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Cin7 Core Inventory Zapier integrationAutomate Cin7 Core Inventory with Zapier.
The Cin7 Core Inventory Zapier integration gives you 15 triggers, 15 actions and 10 searches. Every trigger is instant, the app works on the free plan, and this page shows what each Zap costs and where it tends to break.
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What the Cin7 Core Inventory Zapier integration actually does
It links your Cin7 Core account to Zapier, the tool that runs automations between apps. Something happens in Cin7 Core (a sale, a payment, a stock change), and Zapier carries out the next steps for you, in Cin7 Core itself or in another tool you already use. You set it up once, and it runs on its own.
Three results come back again and again. First, an order desk that fills itself: an order captured somewhere else becomes a sale in Cin7 Core through Create Sale, then gets its pack and its shipment through Add Sale Pack and Add Sale Shipment. Second, cash that is logged where it belongs: a payment taken elsewhere lands on the right sale with Add Sale Payment, once Find a Sale Extended has located the order. Third, stock alerts that leave the warehouse: Stock Level Update starts a Zap the moment availability moves, so a buyer hears about a low line without opening the back office.
What it does not do matters just as much. There is no delete action at all: a Zap can create and update, never remove. Purchases only work one way: a Zap can react to New Purchase / Updated Purchase, but no action creates or edits a purchase order. Everything the ready-made actions leave out goes through API Request (Beta), which is a tool for people comfortable with raw requests, not a shortcut.
If you are weighing other platforms, the Cin7 Core Inventory Make integration page covers the same app on Make, and the n8n vs Zapier comparison is the next read.
Zapier vocabulary in one minute
Eight words, and you can read any Zap. Each one is explained here once, then used plainly on the rest of the page.
- Zap
- The automation you build: one trigger, then one or more actions that run each time that trigger event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is switched on, Zapier waits for it and nothing else.
- Action
- What the Zap does after it starts: the step that writes, sends or moves something in an app on your behalf.
- Task
- The unit Zapier bills. One task is one action your Zap finishes successfully, and your plan counts those.
- Instant vs polling
- An instant trigger is reported by the app itself the moment it happens. A polling trigger is checked by Zapier on a timer set by your plan.
- Filter
- A step that lets the Zap continue only when the incoming data meets your condition, and stops it quietly otherwise.
- Search step
- A step that looks up something that already exists in an app, so the steps after it can reuse what was found.
- Connection
- Your Cin7 Core account linked to Zapier once, then reused by every step of every Zap that touches the app.
What a Cin7 Core Zap really costs
Zapier bills tasks, not Zaps. The trigger is free, and so is waiting for it.
- TriggerNever costs a task
- Successful actionOne task each
- Failed actionNot counted
- Free plan100 tasks a month, two-step Zaps only
- App accessAvailable on the free plan
Each action that goes through counts as one task, so a Zap with three actions uses three times what a one-action Zap uses. An action that fails is not counted. Cin7 Core Inventory is not reserved for paid plans, so the free plan can run it, with 100 tasks a month. The catch: on the free plan a Zap stops at two steps, one trigger and one action. Add a filter, a search or a second action and the Zap becomes multi-step, which needs a paid plan. The interval grid below only matters for polling triggers, and every Cin7 Core trigger is instant.
Connect Cin7 Core Inventory to Zapier in three steps
- 01
Open the Apps page
In your Zapier account, go to Apps and click + Add connection. Before that, make sure you have a Cin7 Core account, plus read or write access to anything you do not own and want the Zap to touch.
- 02
Pick Cin7 Core Inventory
Type the app name in the search box of the dialog, select Cin7 Core Inventory, then click Add connection. A new tab opens on the Cin7 Core side so you can sign in with your own account.
- 03
Grant access
Sign in to Cin7 Core in that tab and allow Zapier to reach the account. From then on, every Zap step that uses Cin7 Core can reuse this connection, so you only do this once per account.
Your first Zap: pack every new wholesale sale
GoalWhen a sale is created in Cin7 Core, keep only the ones that match your condition, then add the pack to that sale.
- 01
Build: set the trigger
Start a new Zap, choose Cin7 Core Inventory as the app and New Sale as the event. Pick your connection. The editor shows a lightning bolt, the sign of an instant trigger.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent sales of the account, so you map fields on a real order instead of guessing what the data will look like.
- 03
Add the filter
Click the plus icon, choose Filter, then set the field to look at, the rule and the value. Pick a text rule for text and a number rule for numbers, or the filter never passes.
- 04
Add Sale Pack
Add Cin7 Core Inventory again, event Add Sale Pack. Map the Sale ID from the trigger, then fill status, SKU, location and quantity, all five required.
- 05
Test, then Publish
Test the action and read what came back in Cin7 Core. Then click Publish. The filter makes this a multi-step Zap, so it needs a paid plan.
