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Plaid + DEAR Inventory Integrations

Appy Pie Connect allows you to automate multiple workflows between Plaid and DEAR Inventory

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

About DEAR Inventory

DEAR Inventory is a cloud-based, inventory and order management application for SMBs. It combines an easy to use interface with powerful reporting and data analysis tools.

DEAR Inventory Integrations
DEAR Inventory Alternatives

Looking for the DEAR Inventory Alternatives? Here is the list of top DEAR Inventory Alternatives

  • Paypal Paypal

Best ways to Integrate Plaid + DEAR Inventory

  • Plaid Salesforce

    DEAR Inventory + Salesforce

    Add DEAR Inventory customers to Salesforce as new contacts Read More...
    Close
    When this happens...
    Plaid New Customer OR Updated Customer
     
    Then do this...
    Salesforce Create Record
    Maintain the accuracy of your customer datasets in your CRM and inventory management software. When a new customer is added to the DEAR Inventory, create a matching record in Salesforce so lead information can be sent directly to sales reps for follow up. Once active, this integration will automatically create a new contact in Salesforce for every new DEAR customer. This integration is perfect if you want to create your own personalized workflow of Salesforce data.
    How This DEAR - Salesforce Integration Works
    • A new customer is added to DEAR
    • Appy Pie Connect adds a new contact to Salesforce
    What You Need
    • DEAR account
    • Salesforce account
  • Plaid Gmail

    DEAR Inventory + Gmail

    Create Draft to Gmail from New Customer OR Updated Customer in DEAR Inventory Read More...
    Close
    When this happens...
    Plaid New Customer OR Updated Customer
     
    Then do this...
    Gmail Create Draft
  • Plaid Gmail

    DEAR Inventory + Gmail

    Send Email in Gmail when New Customer OR Updated Customer is created in DEAR Inventory Read More...
    Close
    When this happens...
    Plaid New Customer OR Updated Customer
     
    Then do this...
    Gmail Send Email
  • Plaid Gmail

    DEAR Inventory + Gmail

    Create Label to Gmail from New Customer OR Updated Customer in DEAR Inventory Read More...
    Close
    When this happens...
    Plaid New Customer OR Updated Customer
     
    Then do this...
    Gmail Create Label
  • Plaid Google Sheets

    DEAR Inventory + Google Sheets

    Create Spreadsheet Row to Google Sheets from New Customer OR Updated Customer in DEAR Inventory Read More...
    Close
    When this happens...
    Plaid New Customer OR Updated Customer
     
    Then do this...
    Google Sheets Create Spreadsheet Row
  • Plaid {{item.actionAppName}}

    Plaid + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Plaid + DEAR Inventory in easier way

It's easy to connect Plaid + DEAR Inventory without coding knowledge. Start creating your own business flow.

    Triggers
  • New Item

    Triggers when a new item is created.

  • New Customer OR Updated Customer

    Triggered when customers are created or updated.

    Actions
  • Create payment recipient

    Create a new payment recipient

  • Create Invoice

    Create Sales Invoice

  • Create Sale

    Create a new sale.

  • Create Sale Order

    Create Sales order.

  • Create Sale Quote

    Creates a sales quote.

How Plaid & DEAR Inventory Integrations Work

  1. Step 1: Choose Plaid as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick DEAR Inventory as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Plaid to DEAR Inventory.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.