Connect Paperless to Unleashed Software

Both apps 22Paperless 8Unleashed Software 14

• Trigger
  Document updated

  Fires when a document is updated (e.g. name changed). Backed by the document.updated webhook event.

• Trigger
  New document created

  Fires when a new document is created. Backed by the document.created webhook event.

• Action
  Create Document (From Template)

  Creates a new Paperless document from an existing template, optionally filling in recipients, form-field defaults and variables, and optionally sending it right away.

• Action
  Delete Document

  Permanently delete a document by ID.

• Action
  Get Document

  Retrieves a single Paperless document by its id.

• Action
  Get Template

  Retrieves a single Paperless template by its id.

• Action
  List Templates

  List all templates the API key's integration has access to, used to pick a template_id before creating a document.

• Action
  Update Document

  Updates an existing Paperless document: rename it, set its recipients, form field defaults and variables, or send it by setting its state to dispatched.

• 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 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.