SOS Inventory and Streak Integration

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Connect SOS Inventory with Streak to automate inventory updates based on sales pipeline changes, ensuring accurate stock levels. Latenode's visual editor and affordable execution-based pricing make this advanced automation accessible, even without extensive coding.

SOS Inventory + Streak integration

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SOS Inventory

Streak

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect SOS Inventory and Streak

Create a New Scenario to Connect SOS Inventory and Streak

In the workspace, click the β€œCreate New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a SOS Inventory, triggered by another scenario, or executed manually (for testing purposes). In most cases, SOS Inventory or Streak will be your first step. To do this, click "Choose an app," find SOS Inventory or Streak, and select the appropriate trigger to start the scenario.

Add the SOS Inventory Node

Select the SOS Inventory node from the app selection panel on the right.

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SOS Inventory

Configure the SOS Inventory

Click on the SOS Inventory node to configure it. You can modify the SOS Inventory URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect SOS Inventory

Sign In
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Run node once

Add the Streak Node

Next, click the plus (+) icon on the SOS Inventory node, select Streak from the list of available apps, and choose the action you need from the list of nodes within Streak.

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Authenticate Streak

Now, click the Streak node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Streak settings. Authentication allows you to use Streak through Latenode.

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Run node once

Configure the SOS Inventory and Streak Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Run node once

Set Up the SOS Inventory and Streak Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring SOS Inventory, Streak, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking β€œRun once” and triggering an event to check if the SOS Inventory and Streak integration works as expected. Depending on your setup, data should flow between SOS Inventory and Streak (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect SOS Inventory and Streak

SOS Inventory + Streak + Slack: When stock is low in SOS Inventory and a new sales order is created, a notification is sent to a specified channel in Slack to alert the sales team about the low stock situation. A task is also created in Streak to remind the sales team to address the stock issue.

Streak + SOS Inventory + QuickBooks: When a deal closes in Streak, an invoice is automatically created in QuickBooks. Subsequently, the stock levels in SOS Inventory are updated to reflect the sale.

SOS Inventory and Streak integration alternatives

About SOS Inventory

Sync SOS Inventory with Latenode to automate stock updates and order processing. Connect your inventory data to accounting, e-commerce, or shipping platforms. Build visual workflows to trigger actions based on inventory levels or sales data. Use no-code tools or custom scripts to tailor the flow, avoiding manual data entry and ensuring real-time accuracy.

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About Streak

Use Streak in Latenode to automate sales pipeline tasks. Automatically update deals, trigger follow-ups, or sync data with other apps when stages change. Integrate Streak with your marketing automation or billing systems using Latenode's visual builder, custom code, and affordable execution-based pricing. No per-step fees, full API control.

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FAQ SOS Inventory and Streak

How can I connect my SOS Inventory account to Streak using Latenode?

To connect your SOS Inventory account to Streak on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select SOS Inventory and click on "Connect".
  • Authenticate your SOS Inventory and Streak accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate deal creation based on stock levels?

Yes, you can! Latenode allows you to automatically create deals in Streak when stock levels change in SOS Inventory, saving you time and improving sales efficiency.

What types of tasks can I perform by integrating SOS Inventory with Streak?

Integrating SOS Inventory with Streak allows you to perform various tasks, including:

  • Create a new Streak box when a new product is added in SOS Inventory.
  • Update stock levels in SOS Inventory based on deal stages in Streak.
  • Automatically log inventory changes in Streak boxes using notes.
  • Trigger email notifications when inventory drops below a certain level.
  • Create SOS Inventory purchase orders from won deals in Streak.

Can I use custom JavaScript with SOS Inventory on Latenode?

Yes, Latenode allows you to add custom JavaScript to your SOS Inventory workflows, providing advanced control and customization.

Are there any limitations to the SOS Inventory and Streak integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require custom JavaScript.
  • Real-time synchronization depends on the API rate limits of both apps.
  • Some advanced SOS Inventory or Streak features may not have direct Latenode blocks.

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