Integrate Unleashed Software with Aero Workflow
Send information between Unleashed Software and Aero Workflow automatically, without writing any code, using Zoho Flow.
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Create a new task in Aero Workflow when a order is created in Unleashed Software
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will generate a task in Aero Workflow each time a new order is made 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 Aero Workflow.
Create a new task in Aero Workflow when a order is created in Unleashed Software
Unleashed Software + Aero Workflow
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Supported triggers and actions
Integrate Unleashed Software and Aero Workflow using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
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
Create contact
Creates a new contact
Create task
Creates a new task
Create appointment
Creates a new appointment
Create email
Creates a new email
Create company
Creates a new company
Fetch contact
Fetches details of an existing contact by ID
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 Aero Workflow?
Aero Workflow is an accounting workflow management platform. You can create task templates, schedule tasks, and track work and time effectively.
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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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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Technical and Operations Head, TruAct
