inFlow Inventory + Platform.ly Integration

Integrate inFlow Inventory to Platform.ly in one click, or tell Integrately AI how you want each order handled. Track new sales orders, create and update contacts, trigger marketing engagement, and keep your inventory and customer data aligned automatically.

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1.
  • inFlow Inventory
    Purchase order is created in inFlow Inventory Instant
  • inFlow Inventory
    Purchase order is updated in inFlow Inventory Instant
  • inFlow Inventory
    Sales order is created in inFlow Inventory Instant
  • inFlow Inventory
    Sales order is updated in inFlow Inventory Instant
  • inFlow Inventory
    Customer is updated in inFlow Inventory Instant
  • inFlow Inventory
    Customer is created in inFlow Inventory Instant
  • inFlow Inventory
    Sales quote is created or updated in inFlow Inventory
  • inFlow Inventory
    Vendor is created in inFlow Inventory Instant
  • inFlow Inventory
    Vendor is updated in inFlow Inventory Instant
  • Platform.ly
    Contact is created in Platform.ly
  • Platform.ly
    Tag is created in Platform.ly
  • Platform.ly
    Custom field is created in Platform.ly
  • Platform.ly
    Segment is created in Platform.ly
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2.
  • inFlow Inventory
    Create sales order in inFlow Inventory
  • inFlow Inventory
    Get sales order by id in inFlow Inventory
  • inFlow Inventory
    Search sales order by order number in inFlow Inventory
  • inFlow Inventory
    Get customer by id in inFlow Inventory
  • inFlow Inventory
    Search customer in inFlow Inventory
  • inFlow Inventory
    Get purchase order by id in inFlow Inventory
  • inFlow Inventory
    Search purchase order by name/number in inFlow Inventory
  • inFlow Inventory
    Get vendor by id in inFlow Inventory
  • Platform.ly
    Create Contact in Platform.ly
  • Platform.ly
    Update Contact in Platform.ly
  • Platform.ly
    Add tag to a contact in Platform.ly
  • Platform.ly
    Search contact in Platform.ly
  • Platform.ly
    Add note to contact in Platform.ly
  • Platform.ly
    Remove tag from contact in Platform.ly
  • Platform.ly
    Remove all tags from contact in Platform.ly
  • Platform.ly
    Add segment to contact in Platform.ly
  • Platform.ly
    Remove segment from contact in Platform.ly
  • Platform.ly
    Remove all segments from contact in Platform.ly

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Ready Workflows Ready Workflows for inFlow Inventory + Platform.ly Integration

Create contacts from sales orders, update tags when purchase orders change, sync customer details, and trigger personalized marketing engagement, all in just one click.

Most popular automationsmost-popular-automations
inFlow Inventory + Platform.ly Integration

Create Platform.ly contact for new inFlow Inventory order

When a new inFlow Inventory order is placed, it's important to create a Platform.ly contact for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new Platform.ly contact and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new Platform.ly contact for every inFlow Inventory order, you can maximize your chances of success with each customer.
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Connect more apps to your inFlow Inventory + Platform.ly flow

Sync your inventory and marketing data with finance, messaging, and store platforms to streamline operations across your entire stack. Pick a combination and activate it in one click.

inFlow Inventory
Platform.ly
+
ShopifyShopify (4)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
StripeStripe (3)
+
Google SheetsGoogle Sheets (3)
S
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Create a sales order in inFlow Inventory for every new Shopify order, and create the contact in Platform.ly
New Shopify store orders flow straight into inFlow Inventory as sales orders and register as contacts in Platform.ly, keeping your sales and marketing synchronized.
I
S
P
When a sales order is created in inFlow Inventory, update the order status in Shopify and add a tag in Platform.ly
Inventory changes in inFlow Inventory automatically update Shopify orders and tag the corresponding contact in Platform.ly.
S
I
P
If a Shopify order is high value, create a sales order in inFlow Inventory and add a VIP segment in Platform.ly
High-value Shopify orders trigger priority sales orders in inFlow Inventory and assign VIP segments in Platform.ly instantly.
S
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Use Claude to categorize new Shopify feedback, create an inFlow Inventory customer, and update the contact in Platform.ly
Claude analyses incoming Shopify order notes, creates customer profiles in inFlow Inventory, and updates Platform.ly records.

Supported triggers and actions for inFlow Inventory and Platform.ly

Mix and match to build the exact automation you need

inFlow Inventory
inFlow Inventory Triggers & Actions
Instant
Purchase order is created in inFlow Inventory
Triggers the automation when a new purchase order is created
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Instant
Purchase order is updated in inFlow Inventory
Triggers the automation when a purchase order is updated
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Instant
Sales order is created in inFlow Inventory
Triggers the automation when a sales order is created
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Instant
Sales order is updated in inFlow Inventory
Triggers the automation when a sales order is updated
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Instant
Customer is updated in inFlow Inventory
Triggers the automation when customer details are updated
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Instant
Customer is created in inFlow Inventory
Triggers the automation when a new customer is created
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Sales quote is created or updated in inFlow Inventory
Triggers the automation when a sales quote is created or updated
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Instant
Vendor is created in inFlow Inventory
Triggers the automation when a new vendor is created
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Instant
Vendor is updated in inFlow Inventory
Triggers the automation when a vendor record is updated
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Create sales order in inFlow Inventory
Generates a new sales order with pre-filled details
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Get sales order by id in inFlow Inventory
Retrieves a sales order by its id
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Search sales order by order number in inFlow Inventory
Searches for sales orders using the order number
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Get customer by id in inFlow Inventory
Retrieves customer information based on their id
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Search customer in inFlow Inventory
Locates and retrieves customer information
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Get purchase order by id in inFlow Inventory
Retrieves a purchase order using its id
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Search purchase order by name/number in inFlow Inventory
Searches for a purchase order by name or number
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Get vendor by id in inFlow Inventory
Retrieves vendor information based on a id
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Platform.ly
Platform.ly Triggers & Actions
Contact is created in Platform.ly
Triggers the automation when a new contact is created
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Tag is created in Platform.ly
Triggers the automation when a tag is added
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Custom field is created in Platform.ly
Triggers the automation when a new custom field is created
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Segment is created in Platform.ly
Triggers the automation when a segment is created
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Create Contact in Platform.ly
Adds a new contact to the database
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Update Contact in Platform.ly
Updates contact information with new details
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Add tag to a contact in Platform.ly
Adds a tag to a contact
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Search contact in Platform.ly
Finds and retrieves contact information
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Add note to contact in Platform.ly
Adds notes to a contact's profile
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Remove tag from contact in Platform.ly
Untag the contact
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Remove all tags from contact in Platform.ly
Removes all tags from a contact
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Add segment to contact in Platform.ly
Categorize contacts into segments based on predefined criteria
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Remove segment from contact in Platform.ly
Removes a segment from a contact
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Remove all segments from contact in Platform.ly
Removes all segments from a contact
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What can you automate with inFlow Inventory + Platform.ly?

