Integrate Unleashed Software with Onpipeline
Send information between Unleashed Software and Onpipeline automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
A new deal in Onpipeline 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 Onpipeline for every new order 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 deal in Onpipeline.
A new deal in Onpipeline whenever a new order is created in Unleashed Software
Unleashed Software + Onpipeline
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Supported triggers and actions
Integrate Unleashed Software and Onpipeline using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Product created
Triggers when a new product is created
Supplier created
Triggers when a new supplier is created
Warehouse stock transfer created
Triggers when a new warehouse stock transfer is created
Attribute set created
Triggers when a new attribute set is created
Stock adjustment created
Triggers when a new stock adjustment is created
Sales person created
Triggers when a new sales person is created
Sales order created
Triggers when a new sales order is created
Credit note created
Triggers when a new credit note is created
Assembly created
Triggers when a new assembly is created
Sales quote created
Triggers when a new sales quote is created
Bill of material created
Triggers when a new bill of material is created
Sales invoice created or updated
Triggers when a new sales invoice is created or the details of an existing sales invoice is updated
Product created or updated
Triggers when a new product is created or updated
Sales invoice created
Triggers when a new sales invoice is created
Customer created
Triggers when a new customer is created
Purchase order created
Triggers when a new purchase order is created
Deal updated
Triggers when the details of an existing deal are updated
Deal updated as won
Triggers when the status of a deal is updated as won
Deal updated as lost
Triggers when the status of a deal is updated as lost
Deal updated as open
Triggers when the status of a deal is updated as open
Deal created
Triggers when a new deal is created
Person added
Triggers when a new contact person is added
Note added
Triggers when a new note is added
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
Deal updated as deleted
Triggers when the status of a deal is updated as deleted
Event updated
Triggers when a calendar event is updated
All Actions - Actions are the automated tasks
Create bill of materials
Creates a new bill of materias
Create attribute set
Creates a new attribute set
Create sales order
Creates a new sales order
Complete sales order
Completes a sales order
Create purchase order
Creates a new purchase order
Complete warehouse stock transfer
Completes the existing warehouse stock transfer
Create customer
Creates a new customer
Create warehouse stock transfer
Creates a new warehouse stock transfer
Complete assembly
Completes an existing assembly
Create stock adjustment
Creates a new stock adjustment
Create product
Creates a new product
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 product
Fetches the details of an existing product using Guid
Fetch sales quote
Fetches the details of an existing sales quote using Guid
Fetch credit note
Fetches the details of an existing credit note using Guid
Fetch stock adjustment
Fetches the details of an existing stock adjustment using Guid
Fetch sales order
Fetches the details of an existing sales order using Guid
Fetch attribute set
Fetches the details of an existing attribute set using Guid
Fetch assembly
Fetches the details of an existing assembly using Guid or assembly or disassembly number
Fetch bill of materials
Fetches the details of an existing bill of materials using Guid
Fetch sales invoice
Fetches the details of an existing sales invoice using Guid
Fetch warehouse stock transfer
Fetches the details of an existing warehouse stock transfer using transfer order number
Fetch purchase order
Fetches the details of an existing purchase order using Guid
Fetch supplier
Fetches the details of an existing supplier using Guid
Fetch customer
Fetches the details of an existing customer using Guid
Search sales quote
Searches the details of an existing sales quote using quote number
Search purchase order
Searches the details of existing purchase order using order number
Search customer
Searches the details of existing customer using customer code
Search product
Searches the details of existing product using product code
Search sales order
Searches the details of existing sales order using order number
Search sales invoice
Searches the details of an existing sales invoice using invoice number
Search assembly
Searches the details of an existing assembly using assembly number
Add organization
Adds a new organization
Create deal
Creates a new deal
Add lead
Creates a new lead
Add widget
Adds a new widget
Add note
Adds a new note
Add action menu
Adds a new action menu
Add person
Adds a new contact person
Update person
Updates the details of an existing contact person
Update deal
Updates the details of an existing deal
Undelete deal
Restores a deleted deal and set the status to open
Update organization
Updates the details of an existing organization
Fetch event
Fetches the details of an existing event by ID
Fetch person
Fetches the details of an existing person by full name
Fetch organization
Fetches the details of an existing organisation by name
Remove action menu
Removes an existing action menu using link ID
Remove widget
Removes an existing widget using link ID
Search deal
Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.
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 Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
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