Integrate Unleashed Software with MeisterTask
Send information between Unleashed Software and MeisterTask automatically, without writing any code, using Zoho Flow.
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Initiate a new task in MeisterTask whenever an order is created in Unleashed Software
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will create a new task in MeisterTask when a order is created 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 the selected section in MeisterTask.
Initiate a new task in MeisterTask whenever an order is created in Unleashed Software
Unleashed Software + MeisterTask
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Supported triggers and actions
Integrate Unleashed Software and MeisterTask 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 section
Triggers when a new section is created
New task in project
Triggers when a new task is created in the selected project
New project
Triggers when a new project is created
New task in section
Triggers when a new task is added in the selected section
New person
Triggers when a new person is added to a project
Task completed
Triggers when a task is completed
New task created
Triggers when a new task 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
Create task
Creates a new task in the selected section
Fetch person
Fetches a person by their unique ID
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 MeisterTask?
MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress.
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Learn more >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 main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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
