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Megaventory Zapier integrationAutomate Megaventory with Zapier.

The Megaventory Zapier integration gives you 82 triggers, 28 actions and 29 searches. Every trigger is instant, from a low stock alert to a shipped sales order. The actions write orders, documents, transfers and production orders; the searches find records by ID, name or number.

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Overview

What the Megaventory Zapier integration does for an inventory team

Megaventory is business software for inventory and order management, with light manufacturing and reporting. Connected to Zapier, it reports what happens to orders, stock and production to a Zap (the automation you build on Zapier: one event that starts it, then one or more steps that run every time), and lets the Zap write back into Megaventory without anyone retyping an order.

Reorders that start themselves. New Low Stock Product fires when a product is low on stock in an inventory location. Behind it, Find Supplier By Name and Insert A Purchase Order prepare the order for a buyer to approve.

Orders from your other channels, recorded once. Insert A Sales Order takes a Client ID, a status and order rows by SKU and quantity. With Find Client By Name and Find Product By SKU in front, a sale made elsewhere lands in Megaventory with the right client and products.

Production that keeps the rest of the company informed. Ten triggers follow production orders, from New Production Order to Receive Finished Goods From Production Order, and eight actions drive them, so a finished batch can tell sales it is in stock.

What Zapier does not do here: no search offers a find-or-create version, some records can only be created, not updated (currencies, discounts, taxes, locations, categories), and nothing reaches events from before the Zap was switched on. If you are comparing tools for this job, see our n8n vs Zapier and Make vs Zapier comparisons.

Vocabulary

Zapier words, in plain English

Eight words come back throughout this page. Here they are once, so the rest reads easily.

Trigger
The event in an app that starts the Zap. Once the Zap is on, Zapier waits for it, here an order, a product or a production event.
Action
What the Zap does after it starts: the step that creates, updates or moves something for you, such as a purchase order.
Task
The unit Zapier bills. One task is one action your Zap completes successfully; the number on your plan counts those.
Instant trigger
A trigger the app reports itself: it calls Zapier the moment the event happens, so nothing waits for a check. All 82 here are.
Polling trigger
A trigger Zapier checks on a timer, asking the app for new items at a fixed interval. Megaventory has none.
Filter
A step that lets the Zap go on only when what arrived meets the condition you set, and stops it there otherwise.
Search step
A step that looks up a record that already exists, such as a client or a product, so the next steps can use it.
Multi-step Zap
Any Zap beyond one trigger and one action. A search, a filter or a second action makes one, and it then needs a paid plan.
Cost

What a Megaventory Zap really costs

Megaventory is not a premium app, so it works from Zapier's free plan. Zapier bills in tasks, and only a completed action is one.

  • Megaventory triggers82, all instant, no task
  • Each successful action1 task
  • Free plan100 tasks a month, two-step Zaps
  • Premium appNo

The trigger never costs a task, however many orders move in a day. Each action that succeeds counts on its own: a Zap that inserts one purchase order per alert spends one task per alert, and adding a search step makes it multi-step. An action that fails is not counted. The free plan gives 100 tasks a month and unlimited Zaps of two steps, one trigger and one action. Most Megaventory actions want IDs that a search provides, so expect a paid plan. The interval grid below concerns polling triggers only; it does not apply to Megaventory's 82 instant triggers.

Connect

Connect Megaventory to Zapier in three steps

  1. 01

    Open your connections

    In Zapier, go to the Apps page of your account and click + Add connection. A connection is your Megaventory account linked once, then reused by every step that uses Megaventory.

  2. 02

    Pick Megaventory

    Type Megaventory in the search box of the dialog, select it, then click Add connection. A new tab opens so you can identify yourself on the Megaventory side.

  3. 03

    Sign in and allow access

    Sign in to Megaventory in that tab and grant Zapier access to the account. You need a Megaventory account, plus read or write access to the records you do not own and want the Zap to touch.

First Zap

Your first Zap: low stock turned into a purchase order

GoalWhen a product runs low in an inventory location, the Zap finds your usual supplier by name and inserts a purchase order with that product, for a buyer to review in Megaventory.

  1. 01

    Create the Zap

    Start a new Zap, pick Megaventory as the app that starts it and New Low Stock Product as the event, then select the connection you just made.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent items of the connected account. If nothing comes back, change a product's alert level in the On-Hand Inventory and Alerts page.

  3. 03

    Add Find Supplier By Name

    Add Megaventory with Find Supplier By Name and type the supplier's name as Megaventory holds it. The test shows whether a supplier matches.

  4. 04

    Add Insert A Purchase Order

    Add Insert A Purchase Order. Map the Supplier ID from the search, choose the Order Status, then the product SKU and a quantity in the order row; check at the trigger test which field carries the SKU.

  5. 05

    Test, then publish

    Run each step once and check the order in Megaventory, then publish the Zap to switch it on. With a search step it is multi-step, so it needs a paid plan.

Triggers

Megaventory triggers

82 events start a Zap when something happens in Megaventory, and 82 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Delete Category

Instant trigger

In Zapier“Triggers when a Category is deleted.”

A category removed from Megaventory starts this Zap. Your other tools can then drop the same category, so the lists of products in your shop and in your inventory stay grouped the same way.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
your online catalog groups products by the same categories and should drop the one that disappeared.
Watch out
the category is already gone in Megaventory, so check at the test what the event still carries.
2

Delete Client

Instant trigger

In Zapier“Triggers when a Client is deleted.”

Any client record you delete in Megaventory sets off this trigger. It is the signal to clean up wherever that customer also lives, such as a CRM, a mailing list or a support tool.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
sales keeps a contact list outside Megaventory and wants deleted clients archived there too.
Watch out
a deletion cannot be undone from the Zap, so let the steps after it archive rather than erase what they touch elsewhere.
3

Delete Currency

Instant trigger

In Zapier“Triggers when a Currency is Deleted.”

Removing a currency from Megaventory fires this one. Price lists and quotes kept in other tools may still show that currency, so this is the moment to tell whoever maintains them.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
finance wants to know right away when someone removes a currency the price lists rely on.
Watch out
a message to a person can be safer than an automatic change in another tool; decide who checks the prices.
4

Delete Discount

Instant trigger

In Zapier“Triggers when a Discount is Deleted.”

Each discount deleted in Megaventory reaches your Zap through this trigger. Pricing in other tools can then stop offering a reduction that Megaventory no longer applies.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
your sales team quotes from a shared sheet of discounts that must match Megaventory.
Watch out
only discounts deleted after the Zap goes live are reported, never older ones.
5

Delete Document Type

Instant trigger

In Zapier“Triggers when a Document Type gets deleted.”

Deleting a document type in Megaventory starts the Zap. Document types define which kinds of documents the account produces, so this is a configuration change, not daily business.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
an admin wants a written trace of configuration changes kept in a log sheet.
Watch out
Insert A Document asks for a Document Type ID, so review any Zap that passes the deleted one.
6

Delete Inventory Location

Instant trigger

In Zapier“Triggers when an Inventory Location is deleted.”

