Integrate Unleashed Software with Teamwork CRM

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

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A new deal in Teamwork CRM whenever a new order is created in Unleashed Software

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

Unleashed Software + Teamwork CRM

Build your own integrations between Unleashed Software and Teamwork CRM

Connect Unleashed Software and Teamwork CRM with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Unleashed Software and Teamwork CRM 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

Triggers when a new deal is created

Contact updated

Triggers when a contact is updated

Note created

Triggers when a new note is created

Company created

Triggers when a new company is created

Contact created

Triggers when a new contact is created

Deal updated

Triggers when a deal is updated

Company updated

Triggers when a company is updated

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 contact

Creates a new contact

Create lost reason

Creates a new lost reason

Create note

Creates a new note

Create deal

Creates a new deal

Create company

Creates a new company

Create product

Creates a new product

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 Teamwork CRM?

Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.

CRM

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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