Cin7 Core Inventory triggers
15 events start a Zap when something happens in Cin7 Core Inventory, and 15 of them are instant: the app calls Zapier straight away, whatever your plan.
New Customer / Updated Customer
Instant triggerIn Zapier“Triggered when customers are created or updated.”
One event watches your customer list both ways: it starts the Zap when a customer is added in Cin7 Core and again whenever that record is edited later.
New Product / Updated Product
Instant triggerIn Zapier“Triggered when products are created or updated.”
Your catalogue becomes a starting point: a product created in Cin7 Core starts the Zap, and so does any later edit to that product.
New Purchase / Updated Purchase
Instant triggerIn Zapier“Triggered when purchases are created or updated.”
Purchase orders get their own trigger: the Zap starts as soon as a purchase is raised in Cin7 Core, and again each time someone edits it.
Sale Additional Info Added
Instant triggerIn Zapier“Triggers when an additional information is added to a sale”
Fires on a narrow event: someone adds additional information to an existing sale in Cin7 Core. The sale itself is not new, only the extra details are.
Sale Attachment Added
Instant triggerIn Zapier“Triggers when an attachment is added to a sale”
Reacts when a file is attached to a sale in Cin7 Core, whether a signed quote, a proof of delivery or anything else your team uploads to the order.
Sale Voided/Undone
Instant triggerIn Zapier“Triggers when a sale is voided or undone.”
Covers the sales that go backwards: the Zap starts when a sale in Cin7 Core is voided or undone, which is often the step people forget to automate.
New Sale
Instant triggerIn Zapier“Triggers when a new sale is created.”
The plainest event of the lot: a sale is created in Cin7 Core and the Zap starts. It is the natural first card for anything that follows an order.
Sale Credit Note Authorised
Instant triggerIn Zapier“Triggers when a sales credit note authorised.”
Waits for a credit note on a sale to be authorised in Cin7 Core. Nothing earlier in the credit note's life starts the Zap.
Sale Fulfilment Update
Instant triggerIn Zapier“Triggers when a sale's fulfilment status is updated.”
Follows the warehouse side of a sale: the Zap starts whenever the fulfilment status of a sale changes in Cin7 Core.
Sale Invoice Authorised
Instant triggerIn Zapier“Triggers when a sales invoice authorised.”
Kicks off the Zap the moment a sales invoice is authorised in Cin7 Core, which is usually the point where an order turns into money owed.
New Payment
Instant triggerIn Zapier“Triggers when a payment is added to a sale.”
Listens for money coming in: the Zap starts when a payment is added to a sale in Cin7 Core.
Sale Shipment Tracking Number Changed
Instant triggerIn Zapier“Triggers when a sale's shipment tracking number changed.”
Fires when the tracking number on a sale's shipment changes in Cin7 Core.
Sale Status Change
Instant triggerIn Zapier“Triggers when a sales status is changed.”
A wide net over the order lifecycle: the Zap starts whenever the status of a sale changes in Cin7 Core.
Stock Level Update
Instant triggerIn Zapier“Triggered when a change is made to product availability.”
Watches availability rather than documents: the Zap starts whenever a change is made to how much of a product is available in Cin7 Core.
New Supplier / Updated Supplier
Instant triggerIn Zapier“Triggered when suppliers are created or updated.”
Mirrors the customer trigger on the buying side: a supplier added in Cin7 Core starts the Zap, and so does any later edit to that supplier.
Cin7 Core Inventory actions
Cin7 Core Inventory gives you 15 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
Add Sale Attachment.
ActionIn Zapier“Adds attachment to sale.”
Puts a file on a sale in Cin7 Core, so the paperwork sits next to the order it concerns.
Create Customer
ActionIn Zapier“Creates a new customer.”
Adds a customer record to Cin7 Core, ready for sales to be raised against it.
Add Sale Pack
ActionIn Zapier“Adds pack to sale.”
Adds a pack to a sale, telling Cin7 Core which product leaves which location and in what quantity.
Add Sale Payment
ActionIn Zapier“Adds payment to sale.”
Records a payment against an existing sale in Cin7 Core.
Create Product
ActionIn Zapier“Creates a new product.”
Adds a product to the Cin7 Core catalogue from data that arrives in an earlier step.
Create Sale
ActionIn Zapier“Creates a new sale.”
Raises a new sale in Cin7 Core, with its customer and its lines.
Add Sale Shipment
ActionIn Zapier“Adds shipment to sale.”
Logs a shipment on a sale in Cin7 Core, the step that closes the loop between order and delivery.
Create Stock Adjustment
ActionIn Zapier“Creates a stock adjustment.”
Changes the quantity on hand for a product at one location, as a dated adjustment in Cin7 Core.
Create Stock Transfer
ActionIn Zapier“Creates a stock transfer.”
