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Integrate Katana with ClickUp
Send information between Katana and ClickUp automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Initiate a new task in ClickUp whenever an order is created in Katana
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in ClickUp each time a new order is made in Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new task under the selected list in ClickUp.
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Initiate a new task in ClickUp whenever an order is created in Katana
Katana + ClickUp
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Build your own integrations between Katana and ClickUp
Connect Katana and ClickUp 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 Katana and ClickUp using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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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
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List created
Triggers when a new list is created
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Time entry created
Triggers when a new time entry is created
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Folder updated
Triggers when any detail of an existing folder is updated
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Task status updated
Triggers when the status of a task in the selected space is updated
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Task updated
Triggers when any detail of a task in the selected space is updated
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Task created
Triggers when a new task is created
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List updated
Triggers when any detail of an existing list is updated
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Task moved
Triggers when a task is moved in the selected space
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Folder created
Triggers when a new folder is created
All Actions - Actions are the automated tasks
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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
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Create folder
Creates a new folder
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Create checklist
Creates a checklist for the specified task
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Create subtask
Creates a new subtask under the specified task
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Create list
Creates a new list
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Add comment
Adds a comment to the specified task
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Create task using template
Creates a new task using an existing template
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Create task
Creates a new task under the selected list
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Update list
Updates the details of the specified list
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Update task
Updates the details of the specified task
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Update task custom field
Updates the details of an existing task custom field
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Fetch task
Fetches the details of an existing task by ID and custom fields
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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What is ClickUp?
ClickUp is project management software with natural language processing. You can set recurring tasks, manage comments, and stay updated with the activity stream.
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