Integrate Teamleader with Unleashed Software

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

Explore prebuilt integration flows to get started

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Create a product in Unleashed Software for each product entry made in Teamleader

Automate product detail syncing between your project management software and inventory management platform for hands-free management. This flow will create a matching product in Unleashed Software for new products created in Teamleader.

How it works
  1. The flow triggers when a new product is created in Teamleader.
  2. Zoho Flow creates a new product in Unleashed Software.
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Create a product in Unleashed Software for each product entry made in Teamleader

Teamleader + Unleashed Software

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Create a new deal in Teamleader for every new order created in Unleashed Software

Create deals for new orders to keep your sales team informed and follow up promptly. This flow will generate a new deal in Teamleader whenever a new 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 a new deal in Teamleader.
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Create a new deal in Teamleader for every new order created in Unleashed Software

Unleashed Software + Teamleader

Build your own integrations between Teamleader and Unleashed Software

Connect Teamleader and Unleashed Software with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Teamleader and Unleashed Software using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Project created

Triggers when a new project is created

Time tracking updated

Triggers when the details of an existing time tracking are updated

Invoice booked

Triggers when an invoice is booked

Deal accepted

Triggers when a deal is accepted

Deal created

Triggers when a new deal is created

Time tracking created

Triggers when a new time tracking is created

Contact added

Triggers when a new contact is added

Invoice paid

Triggers when an invoice is paid

Product created

Triggers when a new product is created

Company created

Triggers when a new company is added

Sales invoice created

Triggers when a new sales invoice is created

Assembly created

Triggers when a new assembly is created

Credit note created

Triggers when a new credit note is created

Bill of material created

Triggers when a new bill of material is created

Sales quote created

Triggers when a new sales quote is created

Stock adjustment created

Triggers when a new stock adjustment is created

Attribute set created

Triggers when a new attribute set is created

Sales order created

Triggers when a new sales order is created

Sales person created

Triggers when a new sales person is created

Product created

Triggers when a new product is created

Purchase order created

Triggers when a new purchase order is created

Warehouse stock transfer created

Triggers when a new warehouse stock transfer is created

Supplier created

Triggers when a new supplier is created

Product created or updated

Triggers when a new product is created or updated

Sales invoice created or updated

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

Customer created

Triggers when a new customer is created

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create task

Creates a new task

Link contact to company

Links a contact to the specified company

Create contact

Creates a new contact

Create company

Creates a new company

Create project

Creates a new project

Update task

Updates the details of an existing task

Fetch company

Fetches a company by ID

Fetch contact

Fetches a contact by ID

Create purchase order

Creates a new purchase order

Create bill of materials

Creates a new bill of materias

Create product

Creates a new product

Create sales order

Creates a new sales order

Create warehouse stock transfer

Creates a new warehouse stock transfer

Create attribute set

Creates a new attribute set

Create customer

Creates a new customer

Complete assembly

Completes an existing assembly

Create stock adjustment

Creates a new stock adjustment

Complete sales order

Completes a sales order

Complete warehouse stock transfer

Completes the existing warehouse stock transfer

Create or update sales person

Updates the details of an existing sales person

Update sales order

Updates the details of an existing sales order

Update product

Updates the details of an existing product

Update customer

Updates the details of an existing customer

Fetch sales quote

Fetches the details of an existing sales quote using Guid

Fetch sales invoice

Fetches the details of an existing sales invoice 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 product

Fetches the details of an existing product using Guid

Fetch sales order

Fetches the details of an existing sales order using Guid

Fetch warehouse stock transfer

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

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 attribute set

Fetches the details of an existing attribute set using Guid

Fetch customer

Fetches the details of an existing customer 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

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 sales invoice

Searches the details of an existing sales invoice using invoice number

Search customer

Searches the details of existing customer using customer code

Search assembly

Searches the details of an existing assembly using assembly number

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

What is Teamleader?

Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

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

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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