Connect Sally to Unleashed Software

Both apps 33Sally 18Unleashed Software 15

• Trigger
  New Recording

  Triggers when a new recording appears in a Sally directory.

• Trigger
  New Summary for Appointment Created

  Triggers when Sally finishes a new meeting summary.

• Trigger
  New Task

  Triggers when a new task is created in a Sally directory.

• Action
  Create Recording from URL

  Creates a Sally recording from an audio or video file URL and starts transcription.

• Action
  Create Tag

  Creates a tag in the Sally tag catalog (admins and owners only).

• Action
  Create Task

  Creates a task in Sally.

• Action
  Create Vocabulary Entry

  Adds a vocabulary phrase that improves Sally transcription.

• Action
  Delete Task

  Deletes a Sally task.

• Action
  Find Summaries

  Searches Sally recording summaries by words in their content.

• Action
  Find Tasks

  Searches Sally tasks by text.

• Action
  Get Recording

  Returns one Sally recording by id.

• Action
  Get Recording Transcript

  Returns the transcript of a Sally recording with its time-coded segments and speakers.

• Action
  Get Summary

  Returns one Sally recording summary with its sections.

• Action
  Get Task

  Returns one Sally task by id.

• Action
  List Directories

  Returns the Sally company accounts (directories) your token can access.

• Action
  List Recording Summaries

  Returns the AI summaries of a Sally recording, one per language.

• Action
  Toggle Task Done

  Marks a Sally task done, or reopens it.

• Action
  Update Task

  Updates the fields you supply on a Sally task.

• 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.