Integrate Bigin by Zoho CRM with Katana
Send information between Bigin by Zoho CRM and Katana automatically, without writing any code, using Zoho Flow.
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Create a product in Katana for each product entry made in Bigin by Zoho CRM
Automate product detail syncing between your crm app and inventory management software for hands-free management. This flow will create a product in Katana when a new product is created in Bigin by Zoho CRM.
How it works
- The flow triggers when a new product is created in Bigin by Zoho CRM.
- Zoho Flow creates a new product in Katana.
Create a product in Katana for each product entry made in Bigin by Zoho CRM
Bigin by Zoho CRM + Katana
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Supported triggers and actions
Integrate Bigin by Zoho CRM and Katana using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company updated
Triggers when any detail of an existing company is updated
Contact created or updated
Triggers when a new contact is created or updated
Company created
Triggers when a new company is created
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Task created
Triggers when a new task is created
Task updated
Triggers when any detail of an existing task is updated
Call created
Triggers when a new call is created
Contact created
Triggers when a new contact is created
Event updated
Triggers when any detail of an existing event is updated
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Product created
Triggers when a new product is created
Contact updated
Triggers when any detail of an existing contact is updated
Call updated
Triggers when any detail of an existing call is updated
Note added
Triggers when a new note is added
Event created
Triggers when a new event is created
Product updated
Triggers when any detail of an existing product is updated
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Pipeline record created
Triggers when a new pipeline record is created
User added
Triggers when a new user is added
Sales order delivered
Triggers when a sales order is delivered
Sales order packed
Triggers when a sales order status is changed to packed
Sales order updated
Triggers when the details of a sales order are updated
Purchase order created
Triggers when a new purchase order is created
Tax rate created
Triggers when a new tax rate is created
Sales order created
Triggers when a new sales order is created
Variant created
Triggers when a new variant is created
Customer created
Triggers when a new customer is created
Supplier created
Triggers when a new supplier is created
Product created
Triggers when a new product is created
All Actions - Actions are the automated tasks
Add note
Adds a note to the selected module
Create event
Creates a new event
Remove tag from record
Removes an existing tag from the specified record
Create or update contact
Creates a new contact or updates the details of an existing contact
Send email
Sends an email to the specified contact
Create task
Creates a new task
Create or update company
Creates a new company or updates the details of the company if it already exists
Create tag
Creates a new tag in the selected module
Create or update product
Creates a new product or updates the details of an existing product
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Create user
Creates a new user
Create call
Creates a new call
Add tag to record
Adds a tag to the specified record
Update product
Updates the details of an existing product
Update call
Updates the details of an existing call
Update task
Updates the details of an existing task
Add product to pipeline record
Adds a product to the selected pipeline record
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Update pipeline record
Updates the details of an existing pipeline record
Update event
Updates the details of an existing event
Update user
Updates the existing user
Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
Fetch company
Fetches the details of an existing company by name or ID
Fetch user
Fetches the details of an existing user by email address or ID
Fetch task
Fetches the details of an existing task by name or ID
Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch call
Fetches the details of an existing call by its ID or the contact ID
Fetch event
Fetches the details of an existing event by title or ID
Fetch product
Fetches the details of an existing product by ID, name, or code
Update inventory reorder
Updates the details of an existing inventory reorder point for a certain location
Create stock transfer
Create a new stock transfer
Create tax rate
Creates a new tax rate
Create variant
Creates a new variant
Create supplier
Creates a new supplier
Create product
Creates a new product
Create sales order
Creates a new sales order
Create customer
Creates a new customer
Create purchase order
Creates a new purchase order
Update customer
Updates the details of an existing customer
Update sales order
Updates the details of an existing sales order
Update purchase order
Updates the details of an existing purchase order
Update batch stock
Updates the details of an existing batch stock
Fetch customer
Fetches the details of an existing customer using ID, name, or email address
Fetch location
Fetches the details of an existing location using ID and name
Fetch product
Fetches the details of an existing product using ID and name
Fetch purchase order
Fetches the details of an existing purchase order using ID, order number and status
Fetch supplier
Fetches the details of an existing supplier using ID, name and email
Fetch batch stock
Fetches the details of an existing batch stock using ID and name
Fetch variant
Fetches the details of an existing variant using ID and name
Fetch sales order
Fetches the details of an existing sales order using ID, order number and status
Fetch tax rate
Fetches the details of an existing tax rate using ID, name and rate
Fetch inventory
Fetches the details of an existing inventory using location ID
What is Katana?
Katana is a manufacturing and inventory management software application for growing businesses. It allows manufacturers to get an overview of their entire business and also allows smart real-time master planning from its interface.
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