Integrate Salesforce with Unleashed Software

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

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Create a product in Unleashed Software for a new product created in Salesforce

Automate product detail syncing between your CRM software and inventory management platform for hands-free management. This flow will create a product in Unleashed Software for every new product added in Salesforce.

How it works
  1. The flow triggers when a new product is added in Salesforce.
  2. Zoho Flow creates a new product in Unleashed Software.
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Create a product in Unleashed Software for a new product created in Salesforce

Salesforce + Unleashed Software

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Supported triggers and actions

Integrate Salesforce and Unleashed Software using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact updated

Triggers when a contact is updated

Order updated

Triggers when an order is updated

Product added

Triggers when a new product is added

Case created

Triggers when a new case is created

Opportunity added

Triggers when a new opportunity is added

Lead created

Triggers when a new lead is created

Solution updated

Triggers when an solution is updated

Product updated

Triggers when an product is updated

Note updated

Triggers when a note is updated

Task updated

Triggers when a task is updated

Case updated

Triggers when a case is updated

Note created

Triggers when a new note is created

Campaign added

Triggers when a new campaign is added

Account created

Triggers when a new account is created

Event updated

Triggers when an event is updated

Contact created

Triggers when a new contact is created

Module entry updated

Triggers when a record is updated in the selected module

Account updated

Triggers when an account is updated

Order created

Triggers when a new order is created

Task created

Triggers when a new task is created

Opportunity updated

Triggers when an opportunity is updated

Module entry added

Triggers when a new entry is added to the selected module

Event created

Triggers when a new event is created

Campaign updated

Triggers when a new campaign is updated

Solution added

Triggers when a new solution is added

Lead updated

Triggers when a lead is updated

Warehouse stock transfer created

Triggers when a new warehouse stock transfer is created

Sales person created

Triggers when a new sales person is created

Product created or updated

Triggers when a new product is created or updated

Purchase order created

Triggers when a new purchase order is created

Customer created

Triggers when a new customer is created

Supplier created

Triggers when a new supplier is created

Assembly created

Triggers when a new assembly 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

Bill of material created

Triggers when a new bill of material is created

Sales invoice created

Triggers when a new sales invoice is created

Stock adjustment created

Triggers when a new stock adjustment is created

Credit note created

Triggers when a new credit note is created

Sales order created

Triggers when a new sales order is created

Sales quote created

Triggers when a new sales quote is created

Product created

Triggers when a new product is created

Attribute set created

Triggers when a new attribute set is created

All Actions - Actions are the automated tasks

Create case

Creates a new case

Create note

Creates a new note

Create campaign

Creates a new campaign

Create contact

Creates a new contact

Create opportunity

Creates a new opportunity

Create account

Creates a new account

Create solution

Creates a new solution

Create product

Creates a new product

Create lead

Creates a new lead

Create custom module entry

Creates a new entry in the selected module

Create task

Creates a new task

Create order

Creates a new order

Create event

Creates a new event

Update task

Updates the details of an existing task

Update account

Updates the details of an existing account

Update product

Updates the details of an existing product

Update campaign

Updates the details of an existing campaign

Update event

Updates the details of an existing event

Update case

Updates the details of an existing case

Update solution

Updates the details of an existing solution

Update note

Updates the details of an existing note

Update lead

Updates the details of an existing lead

Update opportunity

Updates the details of an existing opportunity

Update custom module entry

Updates the details of entry in the selected module

Update order

Updates the details of an existing order

Update contact

Updates the details of an existing contact

Fetch group

Fetches the details of an existing group by name or ID

Fetch lead

Fetches the details of an existing lead by name or ID

Fetch event

Fetches the details of an existing event by subject or ID

Fetch order

Fetches the details of an existing order by number or ID

Fetch product

Fetches the details of an existing product by name or ID

Fetch user

Fetches the details of an existing user by email, name or ID

Fetch company

Fetches the details of an existing D&B company by name or ID

Fetch contract

Fetches the details of an existing contract by number or ID

Fetch contact

Fetches the details of an existing contact by name or email address or ID

Fetch note

Fetches the details of an existing note by title or ID

Fetch opportunity

Fetches the details of an existing opportunity by name or ID

Fetch module entry

Fetches the details of a module record entry based on the specified value

Fetch asset

Fetches the details of an existing asset by name or ID

Fetch solution

Fetches the details of an existing solution by name or ID

Fetch case

Fetches the details of an existing case by subject or ID

Fetch account

Fetches the details of an existing account by name or ID

Fetch custom module entry

Fetches the details of an entry in the selected module by name or ID

Fetch campaign

Fetches the details of an existing campaign by name or ID

Create stock adjustment

Creates a new stock adjustment

Create attribute set

Creates a new attribute set

Complete warehouse stock transfer

Completes the existing warehouse stock transfer

Complete assembly

Completes an existing assembly

Create bill of materials

Creates a new bill of materias

Complete sales order

Completes a sales order

Create sales order

Creates a new sales order

Create purchase order

Creates a new purchase order

Create warehouse stock transfer

Creates a new warehouse stock transfer

Create product

Creates a new product

Create customer

Creates a new customer

Update customer

Updates the details of an existing customer

Update product

Updates the details of an existing 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

Fetch purchase order

Fetches the details of an existing purchase order using Guid

Fetch warehouse stock transfer

Fetches the details of an existing warehouse stock transfer using transfer order number

Fetch sales order

Fetches the details of an existing sales order using Guid

Fetch stock adjustment

Fetches the details of an existing stock adjustment using Guid

Fetch product

Fetches the details of an existing product using Guid

Fetch customer

Fetches the details of an existing customer using Guid

Fetch supplier

Fetches the details of an existing supplier using Guid

Fetch assembly

Fetches the details of an existing assembly using Guid or assembly or disassembly number

Fetch attribute set

Fetches the details of an existing attribute set using Guid

Fetch sales invoice

Fetches the details of an existing sales invoice using Guid

Fetch bill of materials

Fetches the details of an existing bill of materials using Guid

Fetch credit note

Fetches the details of an existing credit note using Guid

Fetch sales quote

Fetches the details of an existing sales quote using Guid

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

Search product

Searches the details of existing product using product code

Search customer

Searches the details of existing customer using customer code

Search sales order

Searches the details of existing sales order using order number

Search assembly

Searches the details of an existing assembly using assembly number

Search sales invoice

Searches the details of an existing sales invoice using invoice number

What is Salesforce?

Salesforce is CRM software that lets you manage sales, deliver personalized messages, and predict outcomes with AI-powered analytics.

CRM Popular

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.

Build comprehensive workflows using

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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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.

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Technical Engineer, Master Liveaboards

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