When an inventory location disappears from Megaventory, such as a closed warehouse or store, this trigger tells Zapier. Stock tools that list locations can follow.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
your shipping or marketplace tool lists stock per location and should stop showing that one.
Watch out
Zaps that pass this Inventory Location ID to Adjust Product Stock In Location need updating.
7

Delete Pricing Rule

Instant trigger

In Zapier“Triggers when a Pricing Rule is deleted.”

Pricing rules removed from Megaventory come through here. The prices computed from that rule change, so tools that copy those prices may need to know about it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a pricing manager wants an alert whenever a rule is deleted, to check nothing broke.
Watch out
Find Pricing Rule By Id will find nothing for that rule afterwards.
8

Delete Product

Instant trigger

In Zapier“Triggers when a Product is Deleted.”

Deleting a product in Megaventory sets off this trigger. It is the cue to remove or hide the same item wherever else you sell or list it, before someone orders it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a product is discontinued and your storefront should not keep selling it.
Watch out
check at the test whether the SKU still comes through, since the product no longer exists.
9

Delete Supplier

Instant trigger

In Zapier“Triggers when a Supplier is deleted.”

Suppliers deleted from Megaventory start the Zap through this trigger. Purchasing sheets and vendor lists kept outside Megaventory can follow the change.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
accounts payable keeps a vendor sheet that must not list suppliers you dropped.
Watch out
Insert A Purchase Order needs a Supplier ID, so review Zaps that pass that supplier's ID.
10

Delete Tax

Instant trigger

In Zapier“Triggers when a Tax is deleted.”

Taxes you remove in Megaventory reach Zapier here. Deleting a tax changes how future documents are taxed, which matters to whoever keeps your books.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
your accountant wants every tax change logged with its date for the audit trail.
Watch out
Find Tax By Name will no longer return it, so review Zaps that look it up.
11

Approve Document

Instant trigger

In Zapier“Triggers when a Document gets approved”

Approved documents start this Zap. Approval is a step in the life of a document in Megaventory, which makes it a good point to share or archive the document elsewhere.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a finance team wants each approved document copied to its records as soon as it is final.
Watch out
the trigger asks for a Document Type, a required field, so each Zap follows one kind of document; build one per type you care about.
12

Cancel Document

Instant trigger

In Zapier“Triggers when a Document is cancelled”

Cancelling a document in Megaventory fires this trigger. Whatever you built on that document in another tool probably needs to be reversed or marked void.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a copy of the document lives in your accounting tool and should be marked void there.
Watch out
Update A Document only allows Cancelled from Verified, so cancellations follow Megaventory's own rules.
13

Delete Document

Instant trigger

In Zapier“Triggers when a Document is deleted”

Document deletions come through here, for the document type picked in the trigger. Update A Document only accepts the Delete action while a document is Pending, which tells you where such a document stood.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
you mirror Pending documents in a review sheet and want deleted ones removed.
Watch out
the document is gone, so look at the test result before mapping anything from it.
14

Reopen Document

Instant trigger

In Zapier“Triggers when a Document is reopened”

Reopening a closed document in Megaventory sets off this one. Something about that document is about to change again, so the numbers built on it may move.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a manager wants to know each time a closed document is reopened, since it reopens the numbers.
Watch out
per the status rules of Update A Document, ReOpened only follows Closed.
15

Update Document

Instant trigger

In Zapier“Triggers when a Document gets updated”

Every update to a document in Megaventory reaches the Zap. It is the broadest of the document events, since any saved change counts, not only a change of status.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a shared tracker should always show the latest version of each document.
Watch out
a Zap that writes back into documents can set itself off; keep the writing steps away from what this trigger watches.
16

Close Document

Instant trigger

In Zapier“Triggers when a Document is closed”

Closing a document in Megaventory starts this Zap. Closing gives a clear signal to archive the document or settle it in another tool, such as the one that reconciles your books.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a closed document is the cue to archive it or notify whoever reconciles your books.
Watch out
if you also use Reopen Document, the same document can close more than once.
17

Cancel Goods Transfer

Instant trigger

In Zapier“Triggers when a Goods Transfer is cancelled”

Goods transfers that get cancelled come through this trigger. The stock that was meant to move between two of your locations stays where it was.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
the receiving location was told to expect goods and should hear that they are not coming.
Watch out
pair it with New Goods Transfer if you track each transfer from start to finish.
18

Close Goods Transfer

Instant trigger

In Zapier“Triggers when a Goods Transfer is closed”

Closing a goods transfer fires this one, once the movement of stock between your two locations is over in Megaventory.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a warehouse lead wants a line in the transfer log each time one is completed.
Watch out
closing is distinct from receiving items; choose the event that matches your process.
19

Delete Goods Transfer

Instant trigger

In Zapier“Triggers when a Goods Transfer is deleted”

Deleted goods transfers reach your Zap here. Update A Goods Transfer only accepts the Delete action while a transfer is Pending, so the transfer had not been carried out yet.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
you list planned transfers in a sheet and want deleted ones taken off.
Watch out
check at the test which details survive the deletion.
20

Receive Goods Transfer Items

Instant trigger

In Zapier“Triggers when Goods Transfer items are received”

Items of a goods transfer received at the destination start the Zap. The stock is now physically in the location it was sent to.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
the store that receives the goods should be able to sell them online right away.
Watch out
before a store announces the goods online, look at the test result to see which items and quantities the event carries.
21

Ship Goods Transfer Items

Instant trigger

In Zapier“Triggers when Goods Transfer items are shipped”

Shipping the items of a goods transfer sets off this trigger, as they leave the sending location. They are on the way but not yet received at the other end.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
warn the receiving team that goods are on their way so they can plan the space.
Watch out
items shipped are not yet received; the two events come separately.
22

Reopen Goods Transfer

Instant trigger

In Zapier“Triggers when a Goods Transfer is Reopened”

Reopened goods transfers come through here, after having been closed. Something on that transfer is about to change again, and the stock figures built on it may move.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
your stock controller wants every reopened transfer reviewed before the next count.
Watch out
a reopened transfer can close again and fire Close Goods Transfer a second time.
23

Update Goods Transfer

Instant trigger

In Zapier“Triggers when a Goods Tranfer is updated”

Any change to a goods transfer in Megaventory reaches the Zap, whatever was edited on it. It is the catch-all event for transfers, so think about what you really want to hear about.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
keep a shared transfer board in step with Megaventory without opening it.
Watch out
this event is broad; a filter keeps only the changes you care about, and it makes the Zap multi-step, so paid.
24

New Low Stock Product

Instant trigger

In Zapier“Triggers when a Product is low on Stock on an Inventory Location. Tip: when you are prompted to create a new Low Stock Product you can simply change the alert level for a product in the On-Hand Inventory and Alerts page.”

