Resources · Make integration

Unleashed Software Make integrationAutomate Unleashed Software with Make.

Can Make keep Unleashed Software in step with the rest of your tools? The Unleashed Software Make integration gives you 24 modules for customers, products, sales orders and credit notes. This guide shows how to connect your account and build a first working scenario.

Try the Unleashed Software integration on MakeSee the 24 modules

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What you can automate

What can the Unleashed Software Make integration do for you?

The Unleashed Software Make integration links your Unleashed account to Make, a no-code tool where you build a scenario: the automation itself, a chain of modules that each do one job. Every Unleashed module is an action or a search, so the scenario starts from another app or from a schedule, then reads or writes customers, products, sales orders and credit notes.

A customer record that exists before the first order. When a lead signs up in your CRM or a web form, List Customers checks whether Unleashed already knows them and Create a Customer adds the record. Your sales team stops typing the same details twice.

Credit notes that follow the return. Once a return is approved in your support tool, Create a Credit Note opens a free entry credit note, Create a Credit Note Line adds what is credited, and Complete a Credit Note closes it.

One product catalog, kept in step. A product edited in a spreadsheet or a store back office flows to Update a Product, and a discontinued item goes through Obsolete a Product, since Make offers no module to delete products.

What Make does not do here: watch Unleashed for changes. The app has no trigger, so nothing starts when an order moves inside Unleashed, and only free entry credit notes can be updated. For any other part of the API, Make an API Call reuses your connection. New to scenarios? The Make training walks through the basics.

Unleashed Software also has an n8n node, described on the Unleashed Software n8n integration page, and the n8n vs Make comparison helps you choose between the two tools.

Connect

How do you connect Unleashed Software to Make?

  1. 01

    Add an Unleashed Software module

    In your scenario, click the +, search for Unleashed Software and pick a module such as Get a Customer. Click Create a connection. A connection is your Unleashed account linked to Make once, then reused by every Unleashed module.

  2. 02

    Name the connection

    Giving the connection a name is optional, but it pays off later. Pick something that tells you which Unleashed account it points to, which matters as soon as your team handles more than one company in the same Make workspace.

  3. 03

    Authorize Make and save

    Follow the next screen: approve access on the Unleashed page that opens, or paste the key Unleashed gives you. Click Save. From then on, Make can list the customers, products and orders it reads from your account.

First scenario

Your first scenario: turn a new contact into an Unleashed customer

GoalWhen a new contact shows up in another app, Make creates the matching customer in Unleashed Software.

  1. 01

    Create the scenario

    On the Scenarios page, create a new scenario and click the + to add the first module. It belongs to the app where your new contacts appear, because Unleashed Software has no trigger of its own.

  2. 02

    Set the starting module

    Choose the module of that other app that returns new contacts, connect its account and fill its fields. Each contact it returns becomes a bundle: one item handed to the next module.

  3. 03

    Add Create a Customer

    Click the + on the right of the first module, search for Unleashed Software and pick Create a Customer. Select your connection, then map the contact details from the previous module into the customer fields.

  4. 04

    Test with Run once

    Click Run once. Make runs the scenario a single time; read the bundles each module received, then open Unleashed to confirm the new customer is there before going further.

  5. 05

    Schedule and switch it on

    Open the clock on the first module to set the schedule, every 15 minutes by default, then switch the scenario on. Each module run on one bundle counts as an operation on your Make plan.

Modules

What can Unleashed Software do in Make?

Unleashed Software gives you 24 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Unleashed Software1

Complete a Credit Note

Action

In Make“Completes a credit note.”

Marks a credit note as complete in Unleashed, turning a draft refund into a finished document your team no longer needs to touch.

When to use it
at the end of a return flow, after Create a Credit Note and Create a Credit Note Line have done their part.
Watch out
keep it as the last Unleashed step of the chain, so no later module tries to change a note you meant to close.
Unleashed Software2

Complete a Sales Order

Action

In Make“Completes a sales order.”

Your sales order reaches its completed status without anyone opening Unleashed to click through it by hand.

When to use it
when another tool confirms the order is done, for example a parcel marked as delivered in your shipping app.
Watch out
pass the exact order returned by Get a Sales Order or List Sales Orders, never a guessed reference, so the right order gets closed.
Unleashed Software3

Create a Credit Note

Action

In Make“Create a free entry credit note.”

Opens a new free entry credit note in Unleashed, the starting point for any refund your scenario handles on its own.

When to use it
when a return or a goodwill gesture is approved in your helpdesk or a form tool and the customer is owed a credit.
Watch out
lines are added by a separate module, Create a Credit Note Line, so plan both in the same scenario.
Unleashed Software4

Create a Credit Note Line

Action

In Make“Creates credit note lines against an existing free entry credit note.”

