Integrate Unleashed Software with Zoho Invoice
Send information between Unleashed Software and Zoho Invoice automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Unleashed Software and Zoho Invoice 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
Timesheet created
Triggers when a new timesheet is created
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Estimate created
Triggers when a new estimate is created in the selected organization
Payment updated
Triggers when any detail of an existing payment is updated
Item updated
Triggers when any detail of an existing item is updated
Recurring expense created
Triggers when a new recurring expense is created
Timesheet updated
Triggers when the details of an existing timesheet are updated
Contact person created
Triggers when a new contact person is created for an existing contact
Invoice updated
Triggers when any detail of an existing invoice is updated
Project updated
Triggers when any detail of an existing project is updated
Credit note created
Triggers when a new credit note is created
Item created
Triggers when a new item is created in the selected organization
Contact updated
Triggers when any detail of an existing contact is updated
Payment received
Triggers when a new payment is received
Estimate updated
Triggers when any detail of an existing estimate is updated
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Credit note updated
Triggers when the details of an existing credit note are updated
Project created
Triggers when a new project 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
Create retainer invoice
Creates a new retainer invoice
Request payment information
Sends a payment information request to the specified email address
Create timesheet
Creates a new timesheet entry
Create item
Creates a new item
Stop timer
Stops the timer that is currently running
Send retainer invoice
Sends a retainer invoice to the specified email address
Send invoice
Sends an existing invoice to the specified recipients
Create invoice
Creates a new invoice
Add address for customer
Adds address details for an existing customer
Create task
Creates a new task in the specified project
Create estimate
Creates a new estimate
Record payment
Records a payment for an existing invoice
Create project
Creates a new project
Create recurring invoice
Creates a new recurring invoice
Start timer
Starts timer for the selected task
Create contact person
Creates a new contact person for the selected contact
Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
Create recurring expense
Creates a new recurring expense
Create contact
Creates a new contact
Send estimate
Sends an existing estimate to the specified recipients
Update timesheet
Updates the details of an existing timesheet
Update contact person
Updates the details of an existing contact person
Update invoice status
Updates the status of an existing invoice
Update project
Updates the details of an existing project
Update invoice
Updates the details of an existing invoice
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Update item
Updates the details of an existing item
Create payment link
Creates a payment link
Update estimate
Updates the details of an existing estimate
Update payment link
Updates the details of an existing payment link
Fetch estimate
Fetches the details of an existing invoice
Fetch item by SKU
Fetches the details of an existing item by SKU
Fetch user
Fetches the details of an existing user by ID, name, or email address
Fetch task
Fetches the details of an existing task by ID
Fetch project
Fetches the details of an existing project by ID
Fetch public invoice payment link
Fetches the payment link for the specified invoice
Fetch timesheet
Fetches the details of an existing timesheet by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch payment
Fetches the details of an existing payment
Fetch item by ID
Fetches the details of an existing item by ID
Fetch contact by email
Fetches the details of an existing contact by email
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch item by name
Fetches the details of an existing item by name
Fetch contact by display name
Fetches the details of an existing contact by display name
Fetch recurring expense
Fetches the details of an existing recurring expense
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 Invoice?
Zoho Invoice is online invoicing software that helps you craft invoices, automatically send payment reminders and get paid faster online. You can send estimates, track them, turn them into invoices, and get a detailed report of sales, tax, and expenses.
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Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
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. Learn more
Toto
Technical Engineer, Master Liveaboards