Low stock on a product in one of your inventory locations fires this trigger. It warns before a product runs out, which makes it the natural start for a reorder.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a buyer wants a purchase order drafted, or at least a message, before a product runs out.
Watch out
to get a test item, change a product's alert level in the On-Hand Inventory and Alerts page.
25

New Category

Instant trigger

In Zapier“Triggers when a new Category is created.”

New product categories created in Megaventory start this Zap. Categories group your products, so other tools that sort the catalog the same way can follow.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
your e-shop menu should gain the same category without someone retyping it.
Watch out
check at the test how the category name comes through before matching it in your storefront.
26

New Client

Instant trigger

In Zapier“Triggers when a new Client is created.”

Creating a client in Megaventory sets off this trigger. The new customer can then be added to the tools that follow up after a sale, such as a CRM or an email list.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
every new account should get a contact in your CRM and a welcome email.
Watch out
check at the test which client details come through before mapping them.
27

New Currency

Instant trigger

In Zapier“Triggers when a new Currency is Created.”

Adding a currency to Megaventory fires this one. Tools that price or invoice in several currencies can be told about it before a first document uses it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
finance wants a heads-up when a currency appears, to set exchange rates elsewhere.
Watch out
Find Currency By Code can later fetch the currency from its code, such as USD.
28

New Discount

Instant trigger

In Zapier“Triggers when a new Discount is created.”

Fresh discounts created in Megaventory reach the Zap here, ready to be applied to orders. Sales tools that quote prices can be told about them.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
the sales team gets told about each new discount so quotes use it.
Watch out
the discount Percent is set in Megaventory; check at the test that it comes through.
29

New Document

Instant trigger

In Zapier“Triggers when a new Document is created in Pending state.”

Documents created in Pending state start this Zap. Every document type in Megaventory starts its life here, before anyone approves it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a reviewer is told about each new Pending document so nothing waits unseen.
Watch out
this fires on Pending creation only; approval comes later through Approve Document.
30

New Document Type

Instant trigger

In Zapier“Triggers when a new Document Type gets inserted.”

Inserting a new document type sets off this trigger. It is a configuration change rather than daily business, and it widens what Insert A Document can produce.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
the admin who set up your Zaps wants to know when a type appears that they might need.
Watch out
use its ID later in Insert A Document, which requires a Document Type ID.
31

New Goods Transfer

Instant trigger

In Zapier“Triggers when a new Goods Transfer Document is created.”

Goods transfer documents created between two of your locations come through this trigger, before any item is shipped. The receiving side can prepare for it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
the receiving location gets an early notice listing what will be sent its way.
Watch out
the transfer may still change; Update Goods Transfer reports those changes.
32

New Integration Log

Instant trigger

In Zapier“Triggers when a new Integration Log is created.”

Integration logs written by Megaventory, the records of what its connections are doing, start this Zap each time a new one appears.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
send every new log to a channel watched by the person in charge of your integrations.
Watch out
a filter on the log content keeps messages for the entries that matter; a filter needs a paid plan.
33

New Inventory Location

Instant trigger

In Zapier“Triggers when a new Inventory Location is created.”

New inventory locations, such as a new warehouse or shop, fire this one when they are created in Megaventory. Stock can then be assigned to them.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
your shipping tool needs the same location to send from it.
Watch out
its ID is what Adjust Product Stock In Location and transfers ask for later.
34

New Pricing Rule

Instant trigger

In Zapier“Triggers when a new pricing rule is created.”

Pricing rules created in Megaventory reach your Zap through this trigger. A new rule changes how some prices are computed from now on.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a pricing manager wants each new rule logged in a review sheet.
Watch out
check at the test what the rule event contains before mapping it.
35

New Sales Quote

Instant trigger

In Zapier“Triggers when a new Sales Quote is created”

Creating a sales quote in Megaventory starts the Zap. A quote is the step before a sales order, so this is the earliest point to follow a deal.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a sales manager wants each new quote posted in the team channel to follow it up.
Watch out
the quote can still be updated, approved or cancelled; other triggers cover those steps.
36

New Supplier

Instant trigger

In Zapier“Triggers when a new Supplier is created.”

Suppliers added to Megaventory set off this trigger, before the first purchase order is even raised with them.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
accounts payable adds the supplier to its vendor list without waiting for the first invoice.
Watch out
Find Supplier By Name can later fetch the supplier's ID for Insert A Purchase Order.
37

New Tax

Instant trigger

In Zapier“Triggers when a new Tax is created.”

Taxes created in Megaventory come through here. A new tax affects how documents will be taxed from now on.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
your accountant is notified of each new tax with its Percent, for checking.
Watch out
there is no Zapier action to update a tax afterwards, only one to insert it.
38

New Production Order

Instant trigger

In Zapier“Triggers when a new Production Order is created.”

Production orders created in Megaventory fire this trigger. Each one is the start of a manufacturing run for a finished good.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
the workshop gets a task in its planning tool for each production order created.
Watch out
the order may be updated before production starts; Update Production Order follows that.
39

New Purchase Order

Instant trigger

In Zapier“Triggers when a Purchase Order is created in Pending state.”

Purchase orders created in Pending state start this Zap, before anyone approves the spending they represent. The approval itself comes later, as its own event.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
the person who approves spending gets each new Pending purchase order to review.
Watch out
pick Approve Purchase Order instead if you only care about spending that has been approved.
40

New Sales Order

Instant trigger

In Zapier“Triggers when new sales order is created in Pending state.”

Sales orders created in Pending state come through this trigger. It is the earliest point at which a Zap can catch a sale in Megaventory.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
the warehouse sees each new order in its picking sheet as soon as it exists.
Watch out
Pending orders can still change; Approve Sales Order marks when they are confirmed.
41

New Product

Instant trigger

In Zapier“Triggers when a new Product is created.”

