Connect EspoCRM to Unleashed Software

Both apps 34EspoCRM 19Unleashed Software 15

• Trigger
  New contact

  Triggers when a new contact is created in EspoCRM.

• Trigger
  New Lead

  Triggers when a new lead is created in EspoCRM.

• Trigger
  New opportunity

  Triggers when a new opportunity is created in EspoCRM.

• Action
  Add account

  Creates a new account (company) in EspoCRM and returns its attributes.

• Action
  Add case

  Creates a new case (support ticket) in EspoCRM.

• Action
  Add contact

  Creates a new contact in EspoCRM.

• Action
  Add opportunity

  Creates a new opportunity (deal) in EspoCRM and returns the created record.

• Action
  Add task

  Creates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case.

• Action
  Create Lead

  Creates a new lead in EspoCRM and returns the created lead record.

• Action
  Find accounts

  Finds EspoCRM accounts whose name matches the text you supply.

• Action
  Find contacts

  Finds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact.

• Action
  Find Lead

  Finds leads in EspoCRM matching a value on a chosen attribute (email address by default).

• Action
  Get contact

  Returns a single EspoCRM contact by its ID, with all its attributes including custom fields.

• Action
  Get Lead

  Returns a single EspoCRM lead by its ID, with all of its fields.

• Action
  Get Task

  Returns one task by its ID, with its subject, status, dates, parent record and assignee.

• Action
  Update account

  Updates an existing account (company) in EspoCRM. Only the fields you fill in are changed.

• Action
  Update contact

  Updates an existing contact in EspoCRM, changing only the fields you fill in.

• Action
  Update Lead

  Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead.

• Action
  Update opportunity

  Updates an existing opportunity in EspoCRM, changing only the fields you fill in.

• Action
  Add customer
• Action
  Add product

  Adds a new product

• Action
  Add purchase order
• Action
  Add sales order
• Action
  Add stock adjustment

  Creates a stock adjustment in Unleashed for a warehouse, setting new quantities and values for one or more products.

• Action
  Get stock adjustment

  Returns one Unleashed stock adjustment by its GUID, with its number, warehouse, reason, status and adjusted product lines.

• Action
  List customers

  Lists customers in Unleashed, optionally filtered by code, name, email, type, currency and more. Returns the first page (up to 200 customers).

• Action
  List products

  Lists products in your Unleashed account, optionally filtered by code, description, barcode, brand, group, customer or modified date.

• Action
  List purchase orders

  Lists purchase orders in Unleashed, optionally filtered by status, dates, supplier, warehouse or order number.

• Action
  List sales invoices

  Lists sales invoices in Unleashed, optionally filtered by customer, dates, status, invoice or order number, and payment status.

• Action
  List sales orders

  Lists a page of sales orders, newest-modified first, optionally filtered by customer, status, warehouse or date range.

• Action
  List suppliers

  Lists suppliers in the Unleashed account, optionally filtered by supplier code, contact email or modified date.

• Action
  Update customer

  Updates an existing customer by GUID. Unleashed does not support partial updates, so the current record is read first and only the fields you supply are changed.

• Action
  Update product

  Updates an existing product by GUID. Only the fields you fill in are changed; every other field keeps its current value.

• Action
  Update sales order

  Updates an existing sales order in Unleashed. Only the fields you fill in are changed; everything else on the order keeps its current value.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.