Integrate Unleashed Software with Zendesk Sell

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

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Create a new deal in Zendesk Sell for each new order placed in Unleashed Software

Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will generate a new deal in Zendesk Sell whenever a new 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 create a new deal in Zendesk Sell.
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Create a new deal in Zendesk Sell for each new order placed in Unleashed Software

Unleashed Software + Zendesk Sell

Build your own integrations between Unleashed Software and Zendesk Sell

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Supported triggers and actions

Integrate Unleashed Software and Zendesk Sell 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 created

Triggers when a new deal is created

Contact created

Triggers when a new contact is created

Lead created

Triggers when a new lead 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 task

Create a new task

Create lead

Creates a new lead

Create task

Create a new task

Create contact

Creates a new contact

Create deal

Create a new deal

Update deal

Updates the details of an existing deal by ID

Update lead

Updates the details of an existing lead by ID

Fetch lead

Fetch the details of the existing lead by email address

Fetch user

Fetch the details of the existing user by 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 Zendesk Sell?

Zendesk Sell is sales force automation software that lets you manage tickets, build a web-based knowledge base, and create an online community for customer conversations.

CRM Sales Automation

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Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

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Sales Director, Artico

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CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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