Creating a product in Megaventory sets off this one. The new item, with its SKU, can then be pushed to the places where you list or sell it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
your online catalog or marketplace listing should gain the item with its SKU.
Watch out
check at the test which product details come through with the SKU before mapping them to your store.
42

Approve Purchase Order

Instant trigger

In Zapier“Triggers when a Purchase Order gets Approved”

Approving a purchase order fires this trigger. Approval is the go-ahead to order from the supplier, so it is the natural moment to send the order out.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
send the approved order to the supplier by email or post it to the buyers' channel.
Watch out
only approvals after the Zap is published are reported.
43

Cancel Purchase Order

Instant trigger

In Zapier“Triggers when a Purchase Order is cancelled”

Cancelled purchase orders reach the Zap here. The goods you expected from that supplier will not arrive, at least not on that order.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
warn the receiving team to stop expecting that delivery.
Watch out
if you copied the order elsewhere, mark it cancelled there by hand or with another action.
44

Close Purchase Order

Instant trigger

In Zapier“Triggers when a Purchase Order is closed”

Closing a purchase order starts this Zap. The order's cycle is complete in Megaventory, and the buyers can stop following it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
close the matching line in your spend tracker so it stops showing as open.
Watch out
Reopen Purchase Order can bring it back, and it may close again later.
45

Invoice Purchase Order Items

Instant trigger

In Zapier“Triggers when a Purchase Order's items are invoiced (either partially or fully)”

Invoicing the items of a purchase order sets off this trigger, whether the invoice covers them partially or fully.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
accounts payable gets each invoiced purchase order in its approval queue.
Watch out
a partial invoice fires it too, so the same order can fire more than once.
46

Receive Purchase Order Items

Instant trigger

In Zapier“Triggers when Purchase Order items are received”

Receiving the items of a purchase order fires this one, as the goods are received into Megaventory. The people waiting for that delivery can be told it is in.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
sales hears that a back-ordered product is available again.
Watch out
check at the test whether the event tells you which items and how many.
47

Reopen Purchase Order

Instant trigger

In Zapier“Triggers when a Purchase Order is reopened”

Purchase orders reopened after being closed come through this trigger. An order everyone thought finished is active again, and whoever followed it should know.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
the buyer is told so they can see why an order thought finished is active again.
Watch out
a reopened order can trigger Close Purchase Order a second time.
48

Revert Purchase Order To Pending

Instant trigger

In Zapier“Triggers when a Purchase Order is reverted to Pending”

Reverting a purchase order to Pending starts the Zap. The order steps back to where it was before approval, and it will need approving again.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
approvers learn that an order they approved needs a fresh look.
Watch out
after this event the order may be approved again and fire Approve Purchase Order once more.
49

Update Purchase Order

Instant trigger

In Zapier“Triggers when a Purchase Order is updated”

Each update to a purchase order in Megaventory reaches the Zap, whatever changed on it, from quantities to status.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a shared purchasing board stays in step with every change to an order.
Watch out
this event is broad, from quantities to status; check at the test what changed before acting on it.
50

Approve Sales Order

Instant trigger

In Zapier“Triggers when a Sales Order gets Approved”

Approved sales orders set off this trigger, the point where an order becomes firm in Megaventory and the customer can be told.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
the customer gets a confirmation email once their order is approved.
Watch out
approval is not shipping; Ship Sales Order Items covers that later step.
51

Cancel Sales Order

Instant trigger

In Zapier“Triggers when a Sales Order is Cancelled”

Cancelling a sales order fires this one. The goods will not ship and the people who prepared the order need to know.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
the warehouse stops picking it and the customer success team follows up.
Watch out
if an invoice was raised elsewhere, cancelling it there is your Zap's job, not Megaventory's.
52

Close Sales Order

Instant trigger

In Zapier“Triggers when a Sales Order is closed.”

Closed sales orders come through here, at the end of the sale in Megaventory once it has been handled. It is the last of the sales order events in the normal flow.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
ask the customer for a review once their order is closed.
Watch out
a closed order can be reopened and closed again, firing this twice.
53

Invoice Sales Order Items

Instant trigger

In Zapier“Triggers when a Sales Order's items are invoiced (either partially or fully)”

Invoicing a sales order's items starts this Zap, for a partial invoice as much as for a full one. The same order can fire it several times.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
your accounting tool gets a matching entry each time items are invoiced.
Watch out
partial invoicing fires it more than once for the same order.
54

Ship Sales Order Items

Instant trigger

In Zapier“Triggers when a Sales Order's items are shipped (either partially or fully)”

Shipping a sales order's items sets off this trigger, whether part of the order leaves or all of it. The customer can then be told that goods are on the way.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
tell the customer their parcel has left, by email or text.
Watch out
a partial shipment fires it too, so word your message for split deliveries.
55

Reopen Sales Order

Instant trigger

In Zapier“Triggers when a Sales Order is Reopened”

Sales orders reopened after being closed reach the Zap through this trigger. An order thought finished needs attention again, in the warehouse as much as in customer service.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
customer service is told that an order thought finished needs attention again.
Watch out
it can be followed by another Close Sales Order event.
56

Revert Sales Order To Pending

Instant trigger

In Zapier“Triggers when a Sales Order is reverted to Pending”

Sending a sales order back to Pending fires this one. Its earlier approval no longer stands, and the order waits for a new one.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
the person who approved it hears that it will need approving again.
Watch out
expect a new Approve Sales Order event once it is fixed.
57

Update Sales Order

Instant trigger

In Zapier“Triggers when a Sales Order is Updated”

Any update to a sales order in Megaventory starts the Zap, from rows to status. It is the broadest of the sales order events.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a shared order board shows the latest state of every sale.
Watch out
rows and status changes both fire it; check at the test what the event says changed.
58

Approve Sales Quote

Instant trigger

In Zapier“Triggers when a Sales Quote is approved”

Approving a sales quote sets off this trigger. The quote is accepted on your side, a natural cue to turn it into an order.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
turn the approved quote into a sales order with Insert A Sales Order.
Watch out
check at the test what the event carries; Find Sales Quote By Id can fetch the quote if a detail is missing.
59

Cancel Sales Quote

Instant trigger

In Zapier“Triggers when a Sales Quote is cancelled”

Cancelled sales quotes come through here. The deal behind that quote is off, at least in this form. The prospect will not receive an order from it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
the salesperson closes the matching opportunity in the CRM.
Watch out
there is no reopen trigger for quotes, unlike orders and documents.
60

Close Sales Quote

Instant trigger

In Zapier“Triggers when a Sales Quote is closed”

Closing a sales quote in Megaventory starts this Zap, marking the end of that quote's life. Sales reports can record it from here.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
log won or finished quotes in your sales report.
Watch out
closing is not approving; pick the event your process really relies on.
61

Revert Sales Quote To Pending

Instant trigger

In Zapier“Triggers when a Sales Quote is reverted to Pending”

Sales quotes returned to Pending reach your Zap here. The earlier approval no longer applies, and the quote is back to be reworked.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
the approver is told a quote is back in their hands.
Watch out
it may be approved again later and fire Approve Sales Quote once more.
62

Update Sales Quote

Instant trigger

In Zapier“Triggers when a Sales Quote is updated”

Each change to a sales quote fires this trigger, whatever was edited, from rows to status. Every saved edit counts, so decide which changes really matter to you.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a shared quote tracker always reflects the latest version.
Watch out
a filter on the changes that matter makes the Zap multi-step, so it needs a paid plan.
63

Update Category

Instant trigger

In Zapier“Triggers when a Category is Updated.”

Editing a product category in Megaventory sets off this one, such as a renamed category. Catalogs elsewhere can follow the change without anyone retyping it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
your storefront renames the same category when it changes here.
Watch out
check at the test what changed fields the event shows.
64

Update Client

Instant trigger

In Zapier“Triggers when a Client is updated.”

