Integrate Katana with Wrike

Send information between Katana and Wrike automatically, without writing any code, using Zoho Flow.

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Create a task in Wrike each time a new order is made in Katana

Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in Wrike when a order is created in Katana.

How it works
  1. The flow triggers when a new purchase order is created in Katana.
  2. Zoho Flow creates a new task under the selected folder or project in Wrike.
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Create a task in Wrike each time a new order is made in Katana

Katana + Wrike

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Supported triggers and actions

Integrate Katana and Wrike 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

Folder or project event occurred

Triggers when an event has occurred in a folder or a project

Task created

Triggers when a new task is created

Comment added for folder or project

Triggers when a new comment is added for a folder or project

Project status updated

Triggers when the status of a project is updated

Attachment added

Triggers when an attachment is added and extracts the attachment URL

Comment added for task

Triggers when a new comment is added for a task

Task status updated

Triggers when the status of a task is updated

Task event occurred

Triggers when an event has occurred in a task

Folder or project created

Triggers when a new folder or project 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

Fetch user

Fetches the details of an existing user

Create task

Creates a new task under the selected folder or project

Create time log entry

Creates a new time log entry for the specified task

Create folder

Creates a new folder under the selected parent folder

Create project

Creates a new project under the selected folder

Add comment to task

Adds a comment to the specified task

Add comment to folder or project

Adds a comment to the selected folder or project

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Fetch task

Fetches the details of an existing task

Fetch folder or project

Fetches the details of an existing folder or project

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.

E Commerce

What is Wrike?

Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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