
Unleashed Software
· #366 most-usedAutomate inventory, orders, and supplier workflows end to end
Unleashed Software is a cloud-based inventory management platform built for manufacturers, wholesalers, and distributors who need precise control of stock, purchasing, and sales. It tracks products across multiple warehouses, manages purchase orders and sales orders in real time, handles bills of materials for manufacturing runs, and integrates with accounting tools including Xero and QuickBooks Online. Connect it to Actionist and your agents can query live stock levels, create and update sales orders, raise purchase orders when stock runs low, sync supplier records, reconcile invoices, and react to webhook events like new customer creation or sales order updates — all without manual data entry or dashboard switching.
Eliminates manual work. Agents eliminate manual stock checks, purchase order creation, and cross-system data entry that warehouse and ops staff perform multiple times per day.
What your Unleashed Software agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
Unleashed Software × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
Auto-reorder when stock drops below safety level
When a scheduled stock check finds available quantity below the reorder point, the operations agent retrieves the default supplier record, raises a purchase order in Unleashed with the standard replenishment quantity, posts a summary to Slack for the purchasing manager to confirm, and logs the event to the purchasing tracker — eliminating the manual monitoring loop that causes stockouts.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales30 min / weekManual order entry after each deal
Reps close a deal in the CRM, then separately log in to Unleashed to create a sales order — duplicating effort and introducing a delay before the warehouse knows about the order.
Sales Agent0 minAgent creates the order the moment the deal closesWhen a deal reaches Closed Won in the CRM, the agent creates the matching Unleashed sales order with the correct customer, line items, and payment terms — no manual re-entry required.
- Marketing20 min / weekManual stock checks before campaign launch
Marketing logs in to Unleashed to verify product availability before running a promotion — if a SKU is out of stock, they find out after the campaign is already live.
Marketing Agent0 minAgent checks availability and pauses promotions on zero-stock itemsBefore scheduled campaigns launch, the marketing agent queries Unleashed stock levels for every promoted SKU and pauses the promotion for any item with zero available stock.
- Customer Support25 min / weekSupport reps switching tabs to check order status
When a customer calls about an order, the support rep puts them on hold while logging in to Unleashed to look up the order status and stock level — adding minutes to every enquiry.
Customer Support Agent0 minAgent fetches order status and stock on demand in the conversationThe support agent retrieves order status and current stock on hand from Unleashed within about a minute of the query, so the rep has the answer in the same conversation without switching tools.
- Human Resources10 min / weekManual salesperson record maintenance in Unleashed
Each time a new sales hire starts or a rep leaves, HR must update both the HRIS and the salesperson list in Unleashed separately — one system is often out of date for days.
Human Resources Agent0 minAgent keeps Unleashed salesperson records in sync with HR changesWhen HR records a new hire or departure, the operations agent updates the salesperson list in Unleashed the same day — both systems reflect the current team without manual cross-entry.
- Finance90 min / weekWeekly manual overdue invoice chasing
The accounts receivable team manually compiles a list of overdue invoices from Unleashed each week and sends individual chase emails — a process that takes hours and is often delayed.
Finance Agent0 minAgent sends consolidated overdue reminders every Tuesday automaticallyThe finance agent retrieves all overdue invoices from Unleashed, groups them by customer, and sends each customer a consolidated reminder automatically — the AR team reviews the log rather than building it.
- Operations60 min / weekManual stock monitoring and reorder triggering
Someone checks Unleashed daily to see which SKUs are approaching their reorder point, then manually creates purchase orders — a process that misses items between checks and causes stockouts.
Operations Agent0 minAgent monitors stock levels and raises purchase orders automaticallyThe operations agent checks stock-on-hand figures against reorder points on a schedule and raises purchase orders for any SKU below threshold — eliminating the monitoring loop that causes stockouts.
- Legal15 min / weekManual review of supplier return documentation
The legal team manually compares supplier return records in Unleashed against contract terms at quarter end — a slow, error-prone process done with exported spreadsheets.
Legal Agent0 minAgent audits supplier returns against contract terms on a scheduleThe legal agent retrieves all supplier return records from Unleashed, compares them against the contract terms logged in the compliance tracker, and flags any out-of-term returns before they cause disputes.
Calculate what your team saves
Based on Unleashed Software's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.2 hrs / person / week of admin work automated.
How to plug Unleashed Software into Actionist
Pick the connection method that suits your environment.
Connect via your Unleashed API ID and API key, generated from the Unleashed web app. Actionist uses HMAC-SHA256 signed requests — the same mechanism as the official Unleashed API — so all existing permissions on your account apply.
Log in to Unleashed, navigate to Settings → Integrations → API Access. Your API ID and API Key are shown here. If none exist, generate a new pair.
Copy both the API ID and the API Key. Treat the key like a password — do not share it in plain text or commit it to version control.
In Actionist, find Unleashed Software in the Apps library, paste both credentials, and click Test connection. Actionist will confirm the handshake with a read-only call.
16 actions your agent can call
Read and write operations available to your Actionist agent.
6 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.