Integrate Unleashed Software with JobNimbus

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

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

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in JobNimbus each time a new order is made 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 in JobNimbus.
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Create a task in JobNimbus each time a new order is made in Unleashed Software

Unleashed Software + JobNimbus

Build your own integrations between Unleashed Software and JobNimbus

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Supported triggers and actions

Integrate Unleashed Software and JobNimbus using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Sales person created

Triggers when a new sales person is created

Product created

Triggers when a new product is created

Attribute set created

Triggers when a new attribute set is created

Sales order created

Triggers when a new sales order is created

Supplier created

Triggers when a new supplier 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

Warehouse stock transfer created

Triggers when a new warehouse stock transfer is created

Sales invoice created

Triggers when a new sales invoice 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

Customer created

Triggers when a new customer is created

Sales quote created

Triggers when a new sales quote is created

Stock adjustment created

Triggers when a new stock adjustment is created

Credit note created

Triggers when a new credit note is created

Bill of material created

Triggers when a new bill of material is created

Contact updated

Triggers when the details of an existing contact are updated

Contact created or updated

Triggers when a contact is created or updated

Job updated

Triggers when the details of an existing job are updated

Task created or updated

Triggers when a task is created or updated

Activity created

Triggers when a new activity is created

Job created

Triggers when a new job is created

Job created or updated

Triggers when a job is created or updated

Contact created

Triggers when a new contact is created

Activity created or updated

Triggers when an activity is created or updated

Activity updated

Triggers when the details of an existing activity are updated

Task created

Triggers when a new task is created

Task updated

Triggers when the details of an existing task are updated

All Actions - Actions are the automated tasks

Create customer

Creates a new customer

Complete sales order

Completes a sales order

Complete assembly

Completes an existing assembly

Create bill of materials

Creates a new bill of materias

Create product

Creates a new product

Complete warehouse stock transfer

Completes the existing warehouse stock transfer

Create purchase order

Creates a new purchase order

Create warehouse stock transfer

Creates a new warehouse stock transfer

Create stock adjustment

Creates a new stock adjustment

Create sales order

Creates a new sales order

Create attribute set

Creates a new attribute set

Update sales order

Updates the details of an existing sales order

Update product

Updates the details of an existing product

Create or update sales person

Updates the details of an existing sales person

Update customer

Updates the details of an existing customer

Fetch stock adjustment

Fetches the details of an existing stock adjustment 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

Fetch sales invoice

Fetches the details of an existing sales invoice using Guid

Fetch warehouse stock transfer

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

Fetch supplier

Fetches the details of an existing supplier using Guid

Fetch product

Fetches the details of an existing product using Guid

Fetch sales order

Fetches the details of an existing sales order using Guid

Fetch customer

Fetches the details of an existing customer using Guid

Fetch bill of materials

Fetches the details of an existing bill of materials using Guid

Fetch purchase order

Fetches the details of an existing purchase order using Guid

Fetch attribute set

Fetches the details of an existing attribute set using Guid

Fetch assembly

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

Search product

Searches the details of existing product using product code

Search sales invoice

Searches the details of an existing sales invoice using invoice number

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 purchase order

Searches the details of existing purchase order using order number

Search customer

Searches the details of existing customer using customer code

Search sales quote

Searches the details of an existing sales quote using quote number

Create task

Creates a new task

Create activity

Creates a new activity

Create contact

Creates a new contact

Create job

Creates a new job

Update task

Updates the details of an existing task

Update contact

Updates the details of an existing contact

Update activity

Updates the details of an existing activity

Update job

Updates the details of an existing job

Fetch task

Fetches the details of an existing task using ID

Fetch job

Fetches the details of an existing job using ID

Fetch activity

Fetches the details of an existing activity using ID

Fetch contact

Fetches the details of an existing contact using 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.

What is JobNimbus?

JobNimbus is CRM and project management software that helps contractors streamline their communication and manage their teams better.

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

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.

Julien Granjean

CEO, iDAYit

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