Inventory and Asset ManagementPurpose
1.2. Streamline asset handover, minimize loss or misplacement, optimize utilization, and ensure compliance with asset usage records.
1.3. Maintain asset chain-of-custody with auditable events (assignment, return, transfer) for field operations.
Trigger Conditions
2.2. Asset transfer request between locations or teams.
2.3. Scheduled audit or inventory cycle triggers status verification.
2.4. Exception events: overdue assets, unauthorized transfers, asset breakage, geo-fence violations.
Platform Variants
3.1. Microsoft Power Automate
• Flow: Asset assignment tracking.
• API/Feature: Use "Common Data Service – Create/Update Record" for asset status changes.
3.2. Zapier
• Trigger: Google Sheets “Row Updated” for assignment logs.
• Action: “Filter by Zapier” to confirm condition and “SendSlackMessage” for notifications.
3.3. Google Apps Script
• Script: On form submit, assign asset to specific user/location, log timestamp in Sheets API.
3.4. ServiceNow
• Function: Asset Management Module — “Update Asset Record” via REST Table API.
3.5. Salesforce Flow
• Process: Update Asset Owner field on assignment, fire “After Save” trigger to log event.
3.6. Oracle Integration Cloud
• Action: Use “ERP Integration Service” to update asset assignments in asset management module.
3.7. SAP Business Technology Platform
• API: “Asset Management” POST/PUT to log location or custodian update.
3.8. Quickbase
• Automation: Change Asset Location field triggers webhook to notify new team assignee.
3.9. Smartsheet Automations
• Rule: If “Assigned To” column changes, send update via “Alert Someone” action.
3.10. Jira Automation
• Rule: If asset issue is updated with new ‘Assignee’ or ‘Component (Location)’, log transition and notify relevant parties.
3.11. Airtable Automations
• Trigger: Asset status “Available” to “Assigned” change, call “Update Record” action for team or site.
3.12. Monday.com Automations
• If asset item moves between groups (representing locations), change owner and timestamp using “Change Column Value” action.
3.13. ServiceTrade API
• POST to /assets endpoint to assign asset to team/site on job creation.
3.14. Asset Panda API
• PATCH asset with updated “Assigned To” and “Location” fields when triggered.
3.15. Ivanti Neurons
• Rule: Transfer asset ownership with automated workflow; send notification through “Ivanti Automation Engine”.
3.16. Ivanti Service Manager
• Task: “Asset Transfer” functionality, update status via API, trigger notifications.
3.17. Odoo Inventory
• Server Action: Assign asset to employee/location from mobile app form, automate transfer logs.
3.18. Freshservice Asset Management
• Workflow Automator: On checkout event, action updates asset’s custom fields for team/location.
3.19. IFTTT
• Applet: On Google Sheets new row for asset assignment, post update to Slack or SMS.
3.20. Notion API
• Automation: On Asset page ‘Status’ or ‘Location’ property change, use Notion API to log event and alert next custodian.
3.21. Asana Rules
• Rule: Asset management project custom field changes “Assigned Team/Location” triggers comment/task update.
3.22. BambooHR
• Custom Integration: On employee asset issuance, update employee profile notes and trigger alert using Webhooks.
Benefits
4.2. Minimizes manual tracking errors, asset losses, and unauthorized usage.
4.3. Ensures full audit trace for compliance and accountability.
4.4. Streamlines transfer and check-in/out process, saving administrative time.
4.5. Enables rapid response to missing, overdue, or mishandled assets.
4.6. Scalable across multiple locations, teams, and asset types.