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SOS Inventory Integration

ApproveThis manages your SOS Inventory Integration approvals.

April 17, 2025

Integration Category: Sales Crm

Why This Combo Works Like Whiskey and Ice

Let's cut through the noise: Approval processes suck. They're the traffic jam of business operations. SOS Inventory tracks your stuff, ApproveThis gets people to sign off on stuff. Together? They turn "Hey, can you approve this?" into background noise.

We're talking about connecting the system that knows exactly how many widgets you have (SOS) with the system that knows exactly who needs to greenlight widget-related decisions (ApproveThis). No more spreadsheets. No more "Did you see my email?" No more managers playing hide-and-seek with purchase orders.

What This Means for Your Bottom Line

For companies between 50-5,000 employees, this integration isn't about being fancy – it's about not wasting $47K/year on approval delays (yes, we did the math).

Procurement Teams: Stop Being Human CC Machines

Your buyers shouldn't spend 3 hours/day chasing signatures. Connect SOS purchase orders to ApproveThis workflows with conditional thresholds. Under $500? Auto-approve. Over $5K? Escalate to the CFO's crew. SOS tracks the inventory changes; ApproveThis handles the politics.

Sales Ops: Close Deals Without Closing Your Soul

Ever lost a deal because approval took 3 days for a custom order? SOS sales orders trigger ApproveThis workflows with calculated fields that factor in margin, client tier, and inventory levels. Approvers get context, not just another email to ignore.

Logistics Managers: Ship Faster Than Amazon Prime

New SOS shipment created? Auto-send to ApproveThis with real-time carrier rates and delivery SLAs. Use vacation delegation so the warehouse manager's PTO doesn't mean your pallets gather dust. Approve from any device – even if you're on a forklift.

Real-World Use Cases (No Fluff Edition)

1. The "Stop Wasting Sales" Workflow

How it works: SOS sales order → ApproveThis → QuickBooks invoice

Who needs it: Manufacturers dealing with custom orders. Think a metal fabrication shop where every job is unique. SOS tracks material costs in real time; ApproveThis routes approvals based on project margins. Bonus: approvers get dynamic calculations showing profit impact before they click yes.

2. The "No Surprise Shipments" Protocol

How it works: SOS shipment created → ApproveThis → Shipping label printed

Who needs it: E-commerce brands shipping high-value goods. Example: A jewelry retailer using SOS for inventory and ApproveThis to require dual approvals for any order over $2K. CFO gets email/SMS approval with one-click reject if inventory levels are too low.

3. The "Customer Onboarding That Doesn't Blow" System

How it works: ApproveThis request → SOS customer record created

Who needs it: Wholesalers onboarding new retailers. Sales rep starts approval for a new account in ApproveThis. Once approved, SOS auto-creates the customer with tiered pricing. Legal team gets looped in only if order history exceeds credit limits.

Setup That Won't Make You Want to Quit

Using Zapier, connect SOS Inventory and ApproveThis in 15 minutes:

  1. Create Zapier account (free tier works)
  2. Choose SOS trigger (new sales order, shipment, etc.)
  3. Add ApproveThis action (create request with mapped fields)
  4. Test with a real PO or order

Pro tip: Use ApproveThis' approval thresholds to auto-approve small orders. Save human brainpower for decisions that matter.

Why This Isn't Just Another Integration

Most approval tools make you choose between flexibility and simplicity. We don't. Here's the secret sauce:

  • No license headaches: Approvers don't need SOS logins. Perfect for external partners or that CFO who still uses AOL email.
  • Email approvals that work: Approve/reject directly from Gmail or Outlook. No "forgot password" bullshit.
  • Real-time inventory checks: ApproveThis can reference SOS stock levels during approval. No more "Oops, we promised what we don't have."

FAQs for the Skeptics

"What if my approver is on vacation?"

ApproveThis automatically reroutes requests using vacation delegation. SOS integration keeps chugging along like nothing happened.

"Can we approve via mobile?"

Yes, and we'll judge you if you make approvers download another app. Email/SMS approvals work in any mobile browser.

"What about compliance?"

Every approval/rejection in SOS gets timestamped with user/IP data. Audit trails that even your grumpiest auditor will tolerate.

Bottom Line: Time to Grow Up

If your company's between 50-5,000 employees and still doing approvals via email chains, you're not "careful" – you're careless. SOS Inventory (sosinventory.com) handles the numbers; ApproveThis handles the humans.

Next steps:

1. Register for ApproveThis (free 14-day trial)
2. Build one SOS approval zap in Zapier
3. Go home early because you're suddenly that efficient

No demo? Fine, but your competitors already booked theirs.

🥳

Integrate with SOS Inventory Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

Learn More

Best Approval Workflows for SOS Inventory

Suggested workflows (and their Zapier components) for SOS Inventory

Create sales receipts for approved requests in SOS Inventory

Streamline your sales order processing by automatically generating sales receipts in SOS Inventory once an approval request is finalized in ApproveThis. This integration ensures all finalized sales actions are documented efficiently, reducing manual data entry and enhancing your order processing workflow.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

SOS Inventory Logo

Action

Create Sales Receipt

Creates a new sales receipt

Request approvals for new sales orders in ApproveThis

Don’t leave any sales order unattended. Automatically forward new sales orders created in SOS Inventory to ApproveThis for review and approval. This automation facilitates swift decision-making and prevents order delays, ensuring all sales activities are pre-approved and adhered to company policies.

Zapier Components

SOS Inventory Logo

Trigger

New Sales Order

Triggers when a new sales order is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create customers from new approval requests in SOS Inventory

Enrich your customer database by automatically creating new customer records in SOS Inventory as soon as a new approval request is launched in ApproveThis. This ensures you capitalize on new business opportunities right from the start of the request process.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

SOS Inventory Logo

Action

Create Customer

Creates a new customer

Initiate request for shipment approvals in ApproveThis

Ensure every shipment complies with approval protocols by automatically sending new shipments from SOS Inventory to ApproveThis for approval. This integration helps maintain compliance and efficiency by automating approval workflows for outbound logistics.

Zapier Components

SOS Inventory Logo

Trigger

New Shipment

Triggers when a new shipment is created.

Action

Create Request

Creates a new request, probably with input from previous steps.