InventoryBase + agentOS Integrations

See the kind of workflows teams build with InventoryBase and agentOS below — describe the exact one you want above and the Agent builds it on demand.

InventoryBase + agentOS When a client is created in InventoryBase, sync the client details into agentOS.

Sync newly created leads across CRM platforms When a new lead is captured in InventoryBase, automatically create or update the matching contact in agentOS to keep records synchronized. See details

Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in agentOS, update the corresponding opportunity stage in InventoryBase for unified revenue reporting. See details

Log pipeline stage updates as CRM activities When a deal moves forward in InventoryBase, log a status update activity on the corresponding account record in agentOS. See details

Browse the full workflow library →

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Triggers & actions for InventoryBase and agentOS

Everything InventoryBase and agentOS can do inside a workflow — the triggers that start one and the actions that run when it fires.

InventoryBase Explore InventoryBase →

An inspection and property reporting software built for estate agents and property managers to perform site audits.

Triggers

Action Report Created

Triggers when a Action Report is created.

Client Created

Triggers when a client is created.

Client Deleted

Triggers when a client is deleted.

Client Updated

Triggers when a client is updated.

Inspection Cancelled

Triggers when an inspection is cancelled.

Inspection Closed

Triggers when an inspection is closed.

Actions

Create a Clerk

Create a new clerk

Find or Create Clerk

Find or create a Clerk

Create Client

Creates a new client

Find or Create Client

Find or create a Client

Create Inspection

Creates a new inspection

Add Message

Adds message to an inspection.

agentOS Explore agentOS →

agentOS is a property management and estate agency software platform designed to manage tenancies, clients, and real estate operations.

Triggers

New Marketing Property

Triggers when a new marketing property is created in agentOS to provide enough information to post the marketed listing to social media.

New Appointment

Triggers when a new appointment is created in agentOS.

New Person

Triggers when a new person of specified type is created in agentOS.

Actions

Create a New Appointment

Creates a new appointment in agentOS.

Create a New Person

Creates a new person record on agentOS

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