

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

Sales order created
Triggers when a new sales order is created

Sales quote created
Triggers when a new sales quote is created

Stock adjustment created
Triggers when a new stock adjustment is created

Credit note created
Triggers when a new credit note is created

Warehouse stock transfer created
Triggers when a new warehouse stock transfer is created

Sales person created
Triggers when a new sales person is created

Product created
Triggers when a new product is created

Attribute set created
Triggers when a new attribute set is created

Customer created
Triggers when a new customer is created

Supplier created
Triggers when a new supplier is created

Product created or updated
Triggers when a new product is created or updated

Purchase order created
Triggers when a new purchase order is created

Bill of material created
Triggers when a new bill of material is created

Sales invoice created
Triggers when a new sales invoice is created

Assembly created
Triggers when a new assembly 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

New person
Triggers when a new person is added

New time entry
Triggers when a new time entry is created in the selected project

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
All Actions - Actions are the automated tasks

Create stock adjustment
Creates a new stock adjustment

Create attribute set
Creates a new attribute set

Create warehouse stock transfer
Creates a new warehouse stock transfer

Create product
Creates a new product

Complete warehouse stock transfer
Completes the existing warehouse stock transfer

Complete assembly
Completes an existing assembly

Create customer
Creates a new customer

Create sales order
Creates a new sales order

Create purchase order
Creates a new purchase order

Create bill of materials
Creates a new bill of materias

Complete sales order
Completes a sales order

Update product
Updates the details of an existing product

Create or update sales person
Updates the details of an existing sales person

Update customer
Updates the details of an existing customer

Update sales order
Updates the details of an existing sales order

Fetch sales order
Fetches the details of an existing sales order using Guid

Fetch stock adjustment
Fetches the details of an existing stock adjustment using Guid

Fetch credit note
Fetches the details of an existing credit note using Guid

Fetch sales quote
Fetches the details of an existing sales quote using Guid

Fetch product
Fetches the details of an existing product using Guid

Fetch customer
Fetches the details of an existing customer using Guid

Fetch supplier
Fetches the details of an existing supplier using Guid

Fetch purchase order
Fetches the details of an existing purchase order using Guid

Fetch warehouse stock transfer
Fetches the details of an existing warehouse stock transfer using transfer order number

Fetch sales invoice
Fetches the details of an existing sales invoice using Guid

Fetch bill of materials
Fetches the details of an existing bill of materials using Guid

Fetch assembly
Fetches the details of an existing assembly using Guid or assembly or disassembly number

Fetch attribute set
Fetches the details of an existing attribute set using Guid

Search customer
Searches the details of existing customer using customer code

Search sales order
Searches the details of existing sales order using order number

Search product
Searches the details of existing product using product code

Search purchase order
Searches the details of existing purchase order using order number

Search sales quote
Searches the details of an existing sales quote using quote number

Search assembly
Searches the details of an existing assembly using assembly number

Search sales invoice
Searches the details of an existing sales invoice using invoice number

Create project
Creates a new project

Create time registration
Creates a new time registration

Create task
Creates a new task

Create label
Creates a new label

Add person
Adds a new person

Create client
Creates a new client

Create sprint
Creates a new sprint in the selected project

Create milestone
Creates a new milestone in the selected project

Create subtask
Creates a new sub task/to-do

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.
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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.
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