ManualTrigger Automate

For Unleashed Software, this manual trigger workflow retrieves all completed orders, streamlining order management and enhancing operational efficiency.

7/8/2025
2 nodes
Simple
manualsimpleunleashedsoftware
Categories:
Manual TriggeredSimple WorkflowBusiness Process Automation
Integrations:
UnleashedSoftware

Target Audience

This workflow is ideal for:
- Small Business Owners: Those using Unleashed Software to manage orders and inventory can benefit from automated data retrieval.
- Inventory Managers: Professionals needing to monitor order statuses efficiently.
- Data Analysts: Individuals looking to analyze completed orders without manual intervention.
- IT Professionals: Those who need to integrate Unleashed Software with other systems or workflows.

Problem Solved

This workflow addresses the challenge of manually retrieving completed order data from Unleashed Software. By automating this process, users can save time, reduce human error, and gain quicker insights into their order statuses.

Workflow Steps

  • Manual Trigger: The workflow begins when the user clicks the 'execute' button, initiating the process.
    2. Fetch Completed Orders: Upon activation, the workflow connects to Unleashed Software and retrieves all orders with the status 'Completed'. This ensures that users get the most relevant data without needing to sift through other order statuses.

    • Customization Guide

    Users can customize this workflow by:
    - Changing Filters: Modify the orderStatus filter to include other statuses such as 'Pending' or 'Cancelled' based on specific needs.
    - Adding Additional Nodes: Integrate other nodes for further processing like sending notifications or updating databases with the retrieved data.
    - Adjusting Trigger Method: While it is currently set to manual, users can change it to an automatic trigger based on a schedule or another event if desired.