Integrate Unleashed Software with Salesmate
Send information between Unleashed Software and Salesmate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new deal in Salesmate for every new order created in Unleashed Software
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will set up a new deal in Salesmate for each new order placed in Unleashed Software.
How it works
- The flow triggers when a new sales order is created in Unleashed Software.
- Zoho Flow creates a new deal in Salesmate.
Create a new deal in Salesmate for every new order created in Unleashed Software
Unleashed Software + Salesmate
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Supported triggers and actions
Integrate Unleashed Software and Salesmate 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
Activity created
Triggers when a new activity is created
Contact created
Triggers when a new contact is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
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 contact
Creates a new contact
Create activity
Creates a new activity
Create company
Creates a new company
Create deal
Creates a new deal
Update deal
Updates the details of an existing deal
Update activity
Updates the details of an existing activity
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Fetch deal
Fetches the details of a deal by title or ID
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch activity
Fetches the details of an activity by title or ID
Fetch company
Fetches the details of a company by name, ID, or website
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 Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
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