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Integrate Unleashed Software with Salesmate
Send information between Unleashed Software and Salesmate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new deal in Salesmate for every new order created in Unleashed Software
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will set up a new deal in Salesmate for each new order placed in Unleashed Software.
How it works
- The flow triggers when a new sales order is created in Unleashed Software.
- Zoho Flow creates a new deal in Salesmate.
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Create a new deal in Salesmate for every new order created in Unleashed Software
Unleashed Software + Salesmate
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Build your own integrations between Unleashed Software and Salesmate
Connect Unleashed Software and Salesmate with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Unleashed Software and Salesmate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Supplier created
Triggers when a new supplier is created
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Customer created
Triggers when a new customer is created
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Credit note created
Triggers when a new credit note is created
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Product created or updated
Triggers when a new product is created or updated
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Sales person created
Triggers when a new sales person is created
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Warehouse stock transfer created
Triggers when a new warehouse stock transfer is created
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Sales invoice created or updated
Triggers when a new sales invoice is created or the details of an existing sales invoice is updated
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Product created
Triggers when a new product is created
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Sales quote created
Triggers when a new sales quote is created
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Sales order created
Triggers when a new sales order is created
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Purchase order created
Triggers when a new purchase order is created
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Stock adjustment created
Triggers when a new stock adjustment is created
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Sales invoice created
Triggers when a new sales invoice is created
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Bill of material created
Triggers when a new bill of material is created
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Attribute set created
Triggers when a new attribute set is created
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Assembly created
Triggers when a new assembly is created
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Activity created
Triggers when a new activity is created
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Company created
Triggers when a new company is created
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Deal created
Triggers when a new deal is created
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Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
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Complete assembly
Completes an existing assembly
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Complete warehouse stock transfer
Completes the existing warehouse stock transfer
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Create product
Creates a new product
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Create customer
Creates a new customer
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Complete sales order
Completes a sales order
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Create warehouse stock transfer
Creates a new warehouse stock transfer
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Create attribute set
Creates a new attribute set
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Create purchase order
Creates a new purchase order
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Create sales order
Creates a new sales order
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Create stock adjustment
Creates a new stock adjustment
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Create bill of materials
Creates a new bill of materias
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Create or update sales person
Updates the details of an existing sales person
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Update product
Updates the details of an existing product
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Update customer
Updates the details of an existing customer
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Update sales order
Updates the details of an existing sales order
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Fetch credit note
Fetches the details of an existing credit note using Guid
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Fetch stock adjustment
Fetches the details of an existing stock adjustment using Guid
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Fetch customer
Fetches the details of an existing customer using Guid
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Fetch attribute set
Fetches the details of an existing attribute set using Guid
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Fetch sales order
Fetches the details of an existing sales order using Guid
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Fetch product
Fetches the details of an existing product using Guid
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Fetch assembly
Fetches the details of an existing assembly using Guid or assembly or disassembly number
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Fetch bill of materials
Fetches the details of an existing bill of materials using Guid
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Fetch warehouse stock transfer
Fetches the details of an existing warehouse stock transfer using transfer order number
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Fetch purchase order
Fetches the details of an existing purchase order using Guid
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Fetch supplier
Fetches the details of an existing supplier using Guid
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Fetch sales invoice
Fetches the details of an existing sales invoice using Guid
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Fetch sales quote
Fetches the details of an existing sales quote using Guid
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Search sales order
Searches the details of existing sales order using order number
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Search customer
Searches the details of existing customer using customer code
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Search purchase order
Searches the details of existing purchase order using order number
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Search product
Searches the details of existing product using product code
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Search sales invoice
Searches the details of an existing sales invoice using invoice number
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Search assembly
Searches the details of an existing assembly using assembly number
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Search sales quote
Searches the details of an existing sales quote using quote number
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Create deal
Creates a new deal
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Create company
Creates a new company
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Create activity
Creates a new activity
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Create contact
Creates a new contact
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Update activity
Updates the details of an existing activity
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Update deal
Updates the details of an existing deal
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Update company
Updates the details of an existing company
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Update contact
Updates the details of an existing contact
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Fetch company
Fetches the details of a company by name, ID, or website
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Fetch activity
Fetches the details of an activity by title or ID
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Fetch contact
Fetches the details of a contact by name, ID, or email
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Fetch deal
Fetches the details of a deal by title or 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.
What is Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
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