Moves stock from one location to another inside Cin7 Core, as a transfer with its own dates.
Create Supplier
ActionIn Zapier“Creates a new supplier.”
Opens a new supplier in Cin7 Core so purchases can be placed with it.
Update Customer
ActionIn Zapier“Updates a customer.”
Edits an existing customer in Cin7 Core, for instance to put an account on credit hold.
Update Product
ActionIn Zapier“Updates the product.”
Rewrites a product record in Cin7 Core from fresher data held elsewhere.
Update Sale
ActionIn Zapier“Updates a sale.”
Edits a sale already in Cin7 Core, keeping it in step with changes made upstream.
Update Supplier
ActionIn Zapier“Updates a supplier.”
Changes a supplier already in Cin7 Core, from its payment term to its tax rule.
API Request (Beta)
ActionIn Zapier“This is an advanced action which makes a raw HTTP request that includes this integration's authentication.”
Sends a raw request to Cin7 Core using your existing connection, for anything the fourteen ready-made actions do not cover.
Cin7 Core Inventory searches
10 search steps look for data that already exists in Cin7 Core Inventory, so a later step can use it.
Searches sit at the bottom of the Action event list, under SEARCH. Some action fields also offer + Add search step, which inserts the lookup just before the step and wires the result in. Three settings decide what happens when the lookup does not go as planned.
Find an Assembly
SearchIn Zapier“Search for assembly by status, sale id or other fields.”
Looks up an assembly in Cin7 Core by status, sale id or other fields, so a later step can work with it. Whether it expects an exact value or a close one is decided by Cin7 Core, not by Zapier.
Find a Customer
SearchFind or createIn Zapier“Search for customer by name.”
Finds a Cin7 Core customer by name and passes its record on to the steps that follow.
Find a Sale Payments
SearchIn Zapier“Search for sale payments by sale id, order number, invoice number, credit note number.”
Retrieves the payments recorded on a sale, looked up by sale id, order number, invoice number or credit note number. Several payments can come back for one sale, and by default the step keeps only the first.
Find a Products Availability
SearchIn Zapier“Search for products availability.”
Returns availability figures for products in Cin7 Core, page by page.
Find a Product
SearchIn Zapier“Search for product by name or sku.”
Finds a product by its name or SKU and hands its record to the next steps. A name can match more than one product, and the default keeps the first one, so the SKU is the safer key.
Find a Sale Credit Note
SearchIn Zapier“Search for sale credit note by id.”
Pulls a specific credit note on a sale, identified by its id. It is the natural follow-up when the trigger alone does not carry enough.
Find a Sale Fulfilment
SearchIn Zapier“Search for sale fulfilment by id.”
Fetches one fulfilment of a sale by its id. Use it when a message needs more than the trigger brought.
Find a Sale Invoice
SearchIn Zapier“Search for sale invoice by id.”
Reads a sales invoice from Cin7 Core by its id, so the amounts can travel to another tool.
Find a Sale
SearchIn Zapier“Search for sale by id.”
Retrieves a single sale when you already hold its Sale ID, which is required. If nothing matches, the Zap stops at this step unless you switch on the setting described above.
Find a Sale Extended
SearchIn Zapier“Search for sale by order number, status, customer, invoice number, customer reference, credit note number.”
The broader sale lookup: by order number, status, customer, invoice number, customer reference or credit note number. Several sales can share a status or a customer, so pick carefully what happens when more than one matches.
The three settings every search exposes
- Successful if no search results are found?Left at its default, a search that finds nothing stops the Zap and the dependent steps are skipped. Switch it on and the Zap carries on empty-handed.
- Create X if it doesn't exist yet?Ticking it turns the search into a find-or-create: the setting above disappears and the step asks for the fields needed to create the missing item.
- If multiple search results are found?Three ways out when several items match: keep the first one (the default), stop the Zap, or hand all of them to the next steps.
When a Cin7 Core Zap breaks
Zapier attaches no help article to Cin7 Core Inventory, and no app-specific limit is documented. What breaks is what breaks on any Zap, with a few twists that this app makes more likely.
Most of these come from the design of the integration itself: every trigger is instant and many of them cover both new and updated records. That makes loops easy to build and bulk changes easy to trigger. When a Zap misbehaves, the Zapier troubleshooting page is the place to start.
The past is never picked up
A Zap only reacts to what happens after you switch it on. Sales, customers or stock moves that existed before are not processed; moving that backlog is a separate job.A Zap that sets itself off
New Product / Updated Product plus Update Product on the same item restarts the Zap after each write. The loop repeats and burns through your task count fast.Bulk changes get held back
A stock count or catalogue import can fire a huge batch of trigger events at once. Zapier's flood protection may hold that batch back instead of running it.A filter that never passes
Filter rules are typed. A text rule on a quantity, or a number rule on a status, never matches, so every run stops at the filter without a word.
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