Integrate Unleashed Software with Zoho Connect

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

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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
  1. The flow triggers when a new sales order is created in Unleashed Software.
  2. Zoho Flow creates a new task in the selected section in Zoho Connect.
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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

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

Announcement updated

Triggers when the details of an existing announcement is updated

Board created

Triggers when a new board is created

Task unassigned

Triggers when a task is unassigned

Forum created

Triggers when a new forum is created

Status created

Triggers when a new conversation is posted

Task assigned

Triggers when a task is assigned

Task completed

Triggers when a task is completed in selected board

Event invited

Triggers when an invitee is added to an event

Question created

Triggers when a new questions is created

Forum updated

Triggers when an existing forum post is updated

Poll created

Triggers when a new poll is created

User mentioned in post

Triggers when the configuration user is mentioned in a conversation

Event updated

Triggers when the details of an existing event is updated

New task created

Triggers when a new task is created

Member removed from board

Triggers when a member is removed from a board

Member removed from network

Triggers when a new member is removed from the selected network

Task updated

Triggers when the details of an existing task is updated

Member added in network

Triggers when a new member added to the selected network

Task status changed

Triggers when the status of an existing task is updated

Event created

Triggers when a new event is created

Task reminder

Triggers when a task is created with a reminder

Announcement comment created

Triggers when a new comment is created in announcements

Announcement created

Triggers when a new announcement is created

Group created

Triggers when a new group is created

User mentioned in comment

Triggers when the configuration user is mentioned in a conversation comment

Member added in board

Triggers when a member is added to a board

Member added in group

Triggers when a member added to group

Task open

Triggers when a task status is marked as open

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 forum post

Creates a new forum post

Add member to group

Adds a member to the selected group

Create group

Creates a new group in the selected network

Create checklist

Creates a checklist for the specified task

Add comment in post

Adds a comment in the specified post

Create task in section

Creates a new task in the selected section

Create conversation

Creates a new conversation in the selected group

Create group event

Creates a new group event

Create board from board template

Creates a new board from an existing saved template

Invite user

Invites a user to the selected network

Create private event

Creates a new private event

Add comment in task

Adds a comment in the specified task

Add member to board

Adds a member to the selected board

Create board

Creates a new board

Create private task

Creates a new private task

Archive board

Archives the selected board

Unarchive group

Unarchives the selected group

Archive task

Archives the selected task

Archive group

Archives the selected group

Unarchive board

Unarchives 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.

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.

Team Collaboration Zoho

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. 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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