Integrate Unleashed Software with Zoho Connect
Send information between Unleashed Software and Zoho Connect automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate a new task in Zoho Connect 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 initiate a new task in Zoho Connect whenever an 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 Zoho Connect.
Initiate a new task in Zoho Connect whenever an order is created in Unleashed Software
Unleashed Software + Zoho Connect
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Supported triggers and actions
Integrate Unleashed Software and Zoho Connect 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
Credit note created
Triggers when a new credit note is created
Stock adjustment created
Triggers when a new stock adjustment is created
Sales quote created
Triggers when a new sales quote is created
Customer created or updated
Triggers when a new customer is created or the details of an existing customer are updated
Attribute set created
Triggers when a new attribute set is created
Customer created
Triggers when a new customer is created
Product created
Triggers when a new product is created
Sales person created
Triggers when a new sales person is created
Bill of material created
Triggers when a new bill of material is created
Purchase order created
Triggers when a new purchase order is created
Product created or updated
Triggers when a new product is created or updated
Supplier created
Triggers when a new supplier is created
Sales order created
Triggers when a new sales order 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
Assembly created
Triggers when a new assembly is created
Sales invoice created
Triggers when a new sales invoice is created
Group created
Triggers when a new group is created
Task open
Triggers when a task status is marked as open
Task assigned
Triggers when a task is assigned
Task unassigned
Triggers when a task is unassigned
Announcement comment created
Triggers when a new comment is created in announcements
Member added in board
Triggers when a member is added to a board
Task completed
Triggers when a task is completed in selected board
Member removed from board
Triggers when a member is removed from a board
Task reminder
Triggers when a task is created with a reminder
Task updated
Triggers when the details of an existing task is updated
Poll created
Triggers when a new poll is created
Board created
Triggers when a new board is created
Status created
Triggers when a new conversation is posted
Event created
Triggers when a new event is created
Member added in group
Triggers when a member added to group
New task created
Triggers when a new task is created
User mentioned in comment
Triggers when the configuration user is mentioned in a conversation comment
Announcement created
Triggers when a new announcement is created
Announcement updated
Triggers when the details of an existing announcement is updated
User mentioned in post
Triggers when the configuration user is mentioned in a conversation
Question created
Triggers when a new questions is created
Task status changed
Triggers when the status of an existing task is updated
Member removed from network
Triggers when a new member is removed from the selected network
Forum created
Triggers when a new forum is created
Forum updated
Triggers when an existing forum post is updated
Event updated
Triggers when the details of an existing event is updated
Event invited
Triggers when an invitee is added to an event
Member added in network
Triggers when a new member added to the selected network
All Actions - Actions are the automated tasks
Create stock adjustment
Creates a new stock adjustment
Complete assembly
Completes an existing assembly
Complete warehouse stock transfer
Completes the existing warehouse stock transfer
Create product
Creates a new product
Create attribute set
Creates a new attribute set
Create bill of materials
Creates a new bill of materias
Create purchase order
Creates a new purchase order
Create sales order
Creates a new sales order
Create customer
Creates a new customer
Create warehouse stock transfer
Creates a new warehouse stock transfer
Complete sales order
Completes a sales order
Update customer
Updates the details of an existing customer
Create or update sales person
Updates the details of an existing sales person
Update product
Updates the details of an existing product
Update sales order
Updates the details of an existing sales order
Fetch warehouse stock transfer
Fetches the details of an existing warehouse stock transfer using transfer order number
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
Fetch bill of materials
Fetches the details of an existing bill of materials using Guid
Fetch sales invoice
Fetches the details of an existing sales invoice using Guid
Fetch supplier
Fetches the details of an existing supplier using Guid
Fetch customer
Fetches the details of an existing customer using Guid
Fetch stock adjustment
Fetches the details of an existing stock adjustment using Guid
Fetch sales order
Fetches the details of an existing sales order using Guid
Fetch product
Fetches the details of an existing product using Guid
Fetch sales quote
Fetches the details of an existing sales quote using Guid
Fetch credit note
Fetches the details of an existing credit note using Guid
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 quote
Searches the details of an existing sales quote using quote number
Search purchase order
Searches the details of existing purchase order using order 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 invoice
Searches the details of an existing sales invoice using invoice number
Create private task
Creates a new private task
Create board
Creates a new board
Create task in section
Creates a new task in the selected section
Invite user
Invites a user to the selected network
Create private event
Creates a new private event
Add member to group
Adds a member to the selected group
Add comment in post
Adds a comment in the specified post
Create group event
Creates a new group event
Add member to board
Adds a member to the selected board
Add comment in task
Adds a comment in the specified task
Create forum post
Creates a new forum post
Create board from board template
Creates a new board from an existing saved template
Create checklist
Creates a checklist for the specified task
Create conversation
Creates a new conversation in the selected group
Create group
Creates a new group in the selected network
Unarchive group
Unarchives the selected group
Unarchive board
Unarchives the selected board
Archive task
Archives the selected task
Archive group
Archives the selected group
Archive board
Archives the selected board
Fetch user
Fetches the details of an existing user by email address
Remove member from group
Removes a member from the selected group
Fetch post
Fetches the details of an existing post by ID or metadata
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 Zoho Connect?
Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.
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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
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