--- title: "Connect inFlow Inventory and RO App - APIANT.ai" description: "When \"New or Updated Customer\" fires in inFlow Inventory, your agent runs \"Add Lead Comment\" in RO App." canonical: "https://apiant.ai/connect/inflow-inventory-to-ro-app" --- # Connect inFlow Inventory and RO App When **New or Updated Customer** fires in [inFlow Inventory](https://apiant.ai/connections/inflow-inventory), your agent runs **Add Lead Comment** in [RO App](https://apiant.ai/connections/ro-app), or **New Invoice Statuses** in RO App to **Create a Sales Order** in inFlow Inventory. Describe the whole flow and it is built, tested on every scenario and kept running. inFlow Inventory **10** triggers inFlow Inventory **68** actions RO App **12** triggers RO App **39** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want inFlow Inventory and RO App 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 inFlow Inventory and RO App can do together ### From inFlow Inventory to RO App - When **New or Updated Customer** in inFlow Inventory then **Add Lead Comment** in RO App - When **New or Updated Manufacturing Order** in inFlow Inventory then **Create an Order** in RO App ### From RO App to inFlow Inventory - When **New Invoice Statuses** in RO App then **Create a Sales Order** in inFlow Inventory - When **New Order Items** in RO App then **Create Customer** in inFlow Inventory 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 inFlow Inventory and RO App ## Triggers and actions 22 triggers · 107 actions - Trigger **New or Updated Customer** Triggers when a customer is created or updated. - Trigger **New or Updated Manufacturing Order** Triggers when a manufacturing order is created or updated. - Trigger **New or Updated Purchase Order** Triggers when a purchase order is created or updated. - Trigger **New or Updated Purchase Quote** Triggers when a purchase quote is created or updated. - Trigger **New or Updated Sales Order** Triggers when a sales order is created or updated. - Trigger **New or Updated Sales Quote** Triggers when a sales quote is created or updated. - Trigger **New or Updated Stock Adjustment** Triggers when a stock adjustment is created or updated. - Trigger **New or Updated Stock Count** Triggers when a stock count is created or updated. - Trigger **New or Updated Stock Transfer** Triggers when a stock transfer is created or updated. - Trigger **New or Updated Vendor** Triggers when a vendor is created or updated. - Action **Approve Purchase Order** Approves an existing purchase order in inFlow, the same as clicking Approve in the inFlow app, and returns the updated purchase order. - Action **Convert Purchase Quote to Purchase Order** Converts a purchase quote into a purchase order, the same as the Convert to order action in inFlow. - Action **Convert Sales Quote to Sales Order** Converts an inFlow sales quote into a sales order, the same as the Convert to order action in inFlow. - Action **Create a Product** Creates a new product in inFlow Inventory. - Action **Create a Sales Order** Creates a new sales order (or sales quote) in inFlow for a customer, with optional product lines, addresses and custom fields. - Action **Create a Stock Adjustment** Creates a stock adjustment - Action **Create a Stock Count** Creates a stock count - Action **Create a Stock Count Sheet** Creates a new stock count sheet. - Action **Create a Stock Transfer** Creates a stock transfer - Action **Create a Vendor** Creates a vendor - Action **Create Customer** Creates a customer - Action **Create Manufacturing Order** Creates a new manufacturing order - Action **Create Purchase Order** Creates a purchase order - Action **Find a Adjustment Reason** Finds adjustment reasons in inFlow Inventory by name. - Action **Find a Category** Finds categories whose name contains the text you enter and returns the first match plus every match. - Action **Find a Count Sheet** Looks up an inFlow count sheet by its ID. - Action **Find a Custom Document** Finds inFlow records of the document type you choose (customers, vendors, products, sales orders, purchase orders and more) whose chosen field matches a value. Returns the first match plus every match on the first page. - Action **Find a Customer** Returns the inFlow customers that match the given criteria (name, email, phone, address and more). - Action **Find a Location** Returns up to 100 inFlow locations whose name contains the given text. - Action **Find a Manufacturing Order** Finds manufacturing orders in inFlow by order number, status, dates, location or assignee. Returns every match plus the first matching order. - Action **Find a Payment Term** Finds payment terms in inFlow whose name contains the given text. - Action **Find a Pricing Scheme** Returns the pricing schemes whose name contains the specified text. - Action **Find a Product** Returns up to 100 inFlow products matching the name, barcode, description, smart search text or other filters supplied. - Action **Find a Purchase Order** Finds purchase orders by order number or other filters and returns the matches. - Action **Find a Sales Order** Search for the details of a sales order by a Sales Order ID or Sales Order Number. - Action **Find a Stock Adjustment** Search for the details of a Stock Adjustment by a Stock Adjustment ID or Stock Adjustment Number. - Action **Find a Stock Count** Search for the details of a Stock Count by a Stock Count ID or Stock Count Number. - Action **Find a Stockroom Scan** Finds stockroom scans by scan number. inFlow has deprecated this endpoint; newer scans are recorded as stock adjustments. - Action **Find a Stock Transfer** Search for the details of a Stock Transfer by a Stock Transfer ID or Stock Transfer Number. - Action **Find a Taxing Scheme** Search for the details of a taxing scheme by Name. - Action **Find a Vendor** Finds inFlow vendors matching name, contact, email, phone, address or other filters, returning the first match and the full list. - Action **Find or Create a Customer Document** Finds a customer whose name exactly matches the