Integrate Unleashed Software with Zoho CRM
Send information between Unleashed Software and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Unleashed Software and Zoho CRM 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
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 invoice created
Triggers when a new sales invoice is created
Customer created
Triggers when a new customer is created
Assembly created
Triggers when a new assembly is created
Warehouse stock transfer created
Triggers when a new warehouse stock transfer is created
Supplier created
Triggers when a new supplier is created
Purchase order created
Triggers when a new purchase order is created
Product created
Triggers when a new product is created
Bill of material created
Triggers when a new bill of material 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
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
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
Updated deal
Triggers when an existing deal is updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
All Actions - Actions are the automated tasks
Complete assembly
Completes an existing assembly
Create purchase order
Creates a new purchase order
Create sales order
Creates a new sales order
Create attribute set
Creates a new attribute set
Complete warehouse stock transfer
Completes the existing warehouse stock transfer
Create product
Creates a new product
Create customer
Creates a new customer
Create bill of materials
Creates a new bill of materias
Create stock adjustment
Creates a new stock adjustment
Complete sales order
Completes a sales order
Create warehouse stock transfer
Creates a new warehouse stock transfer
Update customer
Updates the details of an existing customer
Update product
Updates the details of an existing product
Update sales order
Updates the details of an existing sales order
Create or update sales person
Updates the details of an existing sales person
Fetch supplier
Fetches the details of an existing supplier using Guid
Fetch customer
Fetches the details of an existing customer 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 product
Fetches the details of an existing product 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 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 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
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
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 invoice
Searches the details of an existing sales invoice using invoice number
Search customer
Searches the details of existing customer using customer code
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 quote
Searches the details of an existing sales quote using quote number
Enroll cadence
Enrolls an existing record to a cadence
Update related module entry
Relates an entry in this module with an entry in another module
Update module entry
Updates the specified module entry
Raise signal
Raises a signal to Zoho CRM
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Add note
Adds a note to the selected module
Un-enroll cadence
Un-enrolles a record from the cadence
Convert lead to contact
Converts a lead to a contact
Draft email
Drafts an email for the selected record
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Remove tags
Removes tags from the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Add tags
Adds tags to the specified record
Add user
Adds a new user
Update user
Updates the details of an existing user based on user ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
Fetch inventory template
Fetches an inventory template using ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch user
Fetches the details of an existing user by name or email address
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
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 Zoho CRM?
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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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Technical Engineer, Master Liveaboards
