Integrate Unleashed Software with Kylas
Send information between Unleashed Software and Kylas automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new deal in Kylas for every new order placed through Unleashed Software
Create deals for new orders to keep your sales team informed and follow up promptly. This integration will set up a new deal in Kylas for every new order placed through Unleashed Software.
How it works
- The flow triggers when a new sales order is created in Unleashed Software.
- Zoho Flow creates a new deal in Kylas.
Set up a new deal in Kylas for every new order placed through Unleashed Software
Unleashed Software + Kylas
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Supported triggers and actions
Integrate Unleashed Software and Kylas 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
Deal created or updated
Triggers when a deal is created or updated
Lead updated
Triggers when the details of an existing lead are updated
Lead created
Triggers when a new lead is created
Deal updated
Triggers when the details of an existing deal are updated
Task created
Triggers when a new task is created
Company created
Triggers when a new company is created
Task created or updated
Triggers when a task is created or updated
Company created or updated
Triggers when a company is created or updated
Contact created or updated
Triggers when a contact is created or updated
Contact updated
Triggers when the details of an existing contact are updated
Deal created
Triggers when a new deal is created
Lead created or updated
Triggers when a lead is created or updated
Call logs created or updated
Triggers when a call log is created or updated
Task updated
Triggers when the details of an existing task are updated
Company updated
Triggers when the details of an existing company are updated
Contact created
Triggers when a new contact 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 task
Creates a new task
Create contact
Creates a new contact
Create product or service
Creates a new product or service
Create company
Creates a new company
Create lead
Creates a new lead
Create deal
Creates a new deal
Update contact
Updates the details of an existing contact
Update deal
Updates the details of an existing deal
Update lead
Updates the details of an existing lead
Update company
Updates the details of an existing company
Close lead
Close the specified lead
Update product or service
Updates the details of an existing product or service
Close deal
Closes the specified deal
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch lead
Fetches the details of an existing lead using ID
Fetch company
Fetches the details of an existing company using ID
Fetch product or service
Fetches the details of an existing product or service using ID
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 Kylas?
Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.
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