Integrate Unleashed Software with Pipedrive
Send information between Unleashed Software and Pipedrive automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new deal in Pipedrive for every new order created in Unleashed Software
Track new orders by creating deals and monitor their progress through predefined stages. This flow will generate a new deal in Pipedrive whenever a new 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 deal in Pipedrive.
Create a new deal in Pipedrive for every new order created in Unleashed Software
Unleashed Software + Pipedrive
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Supported triggers and actions
Integrate Unleashed Software and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Sales order created or updated
Triggers when a sales order is created or details of an existing one are updated
Purchase order created or updated
Triggers when a new purchase order is created or updated
Sales order created
Triggers when a new sales order is created
Sales quote created
Triggers when a new sales quote is created
Assembly created
Triggers when a new assembly is created
Warehouse stock transfer created
Triggers when a new warehouse stock transfer is created
Sales invoice created
Triggers when a new sales invoice is created
Customer created
Triggers when a new customer is created
Product created
Triggers when a new product is created
Bill of material created
Triggers when a new bill of material is created
Supplier created
Triggers when a new supplier is created
Purchase order created
Triggers when a new purchase order is created
Attribute set created
Triggers when a new attribute set is created
Sales shipment created
Triggers when a new sales shipment 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
Sales person created
Triggers when a new sales person is created
Customer created or updated
Triggers when a new customer is created or the details of an existing customer are updated
Stock adjustment created
Triggers when a new stock adjustment 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 the details of an existing product are updated
Organization created
Triggers when a new organization is created
Lead created
Triggers when a new lead is created
Activity created
Triggers when a new activity is created
Contact person updated
Triggers when any detail of an existing contact person is updated
Product updated
Triggers when any detail of an existing product is updated
Organization updated
Triggers when any detail of an existing organization is updated
Deal updated
Triggers when any detail of an existing deal is updated
Lead updated
Triggers when any detail of an existing lead is updated
Product created
Triggers when a new product is created
Note created
Triggers when a new note is added
Pipeline stage created
Triggers when a new pipeline stage is created
Pipeline created
Triggers when a new pipeline is created
Activity updated
Triggers when any detail of an existing activity is updated
Contact person created
Triggers when a new contact person is created
Note updated
Triggers when an existing note is updated
Deal created
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create sales order
Creates a new sales order
Complete assembly
Completes an existing assembly
Create purchase order
Creates a new purchase order
Create product
Creates a new product
Create customer
Creates a new customer
Create attribute set
Creates a new attribute set
Complete warehouse stock transfer
Completes the existing warehouse stock transfer
Complete sales order
Completes a sales order
Create warehouse stock transfer
Creates a new warehouse stock transfer
Create bill of materials
Creates a new bill of materias
Create stock adjustment
Creates a new stock adjustment
Update sales order
Updates the details of an existing sales order
Create or update sales person
Updates the details of an existing sales person
Update customer
Updates the details of an existing customer
Update product
Updates the details of an existing product
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 customer
Fetches the details of an existing customer using Guid
Fetch product
Fetches the details of an existing product using Guid
Fetch sales quote
Fetches the details of an existing sales quote using Guid
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 sales order
Fetches the details of an existing sales order using Guid
Fetch attribute set
Fetches the details of an existing attribute set 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 sales invoice
Fetches the details of an existing sales invoice using Guid
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 purchase order
Searches the details of existing purchase order using order number
Search sales order
Searches the details of existing sales order using order number
Search sales quote
Searches the details of an existing sales quote using quote number
Search customer
Searches the details of existing customer using customer code
Search product
Searches the details of existing product using product code
Create note
Creates a new note for the selected lead, deal, person, or organization
Create activity
Creates a new activity
Create contact person
Creates a contact new person
Create organization
Creates a new organization
Add products to a deal
Adds multiple products to a deal
Create lead
Creates a new lead
Create product
Creates a new project
Create deal
Creates a new deal
Update activity
Updates the details of an existing activity
Update product
Updates the details of an existing product
Update organization
Updates the details of an existing organization
Update lead
Updates the details of an existing lead
Update deal
Updates the details of an existing deal
Update contact person
Updates the details of an existing contact person
Fetch activity
Fetches the details of an existing user activity
Fetch organization
Fetches the details of an existing organization
Fetch lead
Fetches the details of an existing lead
Fetch user
Fetches the details of an existing user
Fetch field options
Fetches the specific field options by using its ID or name
Fetch contact person
Fetches the details of an existing contact person
Fetch product
Fetches the details of an existing product
Fetch deal
Fetches the details of an existing deal
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.
Similar apps
What is Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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