

Integrate Unleashed Software with Workstack
Send information between Unleashed Software and Workstack automatically, without writing any code, using Zoho Flow.
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Initiate a new task in Workstack whenever an order is created in Unleashed Software
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Workstack whenever a new order is 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 task in the selected todo in Workstack.


Initiate a new task in Workstack whenever an order is created in Unleashed Software
Unleashed Software + Workstack

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Supported triggers and actions
Integrate Unleashed Software and Workstack 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 project
Triggers when a new project is created

New meeting
Triggers when a new meeting is created for the selected user

New todo list
Triggers when a new todo list is created in the selected project

New task
Triggers when a new task is created for the selected user

New todo
Triggers when a new todo is created in the selected project
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 todo
Creates a new todo in the selected project

Create task
Creates a new task in the selected todo

Create meeting
Creates a new meeting

Create todo list
Creates a new todo list in the selected project

Create project
Creates a new project
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 Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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