Updated client records start this Zap, for example when contact details change in Megaventory. Tools that hold the same customer can catch up.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
your CRM contact stays in step with Megaventory.
Watch out
check at the test which client details the event carries before overwriting them in your CRM.
65

Update Currency

Instant trigger

In Zapier“Triggers when a Currency is updated.”

Changes to a currency in Megaventory come through this trigger. Price lists that rely on that currency may be affected.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
finance logs each change to a currency used on price lists.
Watch out
currencies cannot be updated from Zapier, only inserted, so this flows one way.
66

Update Discount

Instant trigger

In Zapier“Triggers when a Discount is Updated.”

Editing a discount fires this trigger, for instance when its Percent changes in Megaventory. Sales sheets that list discounts can follow the new value.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
the sales sheet of current discounts shows the new value.
Watch out
Zapier offers no action to update a discount, only to insert one.
67

Update Document Type

Instant trigger

In Zapier“Triggers when a Document Type gets Updated.”

Updating a document type in Megaventory reaches the Zap here. It is a configuration change, worth a trace for whoever set up your Zaps.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
keep a configuration log that tells admins what changed and when.
Watch out
check at the test which details of the type the event shows before mapping them.
68

Update Integration Log

Instant trigger

In Zapier“Triggers when an Integration Log is Updated.”

Integration logs that get updated set off this trigger, after the first version was written. Whoever follows your integrations can see what changed on them.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
alert the person in charge when a log they follow changes.
Watch out
check at the test what the update carries, since the log already existed before.
69

Update Inventory Location

Instant trigger

In Zapier“Triggers when an Inventory Location is updated.”

Edits to an inventory location, such as a new name, come through here when they are saved in Megaventory.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
your shipping tool shows the new name or details of the warehouse.
Watch out
locations can be inserted from Zapier, not updated, so this flows one way.
70

Update Pricing Rule

Instant trigger

In Zapier“Triggers when a Pricing Rule is updated.”

Changing a pricing rule starts this Zap. Prices computed from that rule may move as a result, so whoever owns pricing can keep a trace.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a pricing manager reviews each change before it reaches customers.
Watch out
Find Pricing Rule By Id can fetch the rule's current state after the event.
71

Update Product

Instant trigger

In Zapier“Triggers when a Product is Updated.”

Product updates in Megaventory fire this trigger, from a new description to other edited details of the item. Storefronts can follow the edit.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
your online store gets the new description or details of the item.
Watch out
Find Product By SKU can fetch the full product if the event leaves a detail out.
72

Update Supplier

Instant trigger

In Zapier“Triggers when a Supplier is updated.”

Updated supplier records reach the Zap through this trigger whenever they are edited in Megaventory. Vendor lists kept elsewhere can catch up with the edit.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
the vendor list of accounts payable stays current.
Watch out
check at the test which supplier details changed before copying them over.
73

Update Tax

Instant trigger

In Zapier“Triggers when a Tax is updated.”

Editing a tax in Megaventory sets off this one, for example when its Percent changes. Whoever keeps your books can be told before the next documents use it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
your accountant gets each tax change with its new Percent.
Watch out
taxes can be inserted from Zapier, not updated, so this flows one way.
74

Allocate Materials To Production Order

Instant trigger

In Zapier“Triggers when materials are allocated to a Production Order.”

Allocating materials to a production order starts this Zap. The materials are now reserved for that run and no longer free for other jobs.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
the stock planner sees which materials are now committed.
Watch out
check at the test which materials and quantities the event lists before reporting them.
75

Cancel Production Order

Instant trigger

In Zapier“Triggers when a Production Order is cancelled.”

Cancelled production orders come through this trigger. The manufacturing run will not happen as planned, and the shop floor should hear about it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
the workshop removes the job from its planning board.
Watch out
allocated materials may need returning; Return Materials From Production Order handles that.
76

Close Production Order

Instant trigger

In Zapier“Triggers when a Production Order is closed.”

Closing a production order fires this one, once the job is finished in Megaventory. Reports that count completed runs can take it from here, one line per closed order.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
the production report gains a line for each finished order.
Watch out
Reopen Production Order can make it close again later.
77

Delete Production Order

Instant trigger

In Zapier“Triggers when a Production Order is Deleted.”

Production orders deleted from Megaventory reach the Zap here. The job no longer exists in the app. Planning tools elsewhere can drop it too.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
remove the matching job from the shop-floor schedule.
Watch out
the order no longer exists; check at the test what the event still carries.
78

Delete Finished Good Receipt From Production Order

Instant trigger

In Zapier“Triggers when a Finished Good Receipt is deleted from a Production Order.”

Deleting a finished good receipt from a production order sets off this trigger. Goods that were recorded as received are taken back off the books.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
sales should stop promising stock that is no longer recorded as received.
Watch out
compare with Receive Finished Goods From Production Order to keep your counts right.
79

Receive Finished Goods From Production Order

Instant trigger

In Zapier“Triggers when Finished Goods are received from a Production Order.”

Finished goods received from a production order into stock start this Zap. The batch is now available to sell, and sales can start promising it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
tell sales that a made-to-order batch is ready to ship.
Watch out
a receipt can later be deleted, which fires Delete Finished Good Receipt From Production Order.
80

Reopen Production Order

Instant trigger

In Zapier“Triggers when a Production Order is re-opened.”

Re-opening a production order fires this trigger, when a job that was closed becomes active again. New receipts or allocations may follow.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
the production manager is told that a closed job is active again.
Watch out
expect a new Close Production Order event once it is done.
81

Return Materials From Production Order

Instant trigger

In Zapier“Triggers when allocated materials are returned back to inventory from a Production Order.”

Materials returned to inventory from a production order come through here, after they had been allocated to it. They count as free stock again.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
the stock planner sees the materials free again for other jobs.
Watch out
this concerns materials, not finished goods, which have their own triggers.
82

Update Production Order

Instant trigger

In Zapier“Triggers when a Production Order is updated.”

Production order edits, whether the quantity, the location or another detail, reach the Zap through this trigger every time they are saved.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
your planning board reflects quantity or location changes on the job.
Watch out
the planning tool should look the job up by its ID; Find Production Order By ID can fetch it.
Actions

Megaventory actions

Megaventory gives you 28 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Insert Or Update A Client

Action

In Zapier“Creates or updates a new Client.”

Creates a client in Megaventory, or updates one, from a Name and up to ten client option fields.

When to use it
a new customer signs up in your web shop and needs a client record before their first order.
Watch out
Name is required; check at the test how an existing client is matched before relying on the update.
2

Insert A New Currency

Action

In Zapier“Creates a new Currency.”

Registers a new currency from its symbol, such as $, and its code, such as USD.

When to use it
you open a new market and want the currency ready before the first order.
Watch out
both Currency Symbol and Currency Code are required.
3

Insert A New Discount

Action

In Zapier“Creates a new Discount.”

