Integrate Katana with PipelineDeals
Send information between Katana and PipelineDeals automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new deal in PipelineDeals for every new order placed through Katana
Create deals for new orders to keep your sales team informed and follow up promptly. This flow will create a new deal in PipelineDeals for every new order created in Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new deal in PipelineDeals.
Set up a new deal in PipelineDeals for every new order placed through Katana
Katana + PipelineDeals
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Supported triggers and actions
Integrate Katana and PipelineDeals 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 person, lead, or contact
Triggers when a new person, lead, or contact is created
New deal
Triggers when a new deal is created
Updated deal status
Triggers when the status of an existing deal is updated
Updated deal stage
Triggers when a deal is moved from one stage to another
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
Add person
Adds a new person
Create deal
Creates a new deal
Create activity
Creates a new activity associated with an existing person, company, or deal
Create task
Creates a new calendar task
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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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CEO, Lakeside CNC Group
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Technical Engineer, Master Liveaboards