Adds lines to a free entry credit note that already exists, one for each item or amount you want to credit back.

When to use it
right after Create a Credit Note, mapping the returned items from the app where the return was logged.
Watch out
it only works against free entry credit notes, so point it at a note created that way and not at any other kind.
Unleashed Software5

Create a Customer

Action

In Make“Creates a new customer.”

A new customer lands in Unleashed straight from the tool where you first met them, with no retyping and no copy errors.

When to use it
when a deal is won in your CRM or a buyer signs up through an online form.
Watch out
run List Customers first if the same person can arrive twice, otherwise each run may add a duplicate record.
Unleashed Software6

Create a Product

Action

In Make“Creates a new product.”

Registers a new product in your Unleashed catalog, so stock and sales teams work from the same item as soon as it exists elsewhere.

When to use it
when a product is approved in a spreadsheet, a product database or your online store back office.
Watch out
check with List Products before creating, since a product created twice leaves two records to clean up by hand.
Unleashed Software7

Delete a Credit Note

Action

In Make“Deletes a credit note.”

Removes a credit note from Unleashed altogether, which is handy for clearing out notes created by mistake or during a test.

When to use it
when a return is cancelled before the refund goes out and the note should never have existed.
Watch out
Make has no module to restore a deleted note, so try it with Run once on a note you can afford to lose.
Unleashed Software8

Delete a Credit Note Line

Action

In Make“Deletes credit note line from an existing free entry credit note.”

Takes a single line off a free entry credit note and leaves the rest of the document exactly as it was.

When to use it
when the customer decides to keep one item after all and only that part of the credit must go.
Watch out
the line has to belong to a free entry credit note; fetch the note with Get a Credit Note first to target the right line.
Unleashed Software9

Delete a Sales Order

Action

In Make“Deletes a sales order.”

Wipes a sales order out of Unleashed, useful when the order was cancelled at the source and should not linger in your lists.

When to use it
when your store or CRM reports a cancelled order that was already copied into Unleashed.
Watch out
Make has no module to create a sales order again; if you only need to correct it, Update a Sales Order is the safer choice.
Unleashed Software10

Get a Credit Note

Action

In Make“Returns a credit note.”

Fetches one credit note with its details, ready to feed an email, a spreadsheet row or the next Unleashed module in the chain.

When to use it
when you already know which note you need, for example because its reference is stored in another app.
Watch out
if you only know the customer or part of a reference, List Credit Notes is the module that searches.
Unleashed Software11

Get a Customer

Action

In Make“Returns a customer.”

Pulls the full record of one customer out of Unleashed so the rest of the scenario can reuse their details.

When to use it
before sending a payment reminder or a delivery notice from another tool, to address the right person with the right data.
Watch out
it expects one precise customer; to find someone from a search term, start with List Customers instead.
Unleashed Software12

Get a Product

Action

In Make“Returns a specified product.”

Returns one product as Unleashed knows it, which lets another app show the same item your warehouse works with.

When to use it
when a quote or an online listing needs the Unleashed version of a product before it goes out to a customer.
Watch out
Get a Product reads one item only; to go through several, List Products is the right module.
Unleashed Software13

Get a Sales Order

Action

In Make“Returns a specified sales order.”

Reads a specific sales order so its content can reach your team chat, your invoicing tool or a follow-up email.

When to use it
when a customer asks about an order and your support tool needs the Unleashed details to answer quickly.
Watch out
you need the exact order to target; when you only know the customer, List Sales Orders narrows it down first.
Unleashed Software14

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Covers whatever the listed modules leave out, by calling any endpoint of the Unleashed API with the connection you already set up.

When to use it
when you need an Unleashed feature that has no dedicated module on this page, such as a record type Make does not list.
Watch out
you write the request yourself, so keep the Unleashed API reference open while you build and test it.
Unleashed Software15

Obsolete a Product

Action

In Make“Obsoletes a product.”

Retires a product by marking it obsolete, which is the way to phase an item out since Make has no module to delete products.

When to use it
when a line is discontinued in your catalog spreadsheet or dropped by a supplier.
Watch out
run it on the exact product returned by Get a Product or List Products, because retiring the wrong item confuses your sales team.
Unleashed Software16

Update a Credit Note

Action

In Make“Updates a credit note. Only free credits can be updated.”

Edits a credit note that already sits in Unleashed, so a correction made elsewhere reaches the document without manual work.

When to use it
when a detail of a refund changes after the note was created, for example after a second look by your support team.
Watch out
only free credits can be updated, according to the module description, so other credit notes stay out of reach.
Unleashed Software17

Update a Credit Note Line

Action

In Make“Updates credit note line from an existing free entry credit note.”

Corrects one line of a free entry credit note without rebuilding the whole document from scratch.

When to use it
when the quantity or value credited to a customer turns out wrong after the note was drafted.
Watch out
this module works only on lines of free entry credit notes, so identify the note with Get a Credit Note before editing.
Unleashed Software18

Update a Customer

Action

In Make“Updates a specified customer.”

Keeps a customer record in Unleashed current when details change in the tool your team uses day to day.

When to use it
when a contact updates their address or company details in your CRM and accounting should see it too.
Watch out
the update needs the right customer, so place Get a Customer or List Customers before it in the scenario.
Unleashed Software19

Update a Product

Action

In Make“Updates a specified product.”

Pushes product edits into Unleashed so the catalog there matches your store, your spreadsheet or your product database.

When to use it
when a product sheet is revised at the source and the warehouse must see the same version.
Watch out
Update a Product changes an item that already exists; for a brand new reference, Create a Product is the one to pick.
Unleashed Software20

Update a Sales Order

Action

In Make“Updates a sales order.”

Changes a sales order already recorded in Unleashed, so nobody has to copy the edit by hand from another system.

When to use it
when a customer modifies an order in your store or through a sales rep after it reached Unleashed.
Watch out
fetch the order with Get a Sales Order or List Sales Orders first, so the change lands on the right one.
Unleashed Software21

List Credit Notes

Search

In Make“Searches for credit notes or lists them all.”

Searches your credit notes, or returns all of them, and hands each result to the next module as a separate bundle.

When to use it
when a report or a reconciliation sheet needs every credit note linked to one customer.
Watch out
a search can return zero, one or many bundles, and every following module runs once per result, each run counting as an operation.
Unleashed Software22

List Customers

Search

In Make“Searches for customers or lists them all.”

Finds customers from a search or lists your whole customer base, the usual first step before any create or update.

When to use it
to check whether a contact from your CRM already exists before Create a Customer adds a new record.
Watch out
an empty result is normal when nobody matches, so decide what the scenario should do in that case.
Unleashed Software23

List Products

Search

In Make“Searches for products or lists them all.”

Browses the Unleashed catalog, narrowed by your search or in full, and returns products one bundle at a time.

When to use it
when you line up a price list or an online store with what Unleashed actually holds.
Watch out
listing a large catalog in full costs one operation per product in each following module, so narrow the search whenever you can.
Unleashed Software24

List Sales Orders

Search

In Make“Searches for sales orders or lists them all.”

Gathers the sales orders that match your search, or all of them, to feed a dashboard, a spreadsheet or a follow-up message.

When to use it
when your team wants the orders of one customer gathered in a shared sheet.
Watch out
each order comes out as its own bundle; add a Make aggregator after it if you want one summary instead of many messages.
Need help

Need help automating Unleashed Software with Make?

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FAQ

Questions about Unleashed Software and Make

01Is the Unleashed Software Make integration free?
Yes, Unleashed Software is a standard app in Make, so it is available from the Free plan. That plan allows 2 active scenarios, a minimum of 15 minutes between two scheduled runs, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans lower the interval to 1 minute, remove the cap on active scenarios and count usage in credits each month. Your Unleashed Software subscription is a separate matter that Make does not cover.
02What do you need to connect Unleashed Software to Make?
You need an Unleashed Software account and a Make account; the documentation lists no other prerequisite. Add any Unleashed module to a scenario, click Create a connection, give it a name if you like, then either approve access on the Unleashed page or paste the key Unleashed gives you, and click Save. That single connection is then reused by all 24 modules, so you only do this once per Unleashed account.
03Does Unleashed Software trigger Make scenarios in real time?
No. Unleashed Software has no trigger module in Make, so nothing inside Unleashed can start a scenario by itself. Two routes remain. You can open the scenario with the trigger of another app, such as your CRM or your store, and let it pass data to the Unleashed modules. Or you can start with a schedule: a new scenario runs every 15 minutes by default, and paid plans go down to 1 minute.
04What if an Unleashed Software module is missing in Make?
Use Make an API Call. This module reaches any endpoint of the Unleashed API with the connection you already created, so a record type or an operation that has no dedicated module is still within reach. You write the request yourself, which asks a bit more care than filling a regular module. The documentation gives no specific limit for this app, so the constraints you meet will mostly be those of your Make plan.
05Should you use Make or n8n for Unleashed Software?
It depends on your setup. Unleashed Software is available in both tools, so the question is less about access than about fit. In Make you get 24 modules covering customers, products, sales orders and credit notes, plus Make an API Call for the rest. Compare that list with what the n8n node offers for your exact need, and look at which tool already runs your other automations, since keeping related scenarios in one place makes them easier to follow.
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