Sets up a new discount with a Discount Name and a Percent, both required. The discount is then available for orders in Megaventory.

When to use it
a promotion planned in your marketing tool should exist in Megaventory.
Watch out
it cannot update a discount, only create one.
4

Insert A Document

Action

In Zapier“Creates a new Document”

Produces a document of any type from a Document Type ID, a supplier or client ID, a status and rows by SKU and quantity.

When to use it
a document type your other actions do not cover, built from another tool's data.
Watch out
Document Type ID, Supplier/Client ID and Document Status are all required.
5

Update A Document

Action

In Zapier“Updates an already existing Document”

Updates an existing document by its Document ID, with type, client or supplier, status, Action and rows.

When to use it
move a Verified document to Closed once it is settled elsewhere.
Watch out
statuses follow rules: Closed or Cancelled only from Verified, ReOpened only from Closed, Delete only when Pending.
6

Find Bill Of Materials By SKU

Action

In Zapier“Finds an existing Bill of Materials”

Finds an existing bill of materials from a Product SKU. Zapier lists it among the actions, not the searches.

When to use it
check what a finished product is made of before planning production.
Watch out
as an action, it counts a task when it succeeds and has no search settings.
7

Insert A Goods Transfer

Action

In Zapier“Creates a new Goods Transfer”

Opens a goods transfer to a receiving inventory location, with a status and rows by SKU and quantity.

When to use it
a store requests stock and the transfer should be prepared in Megaventory.
Watch out
the receiving location is given by its ID, not its name.
8

Update A Goods Transfer

Action

In Zapier“Updates an already existing Goods Transfer”

Modifies a goods transfer by its Document ID; the Action is Update or Delete.

When to use it
mark a transfer as received by setting Goods Transfer Status to FullyReceived.
Watch out
with FullyReceived the action is sent as ReceiveItems, and Delete only works while Pending.
9

Adjust Product Stock In Location

Action

In Zapier“Adjusts product stock levels for inventory locations.”

Adjusts the stock of a product in an inventory location, from a Product SKU, a quantity and an Inventory Location ID.

When to use it
a physical count done in another tool should correct Megaventory.
Watch out
check at the test whether the quantity is applied as you expect before running it on real stock.
10

Insert A New Inventory Location

Action

In Zapier“Creates a New Inventory Location.”

Adds a new inventory location with an Abbreviation and a Full Name. Stock can be adjusted or transferred to it once it exists.

When to use it
a new warehouse opens and must exist before stock moves there.
Watch out
Abbreviation is limited to five characters.
11

Insert A Product Category

Action

In Zapier“Creates a new Product Category.”

Inserts a new product category with its Category Name.

When to use it
a category created in your storefront should exist in Megaventory too.
Watch out
this action only creates; check with Find Product Category By Name first to avoid duplicates.
12

Insert Or Update A Product

Action

In Zapier“Creates or Updates a Product.”

Writes a product into Megaventory, creating it or updating it, from its Sku and Product Description.

When to use it
your product sheet is the master list and Megaventory should follow it.
Watch out
both Sku and Product Description are required, even for a small update.
13

Insert A Purchase Order

Action

In Zapier“Creates a new Purchase Order”

Raises a purchase order for a Supplier ID, with an Order Status and rows by product SKU and quantity.

When to use it
low stock should produce an order for the buyer to approve.
Watch out
the Supplier ID is required; Find Supplier By Name provides it.
14

Update A Purchase Order

Action

In Zapier“Updates an already existing Purchase Order”

Amends an existing purchase order identified by its Purchase Order ID, with supplier, Action, status and rows.

When to use it
the supplier confirms different quantities and the order must reflect them.
Watch out
Find Purchase Order By No gives you the ID from the order number.
15

Insert A Sales Order

Action

In Zapier“Creates a new Sales Order”

Records a sales order for a Client ID, with an Order Status and order rows by SKU and quantity.

When to use it
orders from another sales channel should land in Megaventory for picking.
Watch out
the Client ID must exist; fetch it with Find Client By Name first.
16

Update A Sales Order

Action

In Zapier“Updates an already existing Sales Order”

Edits an existing sales order, chosen by its Sales Order ID, with Client ID, Action, status and order rows.

When to use it
a change agreed with the customer should reach the order.
Watch out
every required field must be filled again, not only what changed.
17

Insert A Sales Quote

Action

In Zapier“Creates a new Sales Quote”

Inserts a sales quote for a Client ID, with a Quote Status and quote rows by product SKU and quantity.

When to use it
a quote request from your website becomes a quote in Megaventory.
Watch out
Auto Insert Bundled Products lets you enter only bundle SKUs and have their products added.
18

Update A Sales Quote

Action

In Zapier“Updates an already existing Sales Quote”

Changes an existing sales quote, picked by its Sales Quote ID, with Client ID, Action, status and rows required.

When to use it
a quote edited in your CRM should follow in Megaventory.
Watch out
Action and Quote Status must be values Megaventory accepts; check at the test.
19

Insert Or Update A Supplier

Action

In Zapier“Creates or updates a Supplier.”

Adds or refreshes a supplier record, with a required Name and ten optional supplier fields.

When to use it
a supplier onboarding form should create the supplier without manual entry.
Watch out
the ten option fields are free; agree on what each one holds before mapping.
20

Insert A New Tax

Action

In Zapier“Creates a new Tax.”

Creates a new tax from its Tax Name and Percent, with an option to show it in reports.

When to use it
your accountant adds a tax rate and Megaventory needs it on documents.
Watch out
this only inserts; look it up with Find Tax By Name before creating it twice.
21

Allocate Materials To Production Order

Action

In Zapier“Allocates materials to a Production Order.”

Reserves materials for a production order, given its Production Order ID. The materials are then reserved for that run.

When to use it
materials should be committed as soon as a job is confirmed.
Watch out
it needs the Production Order ID, which Find Production Order By No can supply from the job number.
22

Cancel Production Order

Action

In Zapier“Cancels a Production Order.”

Cancels a production order given its Production Order ID. The run stops and no longer counts as planned production.

When to use it
the customer cancels a made-to-order sale and the job must stop.
Watch out
think about allocated materials, which Return Materials From Production Order frees.
23

Close Production Order

Action

In Zapier“Closes a Production Order.”

Closes a production order, identified by its ID. Closing marks the end of the job in Megaventory.

When to use it
the last step of a production checklist kept elsewhere is ticked.
Watch out
Reopen Production Order exists if you close it too early.
24

Delete Production Order

Action

In Zapier“Deletes a Production Order.”

Removes a production order from Megaventory by its ID. The job disappears from your production list entirely.

When to use it
clean up a job created by mistake from another tool.
Watch out
deleting is final, and the test runs the action for real, so point it at an order you do mean to remove.
25

Receive Finished Goods From Production Order

Action

In Zapier“Receives finished goods from a Production Order into inventory.”

