Connect Knowify to SOS Inventory and automate any workflow
![Knowify](https://zapier-images.imgix.net/storage/developer_cli/8d93d0cefdaf5d6f3b464f7b291ec8f2.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Knowify](https://zapier-images.imgix.net/storage/developer_cli/8d93d0cefdaf5d6f3b464f7b291ec8f2.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![SOS Inventory](https://zapier-images.imgix.net/storage/developer_cli/bb4eecb2ee03e5a6f3261d3c6ed48cc5.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![SOS Inventory](https://zapier-images.imgix.net/storage/developer_cli/bb4eecb2ee03e5a6f3261d3c6ed48cc5.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Knowify with SOS Inventory - no code necessary. See how you can get setup in minutes.
Select a trigger from Knowify
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from SOS Inventory
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Knowify to SOS Inventory
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Knowify and SOS Inventory to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Knowify and SOS Inventory to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New AIA Invoice
Triggers when a new AIA invoice has been added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Bill
Triggers when a new bill has been added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Bill Sent for Approval
Triggers when a bill is sent for approval.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Contract Job Made Active
Triggers when a contract job has been made active.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice has been added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Payment
Triggers when a new payment is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Product
Triggers when a new trigger has been added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Job Closed
Triggers when a contract job has been closed
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Purchase
Triggers when a new purchase has been added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Task
Triggers when a new task has been added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Service Job
Triggers when a new service job has been added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Vendor
Triggers when a new vendor has been added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Client NameRequired
- Client Parent Id
- AddressRequired
- Street Address (Continued)
- CityRequired
- Client Contact Name
- Country (2-letter abbreviation)Required
- Email Address
- Phone Number
- Shipping Same as Billing
- Shipping Street Address
- Shipping Street Address (Cont'd)
- Shipping City Name
- Shipping Contact Name
- Shipping Country Name
- Shipping State/Province Name
- Shipping Zip Code
- State/ProvinceRequired
- Website
- ZipcodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job NameRequired
- Job Costing Style
- Contract TypeRequired
- Client NameRequired
- Sales Lead
- Project Manager
- Job notes
- AddressRequired
- Street Address (Continued)
- CityRequired
- State/ProvinceRequired
- ZipcodeRequired
- Country (2-letter abbreviation)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource
- Project IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProductRequired
- Item NameRequired
- Description
- Our CostRequired
- Sale PriceRequired
- Item Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Item NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ProductRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Description
ActionThis is an event a Zap performs.SearchFind existing data in your app- ProductRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Sales Receipt
Triggers when a new sales receipt is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Shipment
Triggers when a new shipment is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Order numberRequired
- Date/timeRequired
- CustomerRequired
- Create customer if not found in SOS Inventory
- Location
- Billing company
- Billing contact
- Billing phone
- Billing email
- Billing address line 1
- Billing address line 2
- Billing address line 3
- Billing address line 4
- Billing address line 5
- Billing address city
- Billing address state/province
- Billing address postal code
- Billing address country
- Shipping company
- Shipping contact
- Shipping phone
- Shipping email
- Shipping address line 1
- Shipping address line 2
- Shipping address line 3
- Shipping address line 4
- Shipping address line 5
- Shipping address city
- Shipping address state/province
- Shipping address postal code
- Shipping address country
- Comment
- Terms
- Channel
- Priority
- ItemRequired
- Description
- QuantityRequired
- Unit priceRequired
- Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Email addressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- New Allocation
Triggers when a new allocation has been added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Bill Payment
Triggers when a new bill payment is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Client
Triggers when a new client has been added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Contract Out for Signature
Triggers when a contract job has been sent out for signature.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Invoice Payment
Triggers when a new invoice payment is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Phase Status Changed
Triggers when a phase status is changed
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Contract Job
Triggers when a new contract job has been added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Job Reopened
Triggers when a contract job has been reopened
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Submittal Approved
Triggers when a submittal has been approved.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Task Marked Complete
Triggers when a task has been marked complete
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Service Job Marked Complete
Triggers when a service job has been marked complete.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Job NameRequired
- Client NameRequired
- AddressRequired
- CityRequired
- State/ProvinceRequired
- ZipcodeRequired
- Country (2-letter abbreviation)Required
- Contract Value
- Line Item Name
- Phase Name
- Invoiced to Date
- Labor Cost to Date
- Material Cost to Date
- Sub Cost to Date
- Payments to Date
- Labor Budget
- Material Budget
- Sub Budget
- Sales Lead
- Project Manager
- Job notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProductRequired
- Item NameRequired
- Description
- Our CostRequired
- Sale PriceRequired
- Item Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileNameRequired
- UrlRequired
- Project IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Vendor NameRequired
- AddressRequired
- Street Address (Continued)
- CityRequired
- Client Contact Name
- Country (2-letter abbreviation)Required
- Email Address
- Phone Number
- State/ProvinceRequired
- Is this vendor a subcontractor?
- Website
- ZipcodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProductRequired
- Description
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource
- Project IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProductRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Description
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ProductRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Purchase Order
Triggers when a new purchase order is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Sales Order
Triggers when a new sales order is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - NameRequired
- Email addressRequired
- Website
- Phone
- Alternate phone number
- Fax number
- Company name
- Billing line 1
- Billing line 2
- Billing line 3
- Billing line 4
- Billing line 5
- Billing city
- Billing state or province
- Billing postal code
- Billing country
- Shipping line 1
- Shipping line 2
- Shipping line 3
- Shipping line 4
- Shipping line 5
- Shipping city
- Shipping state or province
- Shipping postal code
- Shipping country
- Customer notes
- Parent customer
- Terms
- Payment method
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order numberRequired
- Date/timeRequired
- CustomerRequired
- Create customer if not found in SOS Inventory
- Location
- Billing company
- Billing contact
- Billing phone
- Billing email
- Billing address line 1
- Billing address line 2
- Billing address line 3
- Billing address line 4
- Billing address line 5
- Billing address city
- Billing address state/province
- Billing address postal code
- Billing address country
- Shipping company
- Shipping contact
- Shipping phone
- Shipping email
- Shipping address line 1
- Shipping address line 2
- Shipping address line 3
- Shipping address line 4
- Shipping address line 5
- Shipping address city
- Shipping address state/province
- Shipping address postal code
- Shipping address country
- Comment
- Terms
- Channel
- Priority
- ItemRequired
- Description
- QuantityRequired
- Unit priceRequired
- Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search query
- Start date
- End date
ActionThis is an event a Zap performs.SearchFind existing data in your app