--- title: "Connect SOS Inventory to Docmosis - APIANT.ai" description: "When \"New Customer\" fires in SOS Inventory, your agent runs \"Convert document\" in Docmosis." canonical: "https://apiant.ai/connect/sos-inventory-to-docmosis" --- # Connect SOS Inventory to Docmosis When **New Customer** fires in [SOS Inventory](https://apiant.ai/connections/sos-inventory), your agent runs **Convert document** in [Docmosis](https://apiant.ai/connections/docmosis). Describe the whole flow and it is built, tested on every scenario and kept running. SOS Inventory **10** triggers SOS Inventory **26** actions Docmosis **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want SOS Inventory and Docmosis 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 SOS Inventory can start in Docmosis - When **New Customer** in SOS Inventory then **Convert document** in Docmosis - When **New Estimate** in SOS Inventory then **Generate a Document** in Docmosis 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 SOS Inventory and Docmosis ## Triggers and actions 10 triggers · 37 actions - 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. - Action **Add image** Upload an image for use in templates. - Action **Add template** Upload a template file. - Action **Convert document** Convert an uploaded document to another format (e.g. PDF). - Action **Delete image** Delete a stored image by name. - Action **Delete template** Delete a template by name. - Action **Generate a Document** Send data to the Docmosis Cloud service, that will be merged with a template, to generate a document. - Action **Get template** Download a template file by name. - Action **Get template details** Get metadata for a template. - Action **Get template sample data** Get sample data for a template's fields. - Action **List images** List images stored in the account. - Action **List templates** List templates stored in the account. ## Each app on its own - [ **SOS Inventory** SOS Inventory is an app that tracks inventory, provides order management and manufacturing tracking and...](https://apiant.ai/connections/sos-inventory) - [ **Docmosis** Docmosis is a template-based document generation service.](https://apiant.ai/connections/docmosis) Reviews ## What our customers say ## More from SOS Inventory - [ **SOS Inventory to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/sos-inventory-to-stripe) - [ **SOS Inventory to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/sos-inventory-to-trello) - [ **SOS Inventory to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/sos-inventory-to-zoom) - [ **SOS Inventory to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/sos-inventory-to-twilio) - [ **SOS Inventory to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/sos-inventory-to-typeform) - [ **SOS Inventory to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/sos-inventory-to-webflow) ## More into Docmosis - [ **HubSpot to Docmosis** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-docmosis) - [ **Salesforce to Docmosis** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-docmosis) - [ **Slack to Docmosis** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docmosis) - [ **Google Sheets to Docmosis** Google Sheets](https://apiant.ai/connect/google-sheets-to-docmosis) - [ **Gmail to Docmosis** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-docmosis) - [ **Google Calendar to Docmosis** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-docmosis) Questions ## SOS Inventory and Docmosis, answered ### ### What can start an automation from SOS Inventory? Any of SOS Inventory's 10 triggers in the catalog, including New Customer, New Estimate, New Invoice and New Item. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Docmosis when something happens in SOS Inventory? Any of Docmosis's 11 actions, including Add image, Add template, Convert document and Generate a Document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Docmosis to SOS Inventory? Docmosis has no triggers in the catalog today, so automations start in SOS Inventory. If you need the other direction, ask: your agent reads Docmosis's API documentation and adds it. ### ### Do I have to build a connector for SOS Inventory or Docmosis? 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 SOS Inventory and Docmosis 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.