Integrate Unleashed Software with Zoho Projects
Send information between Unleashed Software and Zoho Projects automatically, without writing any code, using Zoho Flow.
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Create a new task in Zoho Projects when a new order is created in Unleashed Software
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in Zoho Projects when a order is created in Unleashed Software.
How it works
- The flow triggers when a new sales order is created in Unleashed Software.
- Zoho Flow creates a new task in Zoho Projects.
Create a new task in Zoho Projects when a new order is created in Unleashed Software
Unleashed Software + Zoho Projects
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Supported triggers and actions
Integrate Unleashed Software and Zoho Projects 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
Bug submitted
Triggers when a new bug/issue is submitted
Milestone updated in a portal
Triggers when a milestone is updated in a portal
Overdue task in project
Triggers when a task in the selected project becomes overdue
Event created
Triggers when a new event is created
Comment added
Triggers when a new comment is added to the selected task
Task list completed
Triggers when a task list is marked as completed
Task list created
Triggers when a new task list is created
Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
Task created
Triggers when a new task is created in the selected portal
Project created
Triggers when a new project is created
Task completed
Triggers when a task is completed in the selected portal
Milestone completed
Triggers when a milestone is marked as completed
Milestone updated
Triggers when a milestone is updated in a project
Task or subtask updated
Triggers when the details of an existing task or subtask are updated in the selected portal
Milestone created in a portal
Triggers when a new milestone is created in the selected portal
Task created in project
Triggers when a new task is created in the selected project
Project comment added
Triggers when a new comment is added in the selected project
Bug updated
Triggers when the details of an existing bug/issue are updated
Task updated in project
Triggers when the details of an existing task are updated in the selected project
Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
Milestone created
Triggers when a new milestone is created
Project updated
Triggers when the details of an existing project are updated
Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
Bug updated in project
Triggers when the details of an existing bug/issue are updated in the selected project
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
Add comment to bug
Adds a new comment to the selected bug
Submit bug
Submits a new bug/issue
Create subtask
Creates a new subtask in the selected task
Create task
Creates a new task
Add existing client company to a project
Adds an existing client company to a project
Add client to project
Adds a client to the selected project
Add client company
Creates a new client company
Create milestone
Creates a new milestone
Create comment in project
Creates a new comment in the selected project
Add user to project
Adds a user to the selected project
Create time log for task
Creates a time log for the selected task
Create general time log
Creates a general time log for the selected project
Create event
Creates a new event
Create task list
Creates a new task list
Add comment
Adds a comment to the selected task
Add followers to task
Adds the specified users as followers to an existing task
Create project
Creates a new project
Create issue time log
Creates a time log for the selected issue
Associate project with a team
Associates a project with the selected team
Update general time log
Updates the details of an existing general time log
Approve task timelog
Approves a task timelog
Update client company
Updates the details of an existing client company
Update issue time log
Updates the details of an existing issue time log
Update task list
Updates the details of a task list using its ID
Approve timelog
Approves a general timelog
Update project
Updates the details of an existing project
Complete milestone
Completes an existing milestone
Update bug
Updates the details of an existing bug/issue
Update task or subtask
Updates the details of an existing task or subtask for the specified ID
Update task time log
Updates the details of an existing task time log
Fetch milestone
Fetch the details of an existing milestone by search term
Fetch user
Fetches the details of an existing user by email address or user ID
Fetch project - By search term
Fetches the details of an existing project by search term
Fetch task list
Fetches the details of an existing task list by name
Fetch milestone by ID
Fetches the details of an existing milestone by ID
Fetch task status
Fetches the status of an existing task by task name
Fetch task in project
Fetches the details of an existing task by ID, name, owner, or status in the selected project
Fetch project - By ID
Fetches the details of an existing project by ID
Fetch task
Fetches the details of an existing task by name
Fetch clients in a project
Fetches the clients associated with the selected project
Fetch time log
Fetches the details of an existing time log by bill status and owner
Fetch project status
Fetches the status of a project by name
Fetch bug in project
Fetches the details of an existing bug/task in the selected project
Fetch CRM deals
Fetch the CRM deals associated with the selected project
Fetch tag
Fetches the specified tag using name
Fetch user in portal
Fetches the details of a user in the selected portal using email address
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.
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What is Zoho Projects?
Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.
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Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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