Integrate Unleashed Software with Teamwork Projects
Send information between Unleashed Software and Teamwork Projects automatically, without writing any code, using Zoho Flow.
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Initiate a new task in Teamwork Projects 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 Teamwork Projects whenever an order is created 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 the selected task list in Teamwork Projects.
Initiate a new task in Teamwork Projects whenever an order is created in Unleashed Software
Unleashed Software + Teamwork Projects
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Supported triggers and actions
Integrate Unleashed Software and Teamwork Projects 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 task
Triggers when a new task is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New task list
Triggers when a new task list is created in the selected project
New company
Triggers when a new company is created
New message
Triggers when a new message is created in the selected project
New person in project
Triggers when a new person is added in the selected project
New person
Triggers when a new person is added
New project
Triggers when a new project is created
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 milestone
Creates a new milestone in the selected project
Add person
Adds a new person
Create project
Creates a new project
Create message
Creates a new message in the selected project
Create time entry
Creates a new time entry in the selected project
Create company
Creates a new company
Create task
Creates a new task in the selected task list
Fetch person
Fetches the details of a person by person ID or email address
Fetch company
Fetches the details of an existing company
Fetch project
Fetches the details of an existing project
Fetch tag
Fetches the details of a tag by ID or name
Fetch task
Fetches the details of an existing task
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 Teamwork Projects?
Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.
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