Integrate Upsales with Unleashed Software

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

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Create its counterpart in Unleashed Software for new products added in your Upsales

Sync product details in real-time from your sales and marketing platform to inventory management platform for increased productivity and system efficiency. This flow will create a matching product in Unleashed Software for new products created in Upsales.

How it works
  1. The flow triggers when a new product is created in Upsales.
  2. Zoho Flow creates a new product in Unleashed Software.
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Create its counterpart in Unleashed Software for new products added in your Upsales

Upsales + Unleashed Software

Build your own integrations between Upsales and Unleashed Software

Connect Upsales and Unleashed Software with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Upsales and Unleashed Software using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Event created

Triggers when a new event is created

Order created

Triggers when a new order is created

Appointment created

Triggers when a new appointment is created

Opportunity created

Triggers when a new opportunity is created

User created

Triggers when a new user is created

Company created

Triggers when a new company is created

Product created

Triggers when a new product is created

Activity created

Triggers when a new activity is created

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 product

Creates a new product

Create company

Creates a new company

Create appointment

Creates a new appointment

Create contact

Creates a new contact

Create activity

Creates a new activity

Create order

Creates a new order

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

What is Upsales?

Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.

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.

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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

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