Books finished goods from a production order into your stock, for the Quantity to Receive you set. The finished goods then count as stock you can sell.

When to use it
the shop floor reports a finished batch in another tool.
Watch out
both the Production Order ID and the quantity are required.
26

Reopen Production Order

Action

In Zapier“Re-opens a Production Order.”

Re-opens a closed production order by its ID. The job becomes active again, ready for new receipts or allocations.

When to use it
a quality issue sends a batch back to production.
Watch out
after the test, check in Megaventory that the order is active again before switching the Zap on.
27

Return Materials From Production Order

Action

In Zapier“Returns allocated materials back to inventory from a Production Order.”

Sends allocated materials back to inventory from a production order, by its ID. They become available again for other jobs.

When to use it
a job is put on hold and its materials should be freed.
Watch out
only allocated materials can come back.
28

Insert Or Update Production Order

Action

In Zapier“Creates or updates a Production Order.”

Creates or updates a production order from a Finished Good SKU, an inventory location and a Quantity Ordered.

When to use it
a confirmed sales order of a made-to-order product should start a production order.
Watch out
all three fields are required.
Searches

Megaventory searches

29 search steps look for data that already exists in Megaventory, so a later step can use it.

A search step looks up a record that already exists in Megaventory and hands it to the next steps. In the editor, searches sit at the bottom of the Action event list, under SEARCH. With 29 of them, almost every record can be found by ID, name or number, which is how a Zap gets the IDs that Megaventory's actions ask for. None of them has a find-or-create version.

1

Find Client By Id

Search

In Zapier“Finds an existing client by the Client ID.”

Retrieves a client from its Client ID, a whole number.

When to use it
a previous step gave you the ID and you need the client's details.
Watch out
an ID typed by hand must be the exact number Megaventory uses.
2

Find Client By Name

Search

In Zapier“Finds an existing client by the Client Name.”

Looks up a client by name and returns it, with its ID, for the next steps.

When to use it
before Insert A Sales Order, which needs a Client ID.
Watch out
whether the name must match exactly is decided by Megaventory; check at the test.
3

Find Currency By Code

Search

In Zapier“Finds Currency by Code.”

Fetches a currency from its code, such as USD, and hands it to the next steps.

When to use it
an order from another tool comes with a currency code you must match.
Watch out
the code must be one your account holds.
4

Find Currency By Id

Search

In Zapier“Finds currency by Id.”

Returns a currency from its numeric Id, so a later step can work with that currency.

When to use it
a record gives you a currency ID and you want its code or symbol.
Watch out
use the code search when you only know USD or EUR.
5

Find Discount By Id

Search

In Zapier“Finds existing Discount from Id.”

Gets a discount from its numeric Id and passes it on to the following steps.

When to use it
a trigger hands you a discount ID and you want its Percent.
Watch out
the Id is an integer, not the discount's name.
6

Find Discount By Name

Search

In Zapier“Finds an existing Discount from the Discount Name.”

Locates a discount from its name, the way your sales team refers to it.

When to use it
check that a promotion exists before creating it with Insert A New Discount.
Watch out
with several matches, the multiple-results setting decides.
7

Find Document By Id

Search

In Zapier“Finds an existing Document by Id”

Pulls up a document from its Document Id, the reference document triggers work with.

When to use it
a document trigger gives you the ID and you need its full content.
Watch out
pass the ID, not the document number.
8

Find Document By Document Type ID And No

Search

In Zapier“Finds an existing document by the Document Type ID and Document No.”

Finds a document from two values together: its Document Type ID and its Document No.

When to use it
your accountant refers to documents by number and type.
Watch out
both values are required; the number alone is not enough.
9

Find Inventory Location By Id

Search

In Zapier“Finds an existing location by Id.”

Retrieves an inventory location from its numeric Id, the way stock events refer to it, and passes it on.

When to use it
a stock event gives a location ID and you want its name.
Watch out
the Id is an integer.
10

Find Inventory Location By Name

Search

In Zapier“Finds an existing Inventory Location by Name.”

Looks up an inventory location by name and returns it with its ID.

When to use it
before Adjust Product Stock In Location or a goods transfer, which want the ID.
Watch out
check at the test how strictly the name is compared.
11

Find Pricing Rule By Id

Search

In Zapier“Finds an existing Pricing Rule by ID”

Fetches a pricing rule from its Pricing Rule Id, which is the only way to search for one from Zapier.

When to use it
after Update Pricing Rule, read the rule's current state.
Watch out
there is no name search for pricing rules.
12

Find Product Category By Id

Search

In Zapier“Finds an existing Product Category by the ID.”

Returns a product category from its numeric Id, so a later step can work with it.

When to use it
a product record carries a category ID you want to name.
Watch out
the Id is an integer, not the category name.
13

Find Product Category By Name

Search

In Zapier“Finds an existing Product Category by name.”

Gets a product category from its name, as it appears in your catalog.

When to use it
before Insert A Product Category, to avoid creating it twice.
Watch out
with no result, the Zap stops unless you change the setting above.
14

Find Product By ID

Search

In Zapier“Finds an existing product by ID.”

Locates a product from its numeric Id and hands it to the next steps.

When to use it
an event gives a product ID and you need its SKU.
Watch out
most actions use the SKU rather than the ID.
15

Find Product By SKU

Search

In Zapier“Finds an existing product by the SKU.”

Matches a product on its SKU, the reference most Megaventory actions work with, and returns the record.

When to use it
an order from another channel lists SKUs you want to check.
Watch out
the SKU must exist in Megaventory exactly.
16

Find Purchase Order By Id

Search

In Zapier“Finds An Existing Purchase Order”

Finds a purchase order from its Purchase Order Id, as purchase order triggers know it.

When to use it
a trigger gives you the ID and you need the order's rows.
Watch out
Id and number are different; use the right search.
17

Find Purchase Order By No

Search

In Zapier“Finds an existing Purchase Order”

Retrieves a purchase order from its Purchase Order No, the number people quote in emails.

When to use it
your supplier's email quotes the order number.
Watch out
this is how you get the ID that Update A Purchase Order wants.
18

Find Sales Order By Id

Search

In Zapier“Finds an existing Sales Order by ID”

Opens up a sales order from its Sales Order ID, the internal reference of the order.

When to use it
after Ship Sales Order Items, fetch the order to email the customer.
Watch out
the ID is not the order number shown to customers.
19

Find Sales Order By No

Search

In Zapier“Finds an existing Sales Order by No”

Fetches a sales order from its Sales Order No, the number your customers see on their paperwork.

When to use it
a customer writes in with their order number.
Watch out
it returns the ID that Update A Sales Order needs.
20

Find Sales Quote By Id

Search

In Zapier“Finds an existing Sales Quote by Id”

Returns a sales quote from its Sales Quote ID, the internal reference of the quote.

