---
title: "Connect Expiration Reminder and SOS Inventory - APIANT.ai"
description: "When \"New Contact\" fires in Expiration Reminder, your agent runs \"Add invoice\" in SOS Inventory."
canonical: "https://apiant.ai/connect/expiration-reminder-to-sos-inventory"
---

# Connect Expiration Reminder and SOS Inventory

When **New Contact** fires in [Expiration Reminder](https://apiant.ai/connections/expiration-reminder), your agent runs **Add invoice** in [SOS Inventory](https://apiant.ai/connections/sos-inventory), or **New Customer** in SOS Inventory to **Create Contact** in Expiration Reminder. Describe the whole flow and it is built, tested on every scenario and kept running.

Expiration Reminder **3** triggers Expiration Reminder **15** actions SOS Inventory **10** triggers SOS Inventory **26** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Expiration Reminder 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 Expiration Reminder and SOS Inventory can do together

### From Expiration Reminder to SOS Inventory

- When **New Contact** in Expiration Reminder then **Add invoice** in SOS Inventory
- When **New Expiration Item** in Expiration Reminder then **Add item** in SOS Inventory

### From SOS Inventory to Expiration Reminder

- When **New Customer** in SOS Inventory then **Create Contact** in Expiration Reminder
- When **New Estimate** in SOS Inventory then **Create Expiration Item for Contact** in Expiration Reminder

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 Expiration Reminder and SOS Inventory

## Triggers and actions 13 triggers · 41 actions

- Trigger

**New Contact**

Triggered when a new contact is added to your Expiration Reminder account.

- Trigger

**New Expiration Item**

Triggered when a new expiration item is added to your Expiration Reminder account.

- Trigger

**Status Changed Expiration Item**

Triggered when an expiration item's status changes in Expiration Reminder — for example when it moves from active to expiring or expired.

- Action

**Add Location**

Creates a location in Expiration Reminder, optionally nested under a parent location and assigned to a team. Any custom fields defined on locations in your account can be set too. Returns the created location.

- Action

**Create Contact**

Creates a contact in Expiration Reminder with their email, contact details, type, location and team, plus any custom fields defined on contacts in your account. Returns the created contact.

- Action

**Create Expiration Item**

Creates an expiration item in Expiration Reminder with its name and expiration date, optionally attaching contacts, locations, tags, a category and an assignee, plus any custom fields defined in your account. Returns the created item.

- Action

**Create Expiration Item for Contact**

Creates an expiration item in Expiration Reminder and attaches it to a specific contact, with its name, expiration date and category, plus any custom fields defined in your account. Returns the created item.

- Action

**Delete Contact**

Deletes a contact from Expiration Reminder. Returns the contact record that was deleted.

- Action

**Delete Expiration Item**

Deletes an expiration item from Expiration Reminder. Returns the item record after deletion.

- Action

**Find Contact**

Returns the Expiration Reminder contacts matching a search term or an exact email address, with the total number of matches.

- Action

**Find Expiration**

Returns the Expiration Reminder expiration items matching a search term and status, with the total number of matches.

- Action

**Get Contact**

Returns a single Expiration Reminder contact by its id, including their contact details, assignment, location and every custom field stored on them.

- Action

**Get Expiration Item**

Returns a single Expiration Reminder expiration item by its id, including its category, contacts, locations, tags, attachments and every custom field stored on it.

- Action

**List Contacts**

Returns the contacts in your Expiration Reminder account, with the total number of contacts.

- Action

**List Expiration Items**

Returns the expiration items in your Expiration Reminder account, optionally limited to one status, with the total number of items.

- Action

**List Locations**

Returns the locations in your Expiration Reminder account, with the total number of locations.

- Action

**Renew Expiration**

Renews an Expiration Reminder expiration item by moving it to a new expiration date. Returns the renewed item.

- Action

**Update Expiration Item**

Updates an existing Expiration Reminder expiration item. Fields you leave blank are left unchanged; custom fields defined in your account can be set too. Returns the updated item.

- 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 item**

/api/v2/item/{id}. Updates an item; requires current syncToken.

- Action

**Update sales order**

/api/v2/salesorder/{id}. Updates a sales order; requires syncToken.

## Each app on its own

- [ **Expiration Reminder** Expiration Reminder automatically tracks expiration dates and renewals for employee certifications, software...](https://apiant.ai/connections/expiration-reminder)
- [ **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 Expiration Reminder

- [ **Expiration Reminder to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/expiration-reminder-to-hubspot)
- [ **Expiration Reminder to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/expiration-reminder-to-salesforce)
- [ **Expiration Reminder to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/expiration-reminder-to-slack)
- [ **Expiration Reminder to Google Sheets** Google Sheets](https://apiant.ai/connect/expiration-reminder-to-google-sheets)
- [ **Expiration Reminder to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/expiration-reminder-to-gmail)
- [ **Expiration Reminder to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/expiration-reminder-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](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

## Expiration Reminder and SOS Inventory, answered

###

### What can start an automation from Expiration Reminder?

Any of Expiration Reminder's 3 triggers in the catalog, including New Contact, New Expiration Item and Status Changed Expiration Item. 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 Expiration Reminder?

Any of SOS Inventory's 26 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 Expiration Reminder?

Yes. When something happens in SOS Inventory, your agent can act in Expiration Reminder too. This page covers both directions: SOS Inventory's triggers and Expiration Reminder's actions are listed here as well.

###

### Do I have to build a connector for Expiration Reminder 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 Expiration Reminder 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.
