Integrate Unleashed Software with Kizen

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

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Create a new deal in Kizen for each new order placed in Unleashed Software

Track new orders by creating deals and monitor their progress through predefined stages. This flow will set up a new deal in Kizen for each new order 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 deal in Kizen.
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Create a new deal in Kizen for each new order placed in Unleashed Software

Unleashed Software + Kizen

Build your own integrations between Unleashed Software and Kizen

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Supported triggers and actions

Integrate Unleashed Software and Kizen 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

Company added

Triggers when a new company is added

Deal created

Triggers when a new deal is created

Form submission made

Triggers when a new submission is received for an existing form

Contact added

Triggers when a new contact is added

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 deal

Creates a new deal

Create company

Creates a new company

Create contact

Creates a new contact

Update company

Updates the details of an existing company

Update deal

Updates the details of an existing deal

Update contact

Updates the details of an existing contact

Fetch company

Fetches the details of an existing company

Fetch contact

Fetches the details of an existing contact

Fetch deal

Fetches the details of an existing deal

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 Kizen?

Kizen is a cloud-based CRM suite for small and midsize businesses. It offers features such as contact and lead management, form automation, email syncing, business intelligence, and more.

CRM

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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