When to use it
after Approve Sales Quote, read the quote before building an order from it.
Watch out
use the number search if you only have the quote number.
21

Find Sales Quote By No

Search

In Zapier“Finds An Existing Sales Quote by No”

Gets a sales quote from its Sales Quote No, the reference a prospect will quote.

When to use it
a prospect replies about a quote by its number.
Watch out
it gives you the ID for Update A Sales Quote.
22

Find Shipping Provider By Id

Search

In Zapier“Finds an existing Shipping Provider by the Shipping Provider Id.”

Locates a shipping provider from its numeric Id, so a later step can name the carrier to a customer.

When to use it
an order carries a provider ID and you want its name for the customer.
Watch out
the Id is an integer.
23

Find Shipping Provider By Name

Search

In Zapier“Finds an existing Shipping provider from the Shipping Provider Name.”

Identifies a shipping provider from its name, as your carriers are known in Megaventory.

When to use it
match a carrier named in your shipping tool to Megaventory.
Watch out
there is no action to create a provider from Zapier.
24

Find Supplier By Id

Search

In Zapier“Finds an existing supplier by the Supplier ID.”

Finds a supplier from its numeric Supplier ID and hands the record on.

When to use it
a purchase order trigger gives the supplier ID and you need the contact.
Watch out
the ID is an integer, not the supplier name.
25

Find Supplier By Name

Search

In Zapier“Finds an existing supplier by the Supplier Name.”

Retrieves a supplier by name, along with the ID that Insert A Purchase Order and Update A Purchase Order need.

When to use it
before Insert A Purchase Order in a reorder Zap.
Watch out
type the name as Megaventory holds it.
26

Find Tax By ID

Search

In Zapier“Finds an existing Tax from the Tax Id.”

Checks a tax by its numeric Id and passes it to the next steps, for instance to read its Percent.

When to use it
a document gives a tax ID and you want its Percent.
Watch out
the Id is an integer.
27

Find Tax By Name

Search

In Zapier“Finds an existing tax by the tax name.”

Fetches a tax from its name, as your accountant set it up in Megaventory, and passes it on.

When to use it
check a tax exists before Insert A New Tax.
Watch out
with several matches, the multiple-results setting decides which one goes on.
28

Find Production Order By ID

Search

In Zapier“Finds an existing Production Order by ID.”

Returns a production order from its numeric ID, the reference production triggers use.

When to use it
a production trigger gives you the ID and you need the order's details.
Watch out
the ID is an integer; the order number has its own search.
29

Find Production Order By No

Search

In Zapier“Finds an existing Production Order by No.”

Gets a production order from its No, a text value the workshop uses on its paperwork and boards.

When to use it
the workshop refers to jobs by number, not by ID.
Watch out
it returns the ID that the production actions require.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there, and the steps that depend on it are skipped. Switched on, the Zap carries on empty-handed.
  2. Create X if it doesn't exist yet?
    On apps that offer it, ticking this turns the search into a find-or-create. Megaventory's searches have no such version, so this box does not apply here.
  3. If multiple search results are found?
    Three ways out when several records match: keep the first one, which is the default, stop the Zap, or hand all of them on at once.
When it breaks

When a Megaventory Zap breaks

Zapier attaches no help article to Megaventory, and no rate limit is published for it. What breaks is what breaks on any Zap, plus IDs and statuses.

These are the general limits to keep in mind. If a Zap stops for a reason you cannot place, see our Zapier troubleshooting guide.

  • A status Megaventory refuses

    Update A Document only accepts valid moves: Closed or Cancelled from Verified, ReOpened from Closed, Delete while Pending. Check the current status at the test.

  • No history is picked up

    A Zap only reacts to orders, products and stock events that happen after you switch it on. Older records stay as they are; moving them is a separate job.

  • A Zap that sets itself off

    A Zap that writes where its own trigger watches can start again and again and burn through the task count fast. Keep the steps that write away from what the trigger watches.

  • A sudden burst is held back

    When a trigger suddenly returns a huge batch, after a bulk import or a migration, Zapier's flood protection can hold the runs back instead of letting them all through.
Need help

Need help automating Megaventory with Zapier?

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FAQ

Megaventory Zapier integration: common questions

01Is the Megaventory Zapier integration free?
Yes, Megaventory is not a premium app, so it works on Zapier's free plan. That plan gives 100 tasks a month and an unlimited number of Zaps, each limited to two steps: one trigger and one action. A Zap that posts a message for each low stock alert fits that. Most Megaventory actions want an ID found by a search step, though, and a search makes the Zap multi-step, which needs a paid plan.
02How many tasks does a Megaventory Zap use?
One task per action that succeeds, and nothing for the trigger, so a busy account with many order events costs nothing until an action runs. A reorder Zap that inserts one purchase order per low stock alert uses one task per alert. An action that fails is not counted. Find Bill Of Materials By SKU is listed as an action, so it counts like one when it succeeds. In a chain of actions, each one that succeeds is counted separately.
03Is Megaventory on Zapier real time?
Yes. All 82 Megaventory triggers are instant: Megaventory tells Zapier when an order, a product, a transfer or a production order changes, and the Zap starts right away, whatever your plan. The interval grid of the plans, 15 minutes on Free, only concerns polling triggers, and Megaventory has none. In the editor, a Zap built on an instant trigger shows a lightning bolt. None of the 82 waits for a check from Zapier.
04What does it take to connect a Megaventory account?
A Megaventory account you can sign in to, plus read or write access to the records you do not own and want the Zap to touch. The connection is made once from the Apps page with + Add connection, then reused by every Megaventory step. Before writing anything, make sure the clients, suppliers, locations and document types your actions refer to exist, since the actions ask for their IDs. Any other app in the Zap needs its own connection.
05Why does Update A Document refuse a status change?
Because Megaventory only accepts valid moves between statuses, and the field description spells them out. A document can go to Closed or Cancelled only when its current status is Verified, and to ReOpened only when it is Closed. It can be deleted only while Pending. Check the document's current status at the test before the update, and pick an Action and a status that fit. Megaventory decides; Zapier only passes the values.
06What if the Megaventory operation you want is not there?
Then a Zap cannot do it in Megaventory today. The integration has 82 triggers, 28 actions and 29 searches, but currencies, discounts, taxes, locations and categories can only be inserted, not updated, and no search has a find-or-create version. For those records, a Zap can add new ones but never change existing ones. Megaventory's app page on Zapier shows the current list of operations, so check it there first. If you only need to read a value, one of the 29 searches may already cover it.
07Zapier, Make or n8n for Megaventory?
Pick by criteria, not by name. On Zapier, all Megaventory triggers are instant and you get a search for almost every record, but the reorder Zap on this page chains a search and an action, so it is multi-step and paid, and each action is a task. If you sync orders in volume, compare how each tool counts a run with several steps. Also check that each tool actually offers a Megaventory integration with the events you need.
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