Integrate Unleashed Software with PipelineDeals

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

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A new deal in PipelineDeals whenever a new order is created in Unleashed Software

Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will create a new deal in PipelineDeals 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 PipelineDeals.
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A new deal in PipelineDeals whenever a new order is created in Unleashed Software

Unleashed Software + PipelineDeals

Build your own integrations between Unleashed Software and PipelineDeals

Connect Unleashed Software and PipelineDeals 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 PipelineDeals 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

New person, lead, or contact

Triggers when a new person, lead, or contact is created

Updated deal stage

Triggers when a deal is moved from one stage to another

Updated deal status

Triggers when the status of an existing deal is updated

New deal

Triggers when a new deal is created

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

Create deal

Creates a new deal

Add person

Adds a new person

Create task

Creates a new calendar task

Create activity

Creates a new activity associated with an existing person, company, or deal

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 PipelineDeals?

PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.

CRM

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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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