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Inventory management alerts for supplies/tools

Purpose

1.1. To automatically monitor, manage, and alert field or office teams regarding low or surplus stock levels of cleaning supplies and specialized tools for air duct services.
1.2. To prevent operational delays caused by out-of-stock equipment or excess unused inventory.
1.3. To streamline technician dispatches by ensuring tool readiness and simplify reordering workflows via real-time inventory system integration.

Trigger Conditions

2.1. Inventory threshold levels breached (minimum/maximum quantities set per SKU).
2.2. Scheduled stock audits completed (e.g., technician-end day reporting).
2.3. Manual entry of tool usage, loss, or damage.
2.4. Receipt of new supplies via purchase order integrations.

Platform Variants

3.1. Microsoft Power Automate
• Setting: Configure a Power Automate Flow using SharePoint list triggers and Teams/Outlook alert steps.
3.2. Zapier
• Setting: Use Inventory App trigger + SMS/Email/Slack action zap configuration.
3.3. Make (Integromat)
• Setting: Inventory webhook trigger module with Gmail/Telegram/SMS action module.
3.4. Twilio SMS
• API: Send SMS on webhook event – configure programmable messaging via POST to /Messages endpoint.
3.5. SendGrid
• API: Automate alert emails using /mail/send endpoint upon inventory alert event.
3.6. Slack
• API: Use Incoming Webhooks to post inventory alerts to operations or technician channels.
3.7. Google Workspace
• Feature: Google Sheets inventory triggers with App Script for Gmail/Chat update.
3.8. Airtable
• Feature: Automate record updates triggering email/SMS by Airtable Automations.
3.9. Oracle NetSuite
• API/Feature: Use SuiteScript-based alerts for real-time inventory thresholds.
3.10. Salesforce
• API/Feature: Configure Process Builder or Flow for inventory object changes to trigger alert email.
3.11. QuickBooks Online
• API: Monitor Items endpoints and set alerting Webhooks or custom notifications.
3.12. ServiceTitan
• API/Feature: Create custom alerts in the Inventory module for stock level changes.
3.13. FieldEdge
• Feature: Stock alert configuration in Inventory dashboard emails assigned technicians.
3.14. Jobber
• Feature: Product usage entry triggers inventory alert automation with SMS/emails.
3.15. Square Inventory
• API: Trigger notifications with Inventory webhook on quantity_changed event.
3.16. Shopify
• API: Use Inventory Level webhook for stock alerts, configure notification app/plugin.
3.17. Monday.com
• Feature: Board automation recipe “When item changes to out of stock, notify [user/group].”
3.18. Trello
• Power-Up: Use Butler Automation to send alerts when inventory card labels are updated.
3.19. HubSpot
• API: Custom workflow to send internal notification on Inventory CRM Property change.
3.20. Odoo
• Feature: Automated actions for stock level triggers, alert via built-in messaging.

Benefits

4.1. Reduces stock-out emergencies by ensuring timely replenishment.
4.2. Improves technician readiness and field job success rates.
4.3. Lowers unnecessary stock holding costs through monitored surplus.
4.4. Enhances accountability for tool usage and loss tracking.
4.5. Increases team productivity via automated, real-time notifications.

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