Connect Previsto to Unleashed Software

Both apps 32Previsto 18Unleashed Software 14

• Trigger
  Completed Assignment

  Triggers when an assignment is marked as completed in Previsto.

• Trigger
  Created Agreement

  Triggers when a new service agreement is created in Previsto.

• Trigger
  Created Assignment

  Triggers when a new assignment is created in Previsto.

• Trigger
  Created Contact

  Triggers when a new contact is created in your Previsto account, and hands on that contact's details.

• Trigger
  Updated Contact

  Triggers when a contact is created or changed in your Previsto account, and hands on that contact's details.

• Action
  Create Agreement

  Creates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats.

• Action
  Create Assignment

  Creates an assignment in Previsto for a customer and returns the created assignment.

• Action
  Create Contact

  Creates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id.

• Action
  Delete agreement

  Deletes a service agreement from Previsto.

• Action
  Delete assignment

  Deletes an assignment from Previsto.

• Action
  Delete contact

  Deletes a contact from Previsto.

• Action
  Get account

  Returns a single Previsto account, including its contact details, roles and location.

• Action
  Get agreement

  Retrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact.

• Action
  Get assignment

  Returns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers.

• Action
  Get contact

  Returns a single Previsto contact, including its address, billing settings and notification preferences.

• Action
  List contacts

  Returns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state.

• Action
  Update agreement

  Updates a service agreement in Previsto and returns the updated agreement.

• Action
  Update contact

  Updates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information.

• 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.