Integrate Unleashed Software with Zoho Connect

Send information between Unleashed Software and Zoho Connect automatically, without writing any code, using Zoho Flow.

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Initiate a new task in Zoho Connect 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 Zoho Connect whenever an order is created in Unleashed Software.

How it works
  1. The flow triggers when a new sales order is created in Unleashed Software.
  2. Zoho Flow creates a new task in the selected section in Zoho Connect.
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Initiate a new task in Zoho Connect whenever an order is created in Unleashed Software

Unleashed Software + Zoho Connect

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Supported triggers and actions

Integrate Unleashed Software and Zoho Connect 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

Announcement created

Triggers when a new announcement is created in the selected group

Poll started

Triggers when a new poll is started in the selected group

Event created

Triggers when a new event is created

Task status updated

Triggers when a task status is updated in the selected board

Conversation posted

Triggers when a new conversation is posted

New board

Triggers when a new board is created

Task completed

Triggers when a task is completed in the selected board

Group member added

Triggers when a new member is added to the selected group

Network member added

Triggers when a new member is added to the selected network

Task created

Triggers when a new task is created

User name mentioned

Triggers when your user name is mentioned

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 group event

Creates a new group event

Create board from board template

Creates a new board from an existing saved template

Create task in section

Creates a new task in the selected section

Add member to group

Adds a member to the selected group

Add comment in post

Adds a comment in the specified post

Create board

Creates a new board

Add comment in task

Adds a comment in the specified task

Create conversation

Creates a new conversation in the selected group

Create private event

Creates a new private event

Add member to board

Adds a member to the selected board

Create forum post

Creates a new forum post

Invite user

Invites a user to the selected network

Create checklist

Creates a checklist for the specified task

Create group

Creates a new group in the selected network

Create private task

Creates a new private task

Archive task

Archives the selected task

Archive group

Archives the selected group

Unarchive board

Unarchives the selected board

Archive board

Archives the selected board

Unarchive group

Unarchives the selected group

Fetch user

Fetches the details of an existing user by email address

Remove member from group

Removes a member from the selected group

Fetch post

Fetches the details of an existing post by ID or metadata

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 Zoho Connect?

Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.

Team Collaboration Zoho

Build comprehensive workflows using

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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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 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

Louis Castellano

CEO, Lakeside CNC Group

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

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