Integrate Unleashed Software with Swit

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

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Create a task in Swit each time a new order is made in Unleashed Software

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will create a new task in Swit when a 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 task in the selected project in Swit.
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Create a task in Swit each time a new order is made in Unleashed Software

Unleashed Software + Swit

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Supported triggers and actions

Integrate Unleashed Software and Swit 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

Task created

Triggers when a new task is created in the selected project

Idea posted

Triggers when a new idea is posted on the selected channel

Message posted

Triggers when a new message is posted on the selected channel

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 idea

Posts an idea on the selected channel

Create comment on task

Posts a comment on the selected task

Create task

Creates a task in the selected project

Create project

Creates a project in the selected workspace

Create message

Posts a message on the selected channel

Fetch project

Fetches the details of an existing project by name

Fetch task

Fetches the details of an existing task

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.

What is Swit?

Swit is a team collaboration platform that provides features such as chat, file sharing, task management, calendar, and more in a single interface.

Build comprehensive workflows using

Webhook triggers

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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 deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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