Integrate Unleashed Software with Swit
Send information between Unleashed Software and Swit automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Swit each time a new order is made 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 Swit 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 task in the selected project in Swit.
Create a task in Swit each time a new order is made in Unleashed Software
Unleashed Software + Swit
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Supported triggers and actions
Integrate Unleashed Software and Swit 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
Idea posted
Triggers when a new idea is posted on the selected channel
Message posted
Triggers when a new message is posted on the selected channel
Task created
Triggers when a new task is created in the selected project
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 project
Creates a project in the selected workspace
Create task
Creates a task in the selected project
Create idea
Posts an idea on the selected channel
Create message
Posts a message on the selected channel
Create comment on task
Posts a comment on the selected task
Fetch task
Fetches the details of an existing task
Fetch project
Fetches the details of an existing project 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.
What is Swit?
Swit is a team collaboration platform that provides features such as chat, file sharing, task management, calendar, and more in a single interface.
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