Project & Job Workflow AutomationPurpose
1.2. Synchronize inventory levels with supplier databases and internal project management systems.
1.3. Automatically alert and replenish stock as materials reach reorder thresholds during project execution.
1.4. Streamline communication between workshop, procurement, suppliers, and finance for seamless resource allocation.
1.5. Provide end-to-end audit trail for each material reservation event, improving accountability and transparency.
Trigger Conditions
2.2. Existing project requesting specific material allocation.
2.3. Stock quantity reaching a minimum/reorder threshold.
2.4. Manual inventory update by staff via dashboard, scan, or mobile app.
2.5. Supplier confirmation of delivery or cancellation notice.
Platform Variants
• API: Inventory Management — POST /Items/Reserve and PATCH /Items/Qty
• Configure triggers for automatic stock reservation upon project creation.
3.2. Oracle NetSuite
• Feature: Inventory Allocation SuiteFlow
• Automate material reservation using SuiteScript workflow on job start.
3.3. Microsoft Dynamics 365
• API: Inventory Journal POST
• Use workflow automation for job-based inventory deduction and reorder placement.
3.4. Zoho Inventory
• API: /reservations — Automate reservation and movement of stock against project record.
3.5. QuickBooks Commerce
• API: Stock Adjustment POST
• Configure automation to adjust and track reserved items for projects.
3.6. Cin7 Core
• API: Reservations Endpoint
• Set up triggers to update reservation status and low-stock alerts.
3.7. Odoo
• Model: stock.reservation.create (XML-RPC/REST)
• Auto-generate new reservation records per task/job.
3.8. TradeGecko
• API: Create Inventory Movement
• Configure workflow to adjust inventory and notify staff of changes.
3.9. Katana MRP
• Feature: Order Auto-Allocation Rules
• Enable dynamic reservation for materials by project.
3.10. Fishbowl Inventory
• REST API: inventory/add and reservation commands
• Setup triggers based on project schedule sync.
3.11. Shopify
• API: InventoryLevel Adjust
• Link reservations to sales/project creation events.
3.12. Unleashed Software
• Endpoint: Stock On Hand and Allocation
• Automate workflows for real-time updating on project reservation.
3.13. Xero
• API: Inventory PUT
• Connect triggers for stock deduction on material assignment.
3.14. Salesforce
• Object: Inventory__c, Flow Builder Automation
• Start record-triggered flow on new restoration job for reservation.
3.15. Airtable
• Automation: Script/Run Action on Inventory Table
• Set up trigger for project/job creation to allocate/reserve materials.
3.16. Monday.com
• API: Items and Updates
• Use recipes to update material reservation status per workflow step.
3.17. Jira
• Automation: Custom Webhook to Inventory System
• Trigger material reservation task when job moves to “In Progress.”
3.18. Smartsheet
• Integration: Automated Update Request
• Notify staff and automate inventory decrement on job launch.
3.19. Google Sheets
• App Scripts: OnEdit and Triggers
• Program stock assignment when a new project/task is logged.
3.20. Trello
• Power-Up: Butler Automation
• Move card to “Reserved” list to trigger API call for inventory hold.
Benefits
4.2. Minimize manual errors in allocation and data entry.
4.3. Accelerate procurement cycles by automating alerts and orders.
4.4. Enable granular visibility and auditing of resource utilization.
4.5. Enhance interdepartmental collaboration through centralized platform notifications.