--- title: "Connect Playbook Creative and SOS Inventory - APIANT.ai" description: "When \"Asset Added\" fires in Playbook Creative, your agent runs \"Add invoice\" in SOS Inventory." canonical: "https://apiant.ai/connect/playbook-creative-to-sos-inventory" --- # Connect Playbook Creative and SOS Inventory When **Asset Added** fires in [Playbook Creative](https://apiant.ai/connections/playbook-creative), your agent runs **Add invoice** in [SOS Inventory](https://apiant.ai/connections/sos-inventory), or **New Customer** in SOS Inventory to **Create Asset** in Playbook Creative. Describe the whole flow and it is built, tested on every scenario and kept running. Playbook Creative **2** triggers Playbook Creative **18** 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 Playbook Creative 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 Playbook Creative and SOS Inventory can do together ### From Playbook Creative to SOS Inventory - When **Asset Added** in Playbook Creative then **Add invoice** in SOS Inventory - When **Asset Updated in Board** in Playbook Creative then **Add purchase order** in SOS Inventory ### From SOS Inventory to Playbook Creative - When **New Customer** in SOS Inventory then **Create Asset** in Playbook Creative - When **New Estimate** in SOS Inventory then **Create Board** in Playbook Creative 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 Playbook Creative and SOS Inventory ## Triggers and actions 12 triggers · 44 actions - Trigger **Asset Added** Triggers when a new asset is added to the chosen Playbook board. Returns the asset, the board and the organization it belongs to. - Trigger **Asset Updated in Board** Triggers when an asset on a chosen Playbook board is updated, returning the asset and what changed. - Action **Create Asset** Creates an asset in a Playbook workspace, either from a file URL (fetched by Playbook or saved as a link) or as a text note, optionally placing it on a board. - Action **Create Board** Creates a new board in a Playbook workspace, optionally nested under an existing board as a sub-board. - Action **Create Organization** Creates a new Playbook organization (workspace) with the given name and returns its id and slug. - Action **Delete asset** Deletes an asset from a Playbook workspace. - Action **Delete board** Deletes a board from a Playbook workspace. - Action **Find Asset** Searches a Playbook workspace for assets matching the words you enter, best match first, with optional filters for media type, boards, tags, statuses, uploader and more. - Action **Find Board** Returns the boards in a Playbook workspace whose title matches the text you search for. - Action **Get asset** Returns one asset from a Playbook workspace, including its title, media type, tags, status, custom field values and preview URLs. - Action **Get board** Returns one Playbook board, including its title, description, asset count, published-page state and preview assets. - Action **List assets** Returns the assets in a Playbook workspace, optionally limited to one board, one uploader, or assets uploaded after a given time. - Action **List boards** Returns the boards in a Playbook workspace, optionally filtered by title and sorted by title or creation date. - Action **List organizations** Returns every Playbook organization (workspace) the connected user belongs to, with each one's name, slug, plan and usage limits. - Action **List users** Returns the members of a Playbook workspace, optionally narrowed to those whose name or email matches a search. - Action **Move Asset** Moves one or more assets into a different board in a Playbook workspace. - Action **Update Asset** Updates an existing Playbook asset's title, board placement, status, tags or custom field values, and can save a new version of it. - Action **Update Asset Status** Sets the status of an asset in a Playbook workspace and returns the updated asset. - Action **Update asset tags** Adds and/or removes tags on a Playbook asset, leaving its other tags untouched, and returns the updated asset. - Action **Update board** Updates a board's title, description, or parent board in a Playbook workspace and returns the updated board. - 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 - [ **Playbook Creative** Playbook Creative is a digital asset management tool that helps you organize and collaborate on your assets.](https://apiant.ai/connections/playbook-creative) - [ **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 Playbook Creative - [ **Playbook Creative to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/playbook-creative-to-salesforce) - [ **Playbook Creative to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/playbook-creative-to-slack) - [ **Playbook Creative to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/playbook-creative-to-stripe) - [ **Playbook Creative to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/playbook-creative-to-shopify) - [ **Playbook Creative to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/playbook-creative-to-quickbooks-online) - [ **Playbook Creative to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/playbook-creative-to-trello) ## 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 ## Playbook Creative and SOS Inventory, answered ### ### What can start an automation from Playbook Creative? Any of Playbook Creative's 2 triggers in the catalog, including Asset Added and Asset Updated in Board. 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 Playbook Creative? 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 Playbook Creative? Yes. When something happens in SOS Inventory, your agent can act in Playbook Creative too. This page covers both directions: SOS Inventory's triggers and Playbook Creative's actions are listed here as well. ### ### Do I have to build a connector for Playbook Creative 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 Playbook Creative 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.