Integrate Unleashed Software with Teamwork Projects

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

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Initiate a new task in Teamwork Projects whenever an order is created in Unleashed Software

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in Teamwork Projects whenever an 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 task in the selected task list in Teamwork Projects.
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Initiate a new task in Teamwork Projects whenever an order is created in Unleashed Software

Unleashed Software + Teamwork Projects

Build your own integrations between Unleashed Software and Teamwork Projects

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Supported triggers and actions

Integrate Unleashed Software and Teamwork Projects 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 time entry

Triggers when a new time entry is created in the selected project

New task

Triggers when a new task is created in the selected project

New milestone

Triggers when a new milestone is created in the selected project

New person

Triggers when a new person is added

New company

Triggers when a new company is created

New task list

Triggers when a new task list is created in the selected project

New message

Triggers when a new message is created in the selected project

New person in project

Triggers when a new person is added in the selected project

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 company

Creates a new company

Create task

Creates a new task in the selected task list

Create milestone

Creates a new milestone in the selected project

Add person

Adds a new person

Create project

Creates a new project

Create message

Creates a new message in the selected project

Create time entry

Creates a new time entry in the selected project

Fetch company

Fetches the details of an existing company

Fetch project

Fetches the details of an existing project

Fetch tag

Fetches the details of a tag by ID or name

Fetch task

Fetches the details of an existing task

Fetch person

Fetches the details of a person by person ID or email address

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 Projects?

Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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