Connect SOS Inventory to JobTread

Both apps 55SOS Inventory 35JobTread 20

• 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.

• Action
  Assign Access

  Grants a team member access to a JobTread record such as a job, so they can see and work on it.

• Action
  Create Comment

  Creates a comment on a JobTread record such as a job, customer or vendor, optionally as a reply to another comment.

• Action
  Create Customer

  Creates a new customer account in your JobTread organization.

• Action
  Create Customer Contact

  Creates a contact person on a JobTread customer account.

• Action
  Create Job

  Creates a job in JobTread at an existing customer location, optionally copying costs or tasks from another job and setting budget line items and custom fields.

• Action
  Create Location

  Creates a location (job site address) for a JobTread customer. A location is required before a job can be created for that customer.

• Action
  Create Task

  Creates a task or to-do on a JobTread job, customer/vendor account, or organization.

• Action
  Create Vendor

  Creates a new vendor account in your JobTread organization.

• Action
  Create Vendor Contact

  Creates a contact person on a vendor account in JobTread.

• Action
  Find a Customer

  Finds customers in your JobTread organization by exact name and returns the matching customer records.

• Action
  Find a Job

  Finds jobs in your JobTread organization by job name or job number and returns the matches.

• Action
  Find a Location

  Finds JobTread locations in your organization by exact name and returns the first match plus all matches.

• Action
  Find a Membership

  Finds a team member's membership in your JobTread organization by the user's name, returning the membership with its user and role.

• Action
  Find a Vendor

  Finds vendors in a JobTread organization by exact name and returns the first match along with all matches.

• Action
  Import Task Template

  Copies the tasks from a JobTread task template onto a job or other target, scheduled from an optional start date.

• Action
  Query API

  Runs any JobTread Pave query or mutation you write and returns the raw result, for reading or changing data the other JobTread actions don't cover.

• Action
  Update Customer

  Updates an existing customer in JobTread, such as its name, tax status or custom field values.

• Action
  Update Location

  Updates an existing location's name, address, contact, tax settings or custom fields in JobTread.

• Action
  Update Vendor

  Updates an existing vendor in JobTread, including its name, tax settings and custom field values.

• Action
  Upload Files

  Uploads a file from a public URL into JobTread and attaches it to a job or other record.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.