Integrate Unleashed Software with Zoho Projects

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

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Create a new task in Zoho Projects when a new order is created in Unleashed Software

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in Zoho Projects when a 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 Zoho Projects.
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Create a new task in Zoho Projects when a new order is created in Unleashed Software

Unleashed Software + Zoho Projects

Build your own integrations between Unleashed Software and Zoho Projects

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Supported triggers and actions

Integrate Unleashed Software and Zoho Projects 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

Task completed

Triggers when a task is completed in the selected portal

Bug submitted in project

Triggers when a new bug/issue is submitted in the selected project

Task or subtask updated

Triggers when the details of an existing task or subtask are updated in the selected portal

Task updated in project

Triggers when the details of an existing task are updated in the selected project

Project comment added

Triggers when a new comment is added in the selected project

Task created in project

Triggers when a new task is created in the selected project

Event created

Triggers when a new event is created

Task created

Triggers when a new task is created in the selected portal

Milestone created in a portal

Triggers when a new milestone is created in the selected portal

Milestone completed in a portal

Triggers when a milestone is completed in any project in the selected portal

Project created

Triggers when a new project is created

Task list completed

Triggers when a task list is marked as completed

Project updated

Triggers when the details of an existing project are updated

Bug submitted

Triggers when a new bug/issue is submitted

Milestone completed

Triggers when a milestone is marked as completed

Overdue task or subtask in portal

Triggers when a task or subtask in the selected portal becomes overdue

Milestone created

Triggers when a new milestone is created

Overdue task in project

Triggers when a task in the selected project becomes overdue

Task list created

Triggers when a new task list is created

Comment added

Triggers when a new comment is added to the selected task

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 time log for task

Creates a time log for the selected task

Create general time log

Creates a general time log for the selected project

Add user to project

Adds a user to the selected project

Add comment

Adds a comment to the selected task

Create subtask

Creates a new subtask in the selected task

Create task

Creates a new task

Add existing client company to a project

Adds an existing client company to a project

Add client to project

Adds a client to the selected project

Create issue time log

Creates a time log for the selected issue

Add comment to bug

Adds a new comment to the selected bug

Add followers to task

Adds the specified users as followers to an existing task

Create comment in project

Creates a new comment in the selected project

Submit bug

Submits a new bug/issue

Create project

Creates a new project

Associate project with a team

Associates a project with the selected team

Create milestone

Creates a new milestone

Add client company

Creates a new client company

Create task list

Creates a new task list

Create event

Creates a new event

Update task list

Updates the details of a task list using its ID

Update client company

Updates the details of an existing client company

Update bug

Updates the details of an existing bug/issue

Update task or subtask

Updates the task or subtask details for the specified ID

Update project

Updates the details of an existing project

Update issue time log

Updates the details of an existing issue time log

Complete milestone

Completes an existing milestone

Update general time log

Updates the details of an existing general time log

Update task time log

Updates the details of an existing task time log

Fetch milestone by ID

Fetches the details of an existing milestone by ID

Fetch clients in a project

Fetches the clients associated with the selected project

Fetch project - By search term

Fetches the details of an existing project by search term

Fetch task status

Fetches the status of an existing task by task name

Fetch bug in project

Fetches the details of an existing bug/task in the selected project

Fetch CRM deals

Fetch the CRM deals associated with the selected project

Fetch task in project

Fetches the details of an existing task by ID, name, owner, or status in the selected project

Fetch project - By ID

Fetches the details of an existing project by ID

Fetch milestone

Fetch the details of an existing milestone by search term

Fetch task

Fetches the details of an existing task by name

Fetch task list

Fetches the details of an existing task list by name

Fetch project status

Fetches the status of a project by name

Fetch time log

Fetches the details of an existing time log by bill status and owner

Fetch user

Fetches the details of an existing user by email address or user ID

Fetch tag

Fetches the specified tag using name

Fetch user in portal

Fetches the details of a user in the selected portal using 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 Zoho Projects?

Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.

Project Management Zoho

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Webhook triggers

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Logic

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Custom functions

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