Integrate Katana with Livespace
Send information between Katana and Livespace automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new deal in Livespace for each new order placed in Katana
Enable sales reps to view new orders through the creation of deals in your recruitment software instantly. This integration will set up a new deal in Livespace for every new order placed through Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new deal in Livespace.
Create a new deal in Livespace for each new order placed in Katana
Katana + Livespace
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Supported triggers and actions
Integrate Katana and Livespace 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
Person created
Triggers when a new person is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company 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 deal
Creates a new deal
Add person note
Adds a note to the specified person
Add company note
Adds a note to the specified company
Create person
Creates a new person
Create company
Creates a new company
Add deal note
Adds a note to the specified deal
Create task
Creates a new task
Update company
Updates the details of an existing company
Update deal
Updates the details of an existing deal
Update person
Updates the details of an existing person
Fetch person
Fetches the details of an existing person
Fetch company
Fetches the details of an existing company
Fetch deal
Fetches the details of an existing deal
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.
What is Livespace?
Livespace is a CRM platform that helps you plan, optimize, and control your sales process. It also provides features such as statistics and reports, email and task automation, and more.
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