Integrate Bigin by Zoho CRM with Unleashed Software
Send information between Bigin by Zoho CRM and Unleashed Software automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a product in the Unleashed Software for every product created in the Bigin by Zoho CRM
Sync product details in real-time from your crm app to inventory management platform for increased productivity and system efficiency. This flow will create a new product in Unleashed Software for every new product created in Bigin by Zoho CRM.
How it works
- The flow triggers when a new product is created in Bigin by Zoho CRM.
- Zoho Flow creates a new product in Unleashed Software.
Create a product in the Unleashed Software for every product created in the Bigin by Zoho CRM
Bigin by Zoho CRM + Unleashed Software
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Supported triggers and actions
Integrate Bigin by Zoho CRM and Unleashed Software using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Note added
Triggers when a new note is added
Company updated
Triggers when any detail of an existing company is updated
Event updated
Triggers when any detail of an existing event is updated
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Event created
Triggers when a new event is created
Call created
Triggers when a new call is created
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Company created
Triggers when a new company is created
Product created
Triggers when a new product is created
Contact created or updated
Triggers when a new contact is created or updated
Contact created
Triggers when a new contact is created
User added
Triggers when a new user is added
Contact updated
Triggers when any detail of an existing contact is updated
Task updated
Triggers when any detail of an existing task is updated
Pipeline record created
Triggers when a new pipeline record is created
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Product updated
Triggers when any detail of an existing product is updated
Task created
Triggers when a new task is created
Call updated
Triggers when any detail of an existing call is updated
Supplier created
Triggers when a new supplier is created
Customer created
Triggers when a new customer is created
Credit note created
Triggers when a new credit note is created
Product created or updated
Triggers when a new product is created or updated
Sales person created
Triggers when a new sales person is created
Warehouse stock transfer created
Triggers when a new warehouse stock transfer 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
Product created
Triggers when a new product is created
Sales quote created
Triggers when a new sales quote is created
Sales order created
Triggers when a new sales order is created
Purchase order created
Triggers when a new purchase order is created
Stock adjustment created
Triggers when a new stock adjustment is created
Sales invoice created
Triggers when a new sales invoice is created
Bill of material created
Triggers when a new bill of material is created
Attribute set created
Triggers when a new attribute set is created
Assembly created
Triggers when a new assembly is created
All Actions - Actions are the automated tasks
Create or update product
Creates a new product or updates the details of an existing product
Add tag to record
Adds a tag to the specified record
Create call
Creates a new call
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Create or update contact
Creates a new contact or updates the details of an existing contact
Add note
Adds a note to the selected module
Create event
Creates a new event
Remove tag from record
Removes an existing tag from the specified record
Create or update company
Creates a new company or updates the details of the company if it already exists
Send email
Sends an email to the specified contact
Create tag
Creates a new tag in the selected module
Create user
Creates a new user
Create task
Creates a new task
Update product
Updates the details of an existing product
Update company
Updates the details of an existing company
Update user
Updates the existing user
Add product to pipeline record
Adds a product to the selected pipeline record
Update event
Updates the details of an existing event
Update pipeline record
Updates the details of an existing pipeline record
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Update call
Updates the details of an existing call
Fetch call
Fetches the details of an existing call by its ID or the contact ID
Fetch product
Fetches the details of an existing product by ID, name, or code
Fetch task
Fetches the details of an existing task by name or ID
Fetch event
Fetches the details of an existing event by title or ID
Fetch company
Fetches the details of an existing company by name or ID
Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
Fetch user
Fetches the details of an existing user by email address or ID
Complete assembly
Completes an existing assembly
Complete warehouse stock transfer
Completes the existing warehouse stock transfer
Create product
Creates a new product
Create customer
Creates a new customer
Complete sales order
Completes a sales order
Create warehouse stock transfer
Creates a new warehouse stock transfer
Create attribute set
Creates a new attribute set
Create purchase order
Creates a new purchase order
Create sales order
Creates a new sales order
Create stock adjustment
Creates a new stock adjustment
Create bill of materials
Creates a new bill of materias
Create or update sales person
Updates the details of an existing sales person
Update product
Updates the details of an existing product
Update customer
Updates the details of an existing customer
Update sales order
Updates the details of an existing sales order
Fetch credit note
Fetches the details of an existing credit note using Guid
Fetch stock adjustment
Fetches the details of an existing stock adjustment using Guid
Fetch customer
Fetches the details of an existing customer using Guid
Fetch attribute set
Fetches the details of an existing attribute set 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 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 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 supplier
Fetches the details of an existing supplier using Guid
Fetch sales invoice
Fetches the details of an existing sales invoice using Guid
Fetch sales quote
Fetches the details of an existing sales quote using Guid
Search sales order
Searches the details of existing sales order using order number
Search customer
Searches the details of existing customer using customer code
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 sales invoice
Searches the details of an existing sales invoice using invoice 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
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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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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