Connect Cin7 Core Inventory and Prospect CRM

Both apps 58Cin7 Core Inventory 37Prospect CRM 21

• 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
  Add Sale Pack

  Records packing for a sale fulfilment.

• Action
  Add Sale Payment

  Records a payment or refund against a sale invoice.

• Action
  Add Sale Shipment

  Records shipment of a sale fulfilment, with carrier and tracking numbers.

• Action
  Create Customer

  Creates a new customer in Cin7 Core.

• Action
  Create Product

  Creates a new product in Cin7 Core.

• Action
  Create Sale

  Creates a new sale (quote or order header) in Cin7 Core.

• Action
  Create Stock Adjustment

  Creates a stock adjustment that changes on-hand quantities.

• Action
  Create Stock Transfer

  Creates a stock transfer between two locations.

• 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 Customer

  Updates an existing customer in Cin7 Core.

• Action
  Update Product

  Updates an existing product in Cin7 Core.

• Action
  Update Sale

  Updates the header of an existing sale in Cin7 Core.

• Action
  Update Supplier

  Updates an existing supplier in Cin7 Core.

• Trigger
  New contact

  Triggers when a new contact is added in Prospect CRM.

• Trigger
  New lead

  Triggers when a new lead is created in Prospect CRM.

• Action
  Add booking

  Creates a booking (a scheduled appointment or reservation) in Prospect CRM.

• Action
  Add contact

  Creates a new contact in Prospect CRM and returns the created contact record.

• Action
  Add enquiry

  Creates a new enquiry in Prospect CRM with the person's name, contact details, company, address and marketing source details.

• Action
  Add lead

  Creates a new lead in Prospect CRM, optionally linked to a contact, and returns the created lead.

• Action
  Create Customer

  Creates a customer (company) record in Prospect CRM and returns the new company.

• Action
  Create Entity

  Creates a new record of any kind in Prospect CRM, such as a contact, company, lead or enquiry, and returns the created record.

• Action
  Find companies

  Returns the companies in Prospect CRM that match a filter, such as a company name.

• Action
  Find contacts

  Returns the contacts that match a filter, such as an email address or surname.

• Action
  Find Entity

  Finds Prospect CRM records of any kind (contacts, companies, leads, enquiries and more) that match a filter condition.

• Action
  Find leads

  Finds leads in Prospect CRM that match a filter condition and returns the matching lead records.

• Action
  Get company

  Returns a single company record by its ID.

• Action
  Get contact

  Returns a single Prospect CRM contact by its contact ID.

• Action
  List webhook actions

  Returns the webhook event types Prospect CRM can subscribe to.

• Action
  Update company

  Updates an existing company in Prospect CRM, changing only the fields you fill in.

• Action
  Update contact

  Updates an existing contact in Prospect CRM. Only the fields you fill in are changed.

• Action
  Update Entity

  Updates any Prospect CRM record (contact, company, lead, enquiry and so on) by changing the fields you supply.

• Action
  Update lead

  Updates an existing lead in Prospect CRM. Only the fields you fill in are changed.

• Action
  Update Opportunity Status

  Changes the status of an opportunity (lead) in Prospect CRM.

• Action
  Update Problem Status

  Updates the status of an existing problem (support case) in Prospect CRM.

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