Integrate Unleashed Software with Taskworld

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

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Create a new task in Taskworld when a order is created in Unleashed Software

Prevent new orders from being forgotten or delayed by creating tasks. This flow will initiate a new task in Taskworld whenever an order is created 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 Taskworld.
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Create a new task in Taskworld when a order is created in Unleashed Software

Unleashed Software + Taskworld

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Supported triggers and actions

Integrate Unleashed Software and Taskworld 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

Project created

Triggers when a new project 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 project

Creates a new project

Add task to task list

Adds a task to a task list in the specified project and workspace

Create task

Creates a new task

Create message

Creates a message in the selected workspace

Create tag

Creates a new tag

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Fetch task

Fetches the details of an existing task

Fetch tag

Fetches the details of an existing tag

Fetch user

Fetches the details of an existing user

Remove tag from task

Removes an existing tag from the specified task

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 Taskworld?

Taskworld is a cloud-based collaboration platform designed to facilitate project and task management, collaboration, delegation, communication and knowledge management within teams.

Project Management

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Logic

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