Connect Leap CRM to Unleashed Software

Both apps 28Leap CRM 13Unleashed Software 15

• Trigger
  New Customer

  Triggers when a new customer is added in Leap.

• Trigger
  New Job

  Triggers when a new job is created in Leap.

• Action
  Add Job Note

  Adds a note to a Leap job.

• Action
  Add job payment

  Records a payment against a Leap job, returning the new payment record.

• Action
  Create Customer

  Creates a customer in Leap with contact details, phone and address.

• Action
  Create Job

  Creates a job for a Leap customer with a trade and description.

• Action
  Create Lead

  Creates a lead (prospect) in Leap with a phone number and optional job description.

• Action
  Get Customer

  Returns one Leap customer by ID, with contact details and address.

• Action
  Get Job

  Returns one Leap job by ID, including its number, customer and trades.

• Action
  Get job financial summary

  Returns a job's financial summary: price, change orders, payments received, credits, refunds and the amount still owed.

• Action
  List job workflow history

  Returns the workflow stage history of a Leap job: each stage it passed through with start and completion dates.

• Action
  Update Customer

  Updates an existing Leap customer's name, email, company or note.

• Action
  Update job stage

  Moves a Leap job to a different workflow stage.

• 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.