Connect Granola to Unleashed Software

Both apps 21Granola 6Unleashed Software 15

• Trigger
  New note

  Triggers when a new note is created in Granola, optionally limited to one folder or space.

• Action
  Get note

  Returns a single Granola meeting note with its title, owner, attendees, calendar event, folders, summary and, optionally, its transcript.

• Action
  Get transcript

  Returns the full meeting transcript of a Granola note, one item per spoken segment with speaker, text and start/end times. Works even for very long transcripts that Get note cannot include.

• Action
  List folders

  Returns every folder in the Granola workspace, with each folder's name, parent folder and space.

• Action
  List notes

  Returns the Granola meeting notes you have access to, optionally limited to a folder or space or to a created/updated date range.

• Action
  List spaces

  Returns all the spaces in your Granola workspace, with each space's id and name.

• 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.