if the prospect is not found.

• Action
  List automations

  Returns the automations (outbound campaigns and productivity workflows) in your Overloop account, optionally filtered by type, record type or status.

• Action
  List users

  Returns the users on your Overloop.ai account, with their name, email, role and status, optionally filtered to active or disabled users.

• Action
  Search List

  Returns the Overloop lists whose name contains the text you give, optionally limited to prospect or organization lists.

• Action
  Search Organization

  Returns the organizations in Overloop.ai that match the name, website, email or other details you specify.

• Action
  Search Prospect

  Returns the prospects that match the email, name, job title, location or engagement status you specify.

• Action
  Update list

  Renames an existing Overloop list and returns the updated list.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.