Integrate Unleashed Software with Forecast
Send information between Unleashed Software and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Forecast when a order is created in Unleashed Software
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Forecast 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 Forecast.
Create a new task in Forecast when a order is created in Unleashed Software
Unleashed Software + Forecast
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Supported triggers and actions
Integrate Unleashed Software and Forecast 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
New sprint
Triggers when a new sprint is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New client
Triggers when a new client is created
New task
Triggers when a new card is created in the selected project
New subtask
Triggers when a new subtask is created in the selected project
New project
Triggers when a new project is created
New person
Triggers when a new person is added
New time entry
Triggers when a new time entry is created in the selected project
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 sprint
Creates a new sprint in the selected project
Create milestone
Creates a new milestone in the selected project
Create label
Creates a new label
Create project
Creates a new project
Create time registration
Creates a new time registration
Create client
Creates a new client
Create task
Creates a new task
Create subtask
Creates a new sub task/to-do
Add person
Adds a new person
Fetch label
Fetches an existing label by name
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 Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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.
Learn more >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 has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
