Integrate Unleashed Software with Insightly
Send information between Unleashed Software and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Insightly each time a new order is made in Unleashed Software
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Insightly whenever a new order is placed 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 Insightly.
Create a task in Insightly each time a new order is made in Unleashed Software
Unleashed Software + Insightly
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Supported triggers and actions
Integrate Unleashed Software and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New Project
Triggers when a new project is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Task
Triggers when a new task is created
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
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
Create Organization
Creates a new organization
Create Contact
Creates a new contact
Create Project
Creates a new project
Create Task
Creates a new task
Create Lead
Creates a new lead
Create Opportunity
Creates a new opportunity
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 Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
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