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Integrate Bigin by Zoho CRM with Katana
Send information between Bigin by Zoho CRM and Katana automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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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.
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Create a product in Katana for each product entry made in Bigin by Zoho CRM
Bigin by Zoho CRM + Katana
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Build your own integrations between Bigin by Zoho CRM and Katana
Connect Bigin by Zoho CRM and Katana with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Bigin by Zoho CRM and Katana using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Company updated
Triggers when any detail of an existing company is updated
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Contact created or updated
Triggers when a new contact is created or updated
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Company created
Triggers when a new company is created
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Pipeline record updated
Triggers when the details of an existing pipeline record are updated
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Pipeline record created or updated
Triggers when a new pipeline record is created or updated
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Task created
Triggers when a new task is created
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Task updated
Triggers when any detail of an existing task is updated
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Call created
Triggers when a new call is created
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Contact created
Triggers when a new contact is created
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Event updated
Triggers when any detail of an existing event is updated
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Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
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Product created
Triggers when a new product is created
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Contact updated
Triggers when any detail of an existing contact is updated
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Call updated
Triggers when any detail of an existing call is updated
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Note added
Triggers when a new note is added
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Event created
Triggers when a new event is created
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Product updated
Triggers when any detail of an existing product is updated
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Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
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Pipeline record created
Triggers when a new pipeline record is created
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User added
Triggers when a new user is added
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Sales order delivered
Triggers when a sales order is delivered
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Sales order packed
Triggers when a sales order status is changed to packed
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Sales order updated
Triggers when the details of a sales order are updated
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Purchase order created
Triggers when a new purchase order is created
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Tax rate created
Triggers when a new tax rate is created
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Sales order created
Triggers when a new sales order is created
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Variant created
Triggers when a new variant is created
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Customer created
Triggers when a new customer is created
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Supplier created
Triggers when a new supplier is created
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Product created
Triggers when a new product is created
All Actions - Actions are the automated tasks
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Add note
Adds a note to the selected module
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Create event
Creates a new event
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Remove tag from record
Removes an existing tag from the specified record
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Create or update contact
Creates a new contact or updates the details of an existing contact
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Send email
Sends an email to the specified contact
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Create task
Creates a new task
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Create or update company
Creates a new company or updates the details of the company if it already exists
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Create tag
Creates a new tag in the selected module
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Create or update product
Creates a new product or updates the details of an existing product
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Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
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Create user
Creates a new user
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Create call
Creates a new call
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Add tag to record
Adds a tag to the specified record
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Update product
Updates the details of an existing product
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Update call
Updates the details of an existing call
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Update task
Updates the details of an existing task
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Add product to pipeline record
Adds a product to the selected pipeline record
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Update company
Updates the details of an existing company
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Update contact
Updates the details of an existing contact
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Update pipeline record
Updates the details of an existing pipeline record
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Update event
Updates the details of an existing event
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Update user
Updates the existing user
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Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
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Fetch company
Fetches the details of an existing company by name or ID
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Fetch user
Fetches the details of an existing user by email address or ID
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Fetch task
Fetches the details of an existing task by name or ID
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Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
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Fetch call
Fetches the details of an existing call by its ID or the contact ID
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Fetch event
Fetches the details of an existing event by title or ID
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Fetch product
Fetches the details of an existing product by ID, name, or code
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Update inventory reorder
Updates the details of an existing inventory reorder point for a certain location
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Create stock transfer
Create a new stock transfer
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Create tax rate
Creates a new tax rate
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Create variant
Creates a new variant
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Create supplier
Creates a new supplier
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Create product
Creates a new product
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Create sales order
Creates a new sales order
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Create customer
Creates a new customer
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Create purchase order
Creates a new purchase order
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Update customer
Updates the details of an existing customer
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Update sales order
Updates the details of an existing sales order
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Update purchase order
Updates the details of an existing purchase order
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Update batch stock
Updates the details of an existing batch stock
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Fetch customer
Fetches the details of an existing customer using ID, name, or email address
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Fetch location
Fetches the details of an existing location using ID and name
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Fetch product
Fetches the details of an existing product using ID and name
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Fetch purchase order
Fetches the details of an existing purchase order using ID, order number and status
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Fetch supplier
Fetches the details of an existing supplier using ID, name and email
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Fetch batch stock
Fetches the details of an existing batch stock using ID and name
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Fetch variant
Fetches the details of an existing variant using ID and name
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Fetch sales order
Fetches the details of an existing sales order using ID, order number and status
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Fetch tax rate
Fetches the details of an existing tax rate using ID, name and rate
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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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