given name; if none exists, creates one with the supplied details. Returns the customer record either way. - Action **Find or Create a Manufacturing Order Document** Searches for a manufacturing order document by document type. - Action **Find or Create a Product** Returns the product with exactly the given name, creating it first if no such product exists. - Action **Find or Create a Purchase Order Document** Searches for a purchase order document by document type. - Action **Find or Create a Sales Order Document** Looks up a sales order by its order number and returns it; if no order has that number, creates a new sales order with it. - Action **Find or Create a Stock Adjustment Document** Searches for a stock adjustment document by document type. - Action **Find or Create a Stock Count Document** Searches for a stock count document by document type. - Action **Find or Create a Stock Transfer Document** Searches for a stock transfer document by document type. - Action **Find or Create a Vendor** Searches for a vendor by ID or name and creates a new vendor if it doesn't exist. - Action **Find or Create a Vendor Document** Searches for a vendor document by document type. - Action **Find or Create Customer** Finds a customer by exact name; if none exists, creates one with the supplied details. - Action **Find or Create Customer by Email** Looks up an inFlow customer by exact email address and returns it; if none exists, creates a new customer with that email. - Action **Find or Create Vendor by Email** Searches for a vendor by Email and/or name and creates a new vendor if it doesn't exist. - Action **Fulfill Purchase Order** Marks every line of a purchase order as received and adds the corresponding stock, the same as the Fulfill button in inFlow. - Action **Fulfill Sales Order** Quick-fulfills a sales order in one step. - Action **Invoice Sales Order** Quick-invoices a sales order. - Action **List Customers** Returns all customers in the inFlow account, with pagination. - Action **List Locations** Lists the locations (warehouses, stores) in your inFlow account. - Action **List Manufacturing Orders** Lists manufacturing orders in inFlow, optionally filtered by number, status, dates, location or assignee. Returns up to 100 orders. - Action **List Products** Lists products in inFlow, optionally filtered by name, description, barcode, type, category, lot tracking, modification date or a smart search. Returns up to 100 products. - Action **List Purchase Orders** Returns all purchase orders, with pagination. - Action **List Sales Orders** Returns all sales orders, with pagination. - Action **List Stock Counts** Returns all stock counts, with pagination. - Action **List Vendors** Returns all vendors in the inFlow account, with pagination. - Action **Pay Sales Order** Marks an inFlow sales order as paid, the same as the Mark paid button in inFlow. - Action **Ship Sales Order** Marks a sales order as quick-shipped (final fulfillment step). - Action **Update a Manufacturing Order** Updates an existing manufacturing order by ID. Only the fields you fill in are changed. - Action **Update a Product** Updates a product given their ID. - Action **Update a Purchase Order** Updates an existing purchase order in inFlow by ID. Only the fields you fill in are changed. - Action **Update a Sales Order** Updates a sales order given their ID. - Action **Update a Stock Adjustment** Updates a stock adjustment given their ID. - Action **Update a Stock Count** Updates a stock count given their ID. - Action **Update a Stock Count Sheet** Updates a stock count sheet. - Action **Update a Stockroom Scan** Updates a stockroom scan in inFlow. inFlow marks this endpoint deprecated; new scans are stored as stock adjustments. - Action **Update a Stock Transfer** Updates a stock transfer given their ID. - Action **Update Customer** Updates a customer given their ID. - Action **Update Vendor** Updates an existing vendor by ID. Fields left blank keep their current values. - Trigger **Ad Campaigns** Triggers when a new ad campaign is added in RO App. - Trigger **Cash Flow Items** Triggers when a new cash flow category (income or expense item) is added in RO App. - Trigger **Clients List** Triggers when a new client (person contact) is added in RO App. - Trigger **Employees List** Triggers when a new employee is added to the RO App company account. - Trigger **Lead Types** Triggers when a new inquiry (lead) type is added to your RO App account. - Trigger **List of Services** Triggers when a new service is added to the RO App service catalog. - Trigger **List of the Products** Triggers when a new product is added to the RO App catalog, optionally limited to products matching a name, barcode, SKU, code, MPN or category. - Trigger **Locations** Triggers when a new location is added to your RO App company. - Trigger **New Invoice Statuses** Triggers when a new invoice status is added to your RO App account. - Trigger **New Order Items** Triggers when a new item (product or service) is added to the selected order. - Trigger **New Taxes** Triggers when a new tax rate is added to the company in RO App. - Trigger **Order Statuses** Triggers when a new order status is added to your RO App account. - Action **Add Booking Item** Adds a product or service line item to an existing booking. - Action **Add Lead Comment** Adds a comment to a lead (inquiry) in RO App. - Action **Add Order Comment** Adds a comment to an existing order in RO App, optionally marked private. - Action **Add Task Comment** Adds a comment to a task in RO App. - Action **Changing Order Status** Changes the status of an order, optionally with a comment. - Action **Create a Client** Creates a new client (person) in your RO App contacts. - Action **Create a Lead** Creates a new lead (inquiry) in RO App, optionally linked to a client, location, manager and ad campaign. - Action **Create an Order** Creates a new order in RO App for a client at a chosen location. - Action **Create an Order Item** Adds a product or service line item to an existing