Integrate Salesforce with Unleashed Software
Send information between Salesforce and Unleashed Software automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
All Triggers - A trigger kickstarts the flow
Opportunity updated
Triggers when an opportunity is updated
Module entry added
Trigger when a new entry is added to the selected module
Product updated
Triggers when an product is updated
Lead updated
Triggers when a lead is updated
Lead created
Triggers when a new lead is created
Note updated
Triggers when a note is updated
Case created
Triggers when a new case is created
Solution updated
Triggers when an solution is updated
Order updated
Triggers when an order is updated
Opportunity added
Triggers when a new opportunity is added
Contact created
Triggers when a new contact is created
Product added
Triggers when a new product is added
Account created
Triggers when a new account is created
Module entry updated
Triggers when a record is updated in the selected module
Note created
Triggers when a new note is created
Event updated
Triggers when an event is updated
Task updated
Triggers when a task is updated
Campaign added
Triggers when a new campaign is added
Campaign updated
Triggers when a new campaign is updated
Case updated
Triggers when a case is updated
Event created
Triggers when a new event is created
Task created
Triggers when a new task is created
Order created
Triggers when a new order is created
Account updated
Triggers when an account is updated
Solution added
Triggers when a new solution is added
Contact updated
Triggers when a contact is updated
Assembly created
Triggers when a new assembly is created
Customer created
Triggers when a new customer 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
Stock adjustment created
Triggers when a new stock adjustment is created
Credit note created
Triggers when a new credit note is created
Sales order created
Triggers when a new sales order is created
Sales quote created
Triggers when a new sales quote is created
Attribute set created
Triggers when a new attribute set is created
Product created
Triggers when a new product 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
Supplier created
Triggers when a new supplier is created
Purchase order created
Triggers when a new purchase order is created
All Actions - Actions are the automated tasks
Create account
Creates a new account
Create note
Creates a new note
Create campaign
Creates a new campaign
Create task
Creates a new task
Create order
Creates a new order
Create lead
Creates a new lead
Create contact
Creates a new contact
Create solution
Creates a new solution
Create custom module entry
Creates a new entry in the selected module
Create opportunity
Creates a new opportunity
Create case
Creates a new case
Create event
Creates a new event
Create product
Creates a new product
Update note
Updates the details of an existing note
Update task
Updates the details of an existing task
Update event
Updates the details of an existing event
Update case
Updates the details of an existing case
Update solution
Updates the details of an existing solution
Update opportunity
Updates the details of an existing opportunity
Update campaign
Updates the details of an existing campaign
Update product
Updates the details of an existing product
Update account
Updates the details of an existing account
Update lead
Updates the details of an existing lead
Update contact
Updates the details of an existing contact
Update order
Updates the details of an existing order
Update custom module entry
Updates the details of entry in the selected module
Fetch case
Fetches the details of an existing case by subject or ID
Fetch event
Fetches the details of an existing event by subject or ID
Fetch user
Fetches the details of an existing user by email, name or ID
Fetch contact
Fetches the details of an existing contact by name or email address or ID
Fetch order
Fetches the details of an existing order by number or ID
Fetch group
Fetches the details of an existing group by name or ID
Fetch lead
Fetches the details of an existing lead by name or ID
Fetch product
Fetches the details of an existing product by name or ID
Fetch campaign
Fetches the details of an existing campaign by name or ID
Fetch opportunity
Fetches the details of an existing opportunity by name or ID
Fetch solution
Fetches the details of an existing solution by name or ID
Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
Fetch module entry
Fetches the details of a module record entry based on the specified value
Fetch company
Fetches the details of an existing D&B company by name or ID
Fetch note
Fetches the details of an existing note by title or ID
Fetch asset
Fetches the details of an existing asset by name or ID
Fetch contract
Fetches the details of an existing contract by number or ID
Fetch account
Fetches the details of an existing account by name or ID
Create warehouse stock transfer
Creates a new warehouse stock transfer
Create purchase order
Creates a new purchase order
Complete warehouse stock transfer
Completes the existing warehouse stock transfer
Create customer
Creates a new customer
Create sales order
Creates a new sales order
Create attribute set
Creates a new attribute set
Complete assembly
Completes an existing assembly
Complete sales order
Completes a sales order
Create stock adjustment
Creates a new stock adjustment
Create product
Creates a new product
Create bill of materials
Creates a new bill of materias
Update product
Updates the details of an existing product
Update sales order
Updates the details of an existing sales order
Update customer
Updates the details of an existing customer
Create or update sales person
Updates the details of an existing sales person
Fetch sales invoice
Fetches the details of an existing sales invoice using Guid
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 warehouse stock transfer
Fetches the details of an existing warehouse stock transfer using transfer order number
Fetch attribute set
Fetches the details of an existing attribute set using Guid
Fetch product
Fetches the details of an existing product using Guid
Fetch credit note
Fetches the details of an existing credit note using Guid
Fetch purchase order
Fetches the details of an existing purchase order using Guid
Fetch sales quote
Fetches the details of an existing sales quote using Guid
Fetch customer
Fetches the details of an existing customer 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 supplier
Fetches the details of an existing supplier using Guid
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
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 order
Searches the details of existing sales order using order number
Search sales invoice
Searches the details of an existing sales invoice using invoice number
What is Salesforce?
Similar apps
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
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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. Know more
Louis Castellano
CEO, Lakeside CNC Group
We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
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. Know more
Toto
Technical Engineer, Master Liveaboards
