Integrate Unleashed Software with Zoho Connect
Send information between Unleashed Software and Zoho Connect automatically, without writing any code, using Zoho Flow.
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Initiate a new task in Zoho Connect 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 Zoho Connect whenever an order is created 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 the selected section in Zoho Connect.
Initiate a new task in Zoho Connect whenever an order is created in Unleashed Software
Unleashed Software + Zoho Connect
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Supported triggers and actions
Integrate Unleashed Software and Zoho Connect 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 status updated
Triggers when a task status is updated in the selected board
Group member added
Triggers when a new member is added to the selected group
Task created
Triggers when a new task is created
Conversation posted
Triggers when a new conversation is posted
Event created
Triggers when a new event is created
Poll started
Triggers when a new poll is started in the selected group
Announcement created
Triggers when a new announcement is created in the selected group
Task completed
Triggers when a task is completed in the selected board
User name mentioned
Triggers when your user name is mentioned
Network member added
Triggers when a new member is added to the selected network
New board
Triggers when a new board 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 private event
Creates a new private event
Add member to group
Adds a member to the selected group
Create group
Creates a new group in the selected network
Add member to board
Adds a member to the selected board
Add comment in post
Adds a comment in the specified post
Create forum post
Creates a new forum post
Create board
Creates a new board
Invite user
Invites a user to the selected network
Create private task
Creates a new private task
Create checklist
Creates a checklist for the specified task
Add comment in task
Adds a comment in the specified task
Create board from board template
Creates a new board from an existing saved template
Create conversation
Creates a new conversation in the selected group
Create group event
Creates a new group event
Create task in section
Creates a new task in the selected section
Unarchive group
Unarchives the selected group
Archive board
Archives the selected board
Archive group
Archives the selected group
Archive task
Archives the selected task
Unarchive board
Unarchives the selected board
Fetch user
Fetches the details of an existing user by email address
Remove member from group
Removes a member from the selected group
Fetch post
Fetches the details of an existing post by ID or metadata
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 Zoho Connect?
Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
