--- title: "Unleashed Software Integration" description: "Read products, stock on hand, customers, suppliers, warehouses, and sales and purchase orders from the Unleashed cloud inventory platform, and create new sales orders." url: https://flowrunner.ai/integrations/unleashed date_modified: 2026-08-01T02:40:32-07:00 --- # Unleashed Software [ERP](https://flowrunner.ai/integrations/category/finance-accounting) Read products, stock on hand, customers, suppliers, warehouses, and sales and purchase orders from the Unleashed cloud inventory platform, and create new sales orders. [Verified](https://flowrunner.ai/integrations/verified "What does verified mean?") · 12 actions · Custom auth · available [Unleashed Software website](https://www.unleashedsoftware.com/) · [Platform Documentation](https://apidocs.unleashedsoftware.com/) · Capability data verified 2026-07-14 1. A new order arrives from a store or CRM 2. Agent reads the customer, product, and quantity 3. Agent calls Get Stock On Hand by Product to confirm availability 4. Agent confirms the warehouse has enough stock to fulfill 5. Agent runs Create Sales Order to record the order in Unleashed 6. The fulfillment team is updated with the order and stock position 7. An order that would push stock below a safety threshold is routed for a decision ## What This Integration Enables Agents read the operational inventory picture and record demand against it. On products they list and read (Get Products, Get Product). On stock they check availability warehouse by warehouse (Get Stock On Hand, Get Stock On Hand by Product). On the commercial side they read customers and suppliers (Get Customers, Get Customer, Get Suppliers), read and monitor orders (Get Sales Orders, Get Sales Order, Get Purchase Orders), read warehouses (Get Warehouses), and create new demand with Create Sales Order. The connector is read-mostly by design, which makes it a dependable availability-and-status layer for a fulfillment workflow: the agent confirms what is in stock and where, records the sale, and leaves inventory adjustments and purchasing to the systems and people that own them. ### Without FlowRunner **Stock checked in spreadsheets**: Someone pulls inventory exports together to find where stock-out risk is **Orders keyed by hand**: Store and CRM orders are re-entered into Unleashed manually **Availability guessed at**: Orders are accepted without confirming warehouse-level stock first ### With FlowRunner **Stock read on demand**: Get Stock On Hand by Product answers availability inside the flow **Orders recorded in-flow**: Create Sales Order writes the order the moment it arrives upstream **Availability confirmed first**: Fulfillment proceeds only when stock is verified, and low stock is flagged ## Use Case Scenarios ### Availability-Gated Fulfillment A new order arrives. The agent calls Get Stock On Hand by Product to confirm the warehouse can cover it, and only when stock is sufficient does it proceed to fulfill, for example by creating the order in [ShipBob](https://flowrunner.ai/integrations/shipbob). Orders that would overcommit inventory are held and flagged instead of shipped and unwound later. Availability becomes a gate, not an afterthought. ### Order Recording After Fulfillment An order is fulfilled downstream. The agent calls Create Sales Order to record it against the customer in Unleashed, so the inventory system reflects the sale without a person entering it. The commercial record and the physical movement stay aligned because recording the order is a step in the same flow that fulfilled it. ### Customer Sync to Accounting Before invoicing a new account, the agent calls Get Customer to retrieve the record from Unleashed and syncs it into [QuickBooks Online](https://flowrunner.ai/integrations/quickbooks-online) with a Create Customer call. The account exists in accounting before the first invoice is raised, so billing does not stall on a missing customer record. ## Human-in-Loop Highlight Reading stock and recording orders is safe to run unattended. Committing an order that would drive a product below its safety stock is a judgment call about which customer gets the last units, and that is where an agent should stop and ask. Human-in-the-loop is the pattern where the agent pauses on the tradeoff, assembles the context, and resumes on a human's decision. When Get Stock On Hand by Product shows that fulfilling an order would push a product below a configurable safety threshold, the agent does not run Create Sales Order on its own. It presents the product, the current stock, the order quantity, and the resulting position, then routes to the ops lead in [Slack](https://flowrunner.ai/integrations/slack): "This order for 40 units of SKU-2213 would leave 6 in stock, below the safety level of 25. Record the order, partially fulfill, or hold?" The lead decides. On approval, the agent records the order and logs the decision. Orders that leave healthy stock proceed without a pause. Agent processes routinely Detects exception requiring judgment Clear match Continues automatically Ambiguous Routes to human via Slack Human decides Agent resumes with decision ## Agent Capabilities 12 actions ### Products 2 - **Get Products** Retrieves products from Unleashed. - **Get Product** Retrieves a product from Unleashed. ### Stock 2 - **Get Stock On Hand** Retrieves warehouse-level stock on hand across products. - **Get Stock On Hand by Product** Retrieves stock on hand for a specific product across warehouses. Used to gate fulfillment on availability. ### Customers and Suppliers 3 - **Get Customers** Retrieves customers from Unleashed. - **Get Customer** Retrieves a single customer from Unleashed. - **Get Suppliers** Retrieves suppliers from Unleashed. ### Orders 4 - **Get Sales Orders** Retrieves sales orders from Unleashed. - **Get Sales Order** Retrieves a single sales order from Unleashed. - **Create Sales Order** Creates a new sales order in Unleashed. - **Get Purchase Orders** Retrieves purchase orders from Unleashed. ### Warehouses 1 - **Get Warehouses** Retrieves warehouses from Unleashed. ## Frequently Asked Questions ### What can FlowRunner do with Unleashed Software? FlowRunner agents can run Get Products, Get Product, and Get Stock On Hand in Unleashed Software, plus 9 more actions. ### Does connecting Unleashed Software to FlowRunner require OAuth? Unleashed Software uses a custom authentication method to connect to FlowRunner. ### Can Unleashed Software trigger a FlowRunner workflow automatically? Unleashed Software doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger. **Work at Unleashed Software?** This integration exposes Unleashed Software to AI agents on every FlowRunner plan, including through MCP, at no cost to you. [See what FlowRunner offers integration partners](https://flowrunner.ai/integrations/partners), including how to keep this page current. --- Markdown version of https://flowrunner.ai/integrations/unleashed. Site index: https://flowrunner.ai/llms.txt