order in RO App. - Action **Create an Order or Estimate** Creates a new estimate in RO App for a client at a location. - Action **Create a Payment** Records an income or expense payment in a cashbox in RO App. - Action **Create Asset** Creates a new asset (such as a vehicle or device) in RO App, identified by its serial number. - Action **Create Booking** Creates a new booking for a client at a location with an assigned employee and time slot. - Action **Create Product** Creates a new product in the RO App catalog. - Action **Create Service** Creates a new service in the RO App catalog. - Action **Create Task** Creates a task in RO App with a title, due date and assigned employees, optionally linked to an order, lead, client or invoice. - Action **Create Update_booking** Updates an existing booking's location, status, assignee, client, schedule, resource or comment. - Action **Find Product** Finds products in the RO App catalog by name, barcode, SKU, code, manufacturer part number or category. - Action **Find Service** Finds services in the RO App catalog by name, barcode or category. - Action **Get Booking Items** Returns all the service items on a specific booking. - Action **Get Client by ID** Returns the details of a single client (person) by its ID. - Action **Get Estimate by ID** Returns the full details of a single estimate, including its custom field values. - Action **Get Lead by ID** Returns a single lead (inquiry) by its ID, including its custom fields. - Action **Get Order by Id** Returns the full details of a single order by its ID. - Action **Get Prices** Returns the list of price types (margins) configured for your company. - Action **Get Product by Id** Returns a single product from your RO App catalog by its ID, including its custom fields. - Action **Get Product Categories** Returns the product categories in your RO App catalog, optionally limited to the children of one parent category. - Action **Get Service Categories** Returns the list of service categories in your RO App catalog, optionally under a parent category. - Action **Get Task** Returns a single task by its ID, including all of its details. - Action **Get UOMs (Inits of Measure)** Returns the list of product units of measure (UOMs) defined in the RO App account. - Action **Move Asset** Moves an asset to a different warehouse. - Action **Search for Assets** Searches assets by serial number (VIN, IMEI), optionally narrowed by warehouse, owner or asset ID. - Action **Search for Clients** Searches clients (people) by name, phone, email, manager, tag or date, and returns the matching clients. - Action **Search Task** Searches tasks for ones whose title or description contains the given text, optionally narrowed by author, assignee or deadline. - Action **Update an Order Item** Updates an existing item on an order — its quantity, price, cost, discount, warranty, taxes, assignee or comment. - Action **Update an Order or Estimate** Updates an existing order (or estimate) in RO App — its location, type, people, schedule, notes, due date and custom field values. Fields left blank are not changed. - Action **Update_booking_item** Updates the quantity, price, cost, discount, warranty, taxes or comment of an item on a booking. - Action **Update Client** Updates an existing client (person) in RO App contacts. - Action **Update Product** Updates an existing product in the RO App catalog, such as its title, SKU, category, prices or barcodes. ## Each app on its own - [ **inFlow Inventory** inFlow Inventory is an inventory and order management system for businesses that outgrow spreadsheets.](https://apiant.ai/connections/inflow-inventory) - [ **RO App** RO App is an all-in-one software for business management.](https://apiant.ai/connections/ro-app) Reviews ## What our customers say ## More from inFlow Inventory - [ **inFlow Inventory to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/inflow-inventory-to-salesforce) - [ **inFlow Inventory to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/inflow-inventory-to-slack) - [ **inFlow Inventory to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/inflow-inventory-to-mailchimp) - [ **inFlow Inventory to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/inflow-inventory-to-stripe) - [ **inFlow Inventory to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/inflow-inventory-to-shopify) - [ **inFlow Inventory to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/inflow-inventory-to-quickbooks-online) ## More into RO App - [ **HubSpot to RO App** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ro-app) - [ **Google Sheets to RO App** Google Sheets](https://apiant.ai/connect/google-sheets-to-ro-app) - [ **Gmail to RO App** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ro-app) - [ **Google Calendar to RO App** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ro-app) - [ **Google Drive to RO App** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-ro-app) - [ **Mailchimp to RO App** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-ro-app) Questions ## inFlow Inventory and RO App, answered ### ### What can start an automation from inFlow Inventory? Any of inFlow Inventory's 10 triggers in the catalog, including New or Updated Customer, New or Updated Manufacturing Order, New or Updated Purchase Order and New or Updated Purchase Quote. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in RO App when something happens in inFlow Inventory? Any of RO App's 39 actions, including Create a Client, Create a Lead, Create an Order and Create an Order Item. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from RO App to inFlow Inventory? Yes. When something happens in RO App, your agent can act in inFlow Inventory too. This page covers both directions: RO App's triggers and inFlow Inventory's actions are listed here as well. ### ### Do I have to build a connector for inFlow Inventory or RO App? 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 inFlow Inventory and RO App 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.