Streamline your operations by connecting inventory triggers to marketing actions effortlessly.

What you can automate?
🔄
Sync sales orders to marketing contacts
Automatically create a contact in Platform.ly the exact moment a new sales order is created in inFlow Inventory. Eliminate manual copy-pasting between systems.
📋
Capture every customer detail and tag
Map customer names, emails, and order metadata directly into Platform.ly fields and tags instead of basic records. Keep your marketing data rich and useful.
🔔
Trigger team alerts instantly
Notify your sales or fulfillment team the moment an important order or customer is registered, ensuring rapid internal response times.
🔀
Route contacts based on order criteria
Assign different segments or tags in Platform.ly depending on order values, product types, or customer tiers submitted in inFlow Inventory.
🔄
Keep records updated as orders change
Automatically update Platform.ly contact information whenever sales orders or customer profiles are modified in inFlow Inventory.
🛡️
Prevent duplicate records
Search existing contacts before creating new ones in Platform.ly, ensuring clean customer lists and organized marketing databases.
⏱️
Handle order status and refund updates
Trigger automated marketing follow-ups or tag removals when purchase orders, sales quotes, or order statuses change in inFlow Inventory.
🔌
Extend your workflow to other apps
Connect your core inFlow Inventory and Platform.ly flow with Slack, Google Sheets, or QuickBooks Online to build multi-app pipelines.
And much more...

Who is inFlow Inventory + Platform.ly integration for?

Operations directors, sales managers, and marketing teams who need instant synchronization between inventory sales orders and customer engagement records.

Inventory analysts and managers
Inventory analysts and managers
Sales and fulfillment leads
Sales and fulfillment leads
Client success managers
Client success managers
Warehouse supervisors
Warehouse supervisors
Marketing coordinators
Marketing coordinators
Finance and admin leads
Finance and admin leads
📈
Inventory analysts and managers
You report on sales order trends and stock metrics, but your marketing lists only update when someone manually exports data, so your customer segments are always a few hours behind — this integration means every new sales order lands in Platform.ly instantly and your marketing data stays current.
Sales and fulfillment leads
You need to act fast on new customer purchases, and you find out too late when orders sit unrecorded in separate systems — connecting these apps means every new order creates a contact immediately so your team can follow up without delay.
🤝
Client success managers
You answer to key accounts and stakeholders who expect prompt communication after placing an order, but fragmented tools delay your updates — automating both apps means your customer records and engagement sequences stay perfectly aligned.
🏭
Warehouse supervisors
The volume of purchase and sales orders is too high for anyone to keep up by hand across multiple platforms, leading to mismatched records — this integration means every order and vendor update syncs automatically without manual data entry.
🎯
Marketing coordinators
You own the engagement campaigns and depend on sales teams to hand over buyer details, but delays stall your campaign triggers — with this integration, every new customer created in inFlow Inventory reaches Platform.ly the moment it happens.
📊
Finance and admin leads
You need a reliable history of customer purchases and order timelines, but keep finding gaps between inventory logs and CRM records — automating these apps means your data history remains complete and accurate.
Our team

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Why choose Integrately to automate inFlow Inventory + Platform.ly

Build and manage your inFlow Inventory + Platform.ly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect inFlow Inventory + Platform.ly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

1
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Frequently Asked Questions

How do I connect inFlow Inventory to Platform.ly?
Frequently Asked Questions
You can connect inFlow Inventory to Platform.ly in 1-click using ready templates on Integrately. You can also pair them with Shopify, QuickBooks Online, Slack, and other apps, or ask Integrately AI to build custom flows for you.
Can I automatically create Platform.ly contacts from new inFlow Inventory sales orders?
Frequently Asked Questions
Can I connect inFlow Inventory, Platform.ly, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for inFlow Inventory and Platform.ly?
Frequently Asked Questions
How does inFlow Inventory handle customer and sales order data during synchronization?
Frequently Asked Questions
How does Platform.ly manage contact updates and segments from inventory triggers?
Frequently Asked Questions
Do I need coding skills to automate inFlow Inventory and Platform.ly?
Frequently Asked Questions
Is the inFlow Inventory and Platform.ly integration free?
Frequently Asked Questions
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You Can Also Connect inFlow Inventory or Platform.ly With 1500+ Other Apps

inFlow Inventory
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Platform.ly
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Sync marketing automation platforms with email, CRM, and analytics tools to drive personalized customer engagement.