--- title: "Connect Common Room and SOS Inventory - APIANT.ai" description: "When \"Custom Fields List\" fires in Common Room, your agent runs \"Add invoice\" in SOS Inventory." canonical: "https://apiant.ai/connect/common-room-to-sos-inventory" --- # Connect Common Room and SOS Inventory When **Custom Fields List** fires in [Common Room](https://apiant.ai/connections/common-room), your agent runs **Add invoice** in [SOS Inventory](https://apiant.ai/connections/sos-inventory), or **New Customer** in SOS Inventory to **Add Common Room Contact to Segment** in Common Room. Describe the whole flow and it is built, tested on every scenario and kept running. Common Room **2** triggers Common Room **11** actions SOS Inventory **10** triggers SOS Inventory **25** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Common Room and SOS Inventory to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Common Room and SOS Inventory can do together ### From Common Room to SOS Inventory - When **Custom Fields List** in Common Room then **Add invoice** in SOS Inventory - When **Segment Status List** in Common Room then **Add purchase order** in SOS Inventory ### From SOS Inventory to Common Room - When **New Customer** in SOS Inventory then **Add Common Room Contact to Segment** in Common Room - When **New Estimate** in SOS Inventory then **Add or Update a Contact Custom Field** in Common Room Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Common Room and SOS Inventory ## Triggers and actions 12 triggers · 36 actions - Trigger **Custom Fields List** Triggers when a new contact custom field is added to the Common Room community. - Trigger **Segment Status List** Triggers when a new status is added to the selected Common Room segment. - Action **Add Activity From Third Party Source** Adds an activity from a third-party system to a Common Room API signal source, or updates an activity previously added with the same activity ID and type. - Action **Add Common Room Contact to Segment** Adds one or more existing Common Room contacts to an existing segment, identified by email, Twitter, GitHub or LinkedIn, optionally setting their segment status. - Action **Add Organization From Third Party Source** Adds an organization to a Common Room API source, or updates the organization previously added with the same domain. - Action **Add or Update a Contact Custom Field** Sets the value of a contact custom field on a Common Room contact, creating or updating the contact in an API signal source. - Action **Add tag** Creates a tag in Common Room, or returns the existing tag if one with the same name already exists. - Action **Delete tag** Deletes a tag and removes it from everywhere it was applied. A tag that segments or workflows still use can't be deleted. - Action **Get tag** Returns a Common Room tag by its id, including its name, description and the entity types it may be assigned to. - Action **List activity types** Returns every activity type defined in your Common Room community, with its id and display name. - Action **List segments** Returns all segments in the Common Room community, with each segment's id and name. - Action **List tags** Returns all user-defined tags in your Common Room community, with their names, descriptions and the record types they can be applied to. - Action **Update tag** Renames a tag or changes its description. A deleted tag is restored when it is updated. - Trigger **New Customer** Triggers when a new customer is created. - Trigger **New Estimate** - Trigger **New Invoice** Triggers when a new invoice is created. - Trigger **New Item** - Trigger **New Purchase Order** Triggers when a new purchase order is created. - Trigger **New Sales Order** Triggers when a new sales order is created. - Trigger **New Sales Receipt** Triggers when a new sales receipt is created. - Trigger **New Shipment** Triggers when a new shipment is created. - Trigger **New Vendor** - Trigger **Updated Item Quantity** Triggers when an item quantity is updated. - Action **Add estimate** /api/v2/estimate. Creates an estimate. - Action **Add inventory adjustment** /api/v2/adjustment. Creates an inventory adjustment. - Action **Add invoice** /api/v2/invoice. Creates an invoice. - Action **Add item** /api/v2/item. Creates an item (inventory, non-inventory, service, assembly, kit etc.). - Action **Add purchase order** /api/v2/purchaseorder. Creates a purchase order. - Action **Add transfer** /api/v2/transfer. Creates an inventory transfer between locations. - Action **Add vendor** /api/v2/vendor. Creates a vendor. - Action **Create Customer** Creates a new customer - Action **Create Sales Order** Creates a new sales order - Action **Create Sales Receipt** Creates a new sales receipt - Action **Find Customer** Finds a customer - Action **Find Sales Order** Finds a sales order - Action **Find vendors** /api/v2/vendor with query filters. Searches vendors. - Action **Get customer** /api/v2/customer/{id}. Retrieves one customer by id. - Action **Get estimate** Returns one estimate by id, including its lines and custom fields. - Action **Get inventory adjustment** Returns one inventory adjustment by id, including its lines. - Action **Get invoice** Returns one invoice by id. - Action **Get item** /api/v2/item/{id}. Retrieves one item by id. - Action **Get purchase order** Returns one purchase order by id. - Action **Get sales order** /api/v2/salesorder/{id}. Retrieves one sales order. - Action **Get sales receipt** Returns one sales receipt by id, including its lines and custom fields. - Action **Get transfer** Retrieves a single inventory transfer by id, including its from/to locations and lines. - Action **List items** /api/v2/item. Lists items with query filters and paging. - Action **Update customer** /api/v2/customer/{id}. Updates a customer; requires syncToken. - Action **Update sales order** /api/v2/salesorder/{id}. Updates a sales order; requires syncToken. ## Each app on its own - [ **Common Room** Common Room is the intelligent community growth platform that helps you deepen relationships, build better...](https://apiant.ai/connections/common-room) - [ **SOS Inventory** SOS Inventory is an app that tracks inventory, provides order management and manufacturing tracking and...](https://apiant.ai/connections/sos-inventory) Reviews ## What our customers say ## More from Common Room - [ **Common Room to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/common-room-to-hubspot) - [ **Common Room to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/common-room-to-salesforce) - [ **Common Room to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/common-room-to-slack) - [ **Common Room to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/common-room-to-google-sheets) - [ **Common Room to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/common-room-to-gmail) - [ **Common Room to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/common-room-to-google-calendar) ## More into SOS Inventory - [ **HubSpot to SOS Inventory** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sos-inventory) - [ **Salesforce to SOS Inventory** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sos-inventory) - [ **Slack to SOS Inventory** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-sos-inventory) - [ **Google Sheets to SOS Inventory** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-sos-inventory) - [ **Gmail to SOS Inventory** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sos-inventory) - [ **Google Calendar to SOS Inventory** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sos-inventory) Questions ## Common Room and SOS Inventory, answered ### ### What can start an automation from Common Room? Any of Common Room's 2 triggers in the catalog, including Custom Fields List and Segment Status List. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in SOS Inventory when something happens in Common Room? Any of SOS Inventory's 25 actions, including Create Customer, Create Sales Order, Create Sales Receipt and Update customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SOS Inventory to Common Room? Yes. When something happens in SOS Inventory, your agent can act in Common Room too. This page covers both directions: SOS Inventory's triggers and Common Room's actions are listed here as well. ### ### Do I have to build a connector for Common Room or SOS Inventory? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Common Room and SOS Inventory without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.