Integrate Unleashed Software with ClickUp

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

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Create a task in ClickUp each time a new order is made in Unleashed Software

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to ClickUp whenever a new order is placed 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 under the selected list in ClickUp.
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Create a task in ClickUp each time a new order is made in Unleashed Software

Unleashed Software + ClickUp

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Supported triggers and actions

Integrate Unleashed Software and ClickUp using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Task moved

Triggers when a task is moved in the selected space

Task updated

Triggers when any detail of a task in the selected space is updated

Time entry created

Triggers when a new time entry is created

List created

Triggers when a new list is created

Task status updated

Triggers when the status of a task in the selected space is updated

Folder updated

Triggers when any detail of an existing folder is updated

List updated

Triggers when any detail of an existing list is updated

Task created

Triggers when a new task is created

Folder created

Triggers when a new folder is created

All Actions - Actions are the automated tasks

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

Add comment

Adds a comment to the specified task

Create folder

Creates a new folder

Create task

Creates a new task under the selected list

Create subtask

Creates a new subtask under the specified task

Create task using template

Creates a new task using an existing template

Create checklist

Creates a checklist for the specified task

Create list

Creates a new list

Update list

Updates the details of the specified list

Update task custom field

Updates the details of an existing task custom field

Update task

Updates the details of the specified task

Fetch task

Fetches the details of an existing task by ID and custom fields

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 ClickUp?

ClickUp is project management software with natural language processing. You can set recurring tasks, manage comments, and stay updated with the activity stream.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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