

Integrate Katana with Insightly
Send information between Katana and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Initiate a new task in Insightly whenever an order is created in Katana
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to Insightly whenever a new order is placed in Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new task in Insightly.


Initiate a new task in Insightly whenever an order is created in Katana
Katana + Insightly

Build your own integrations between Katana and Insightly
Connect Katana and Insightly 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 Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow

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

New Contact
Triggers when a new contact is created

New Opportunity
Triggers when a new opportunity is created

New Project
Triggers when a new project is created

New Organization
Triggers when a new organization is created

New Lead
Triggers when a new lead is created

New Task
Triggers when a new task is created
All Actions - Actions are the automated tasks

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

Create Task
Creates a new task

Create Contact
Creates a new contact

Create Lead
Creates a new lead

Create Project
Creates a new project

Create Opportunity
Creates a new opportunity

Create Organization
Creates a new organization

Create Event
Creates a new event
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.
Similar apps
What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >