Integrate Unleashed Software with Forecast
Send information between Unleashed Software and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Forecast when a order is created in Unleashed Software
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Forecast each time a new order is made in Unleashed Software.
How it works
- The flow triggers when a new sales order is created in Unleashed Software.
- Zoho Flow creates a new task in Forecast.
Create a new task in Forecast when a order is created in Unleashed Software
Unleashed Software + Forecast
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Supported triggers and actions
Integrate Unleashed Software and Forecast 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
New sprint
Triggers when a new sprint is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
New person
Triggers when a new person is added
New project
Triggers when a new project is created
New subtask
Triggers when a new subtask is created in the selected project
New task
Triggers when a new card is created in the selected project
New client
Triggers when a new client is created
New milestone
Triggers when a new milestone is created in the selected project
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
Create task
Creates a new task
Create time registration
Creates a new time registration
Create project
Creates a new project
Create subtask
Creates a new sub task/to-do
Create milestone
Creates a new milestone in the selected project
Create sprint
Creates a new sprint in the selected project
Add person
Adds a new person
Create client
Creates a new client
Create label
Creates a new label
Fetch label
Fetches an existing label by name
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.
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What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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