Integrate Unleashed Software with TeamGantt

Send information between Unleashed Software and TeamGantt automatically, without writing any code, using Zoho Flow.

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Create a task in TeamGantt each time a new order is made in Unleashed Software

Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in TeamGantt when a order is created in Unleashed Software.

How it works
  1. The flow triggers when a new sales order is created in Unleashed Software.
  2. Zoho Flow creates new task in TeamGantt.
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Create a task in TeamGantt each time a new order is made in Unleashed Software

Unleashed Software + TeamGantt

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Supported triggers and actions

Integrate Unleashed Software and TeamGantt using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Sales order created

Triggers when a new sales order is created

Sales quote created

Triggers when a new sales quote is created

Stock adjustment created

Triggers when a new stock adjustment is created

Credit note created

Triggers when a new credit note is created

Warehouse stock transfer created

Triggers when a new warehouse stock transfer is created

Sales person created

Triggers when a new sales person is created

Product created

Triggers when a new product is created

Attribute set created

Triggers when a new attribute set is created

Customer created

Triggers when a new customer is created

Supplier created

Triggers when a new supplier is created

Product created or updated

Triggers when a new product is created or updated

Purchase order created

Triggers when a new purchase order is created

Bill of material created

Triggers when a new bill of material is created

Sales invoice created

Triggers when a new sales invoice is created

Assembly created

Triggers when a new assembly is created

Sales invoice created or updated

Triggers when a new sales invoice is created or the details of an existing sales invoice is updated

All Actions - Actions are the automated tasks

Create stock adjustment

Creates a new stock adjustment

Create attribute set

Creates a new attribute set

Create warehouse stock transfer

Creates a new warehouse stock transfer

Create product

Creates a new product

Complete warehouse stock transfer

Completes the existing warehouse stock transfer

Complete assembly

Completes an existing assembly

Create customer

Creates a new customer

Create sales order

Creates a new sales order

Create purchase order

Creates a new purchase order

Create bill of materials

Creates a new bill of materias

Complete sales order

Completes a sales order

Update product

Updates the details of an existing product

Create or update sales person

Updates the details of an existing sales person

Update customer

Updates the details of an existing customer

Update sales order

Updates the details of an existing sales order

Fetch sales order

Fetches the details of an existing sales order using Guid

Fetch stock adjustment

Fetches the details of an existing stock adjustment using Guid

Fetch credit note

Fetches the details of an existing credit note using Guid

Fetch sales quote

Fetches the details of an existing sales quote using Guid

Fetch product

Fetches the details of an existing product using Guid

Fetch customer

Fetches the details of an existing customer using Guid

Fetch supplier

Fetches the details of an existing supplier using Guid

Fetch purchase order

Fetches the details of an existing purchase order using Guid

Fetch warehouse stock transfer

Fetches the details of an existing warehouse stock transfer using transfer order number

Fetch sales invoice

Fetches the details of an existing sales invoice using Guid

Fetch bill of materials

Fetches the details of an existing bill of materials using Guid

Fetch assembly

Fetches the details of an existing assembly using Guid or assembly or disassembly number

Fetch attribute set

Fetches the details of an existing attribute set using Guid

Search customer

Searches the details of existing customer using customer code

Search sales order

Searches the details of existing sales order using order number

Search product

Searches the details of existing product using product code

Search purchase order

Searches the details of existing purchase order using order number

Search sales quote

Searches the details of an existing sales quote using quote number

Search assembly

Searches the details of an existing assembly using assembly number

Search sales invoice

Searches the details of an existing sales invoice using invoice number

Create company label

Creates a new company label

Add checklist item

Creates a new checklist item in the specified task

Create project

Creates new project

Create task

Creates new task

Update task

Updates the details of an existing task using task ID

Fetch task

Fetches the details of an existing task using task ID or task name

What is Unleashed Software?

Unleashed software is an inventory management platform that gives your business real-time visibility of your stock — and total control of your purchasing, production, warehousing, and sales activity.

What is TeamGantt?

TeamGantt is a cloud-based Gantt chart and project management application. It lets you plan, schedule, and manage your projects, and provides you tools such as collaborative Gantt charts, time tracking, file sharing, and more.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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