Integrate Katana with Zoho Connect
Send information between Katana and Zoho Connect automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Zoho Connect when a order is created in Katana
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will create a new task in Zoho Connect when a order is created in Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new task in the selected section in Zoho Connect.
Create a new task in Zoho Connect when a order is created in Katana
Katana + Zoho Connect
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Supported triggers and actions
Integrate Katana and Zoho Connect 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
Member added in network
Triggers when a new member added to the selected network
Member added in group
Triggers when a member added to group
Announcement created
Triggers when a new announcement is created
Member removed from network
Triggers when a new member is removed from the selected network
Task assigned
Triggers when a task is assigned
Task reminder
Triggers when a task is created with a reminder
Status created
Triggers when a new conversation is posted
New task created
Triggers when a new task is created
Member removed from board
Triggers when a member is removed from a board
Event updated
Triggers when the details of an existing event is updated
User mentioned in comment
Triggers when the configuration user is mentioned in a conversation comment
Task open
Triggers when a task status is marked as open
Group created
Triggers when a new group is created
Announcement updated
Triggers when the details of an existing announcement is updated
Task unassigned
Triggers when a task is unassigned
User mentioned in post
Triggers when the configuration user is mentioned in a conversation
Board created
Triggers when a new board is created
Forum updated
Triggers when an existing forum post is updated
Question created
Triggers when a new questions is created
Poll created
Triggers when a new poll is created
Task status changed
Triggers when the status of an existing task is updated
Member added in board
Triggers when a member is added to a board
Announcement comment created
Triggers when a new comment is created in announcements
Task updated
Triggers when the details of an existing task is updated
Task completed
Triggers when a task is completed in selected board
Event created
Triggers when a new event is created
Event invited
Triggers when an invitee is added to an event
Forum created
Triggers when a new forum 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 group event
Creates a new group event
Create task in section
Creates a new task in the selected section
Create board
Creates a new board
Create conversation
Creates a new conversation in the selected group
Add member to board
Adds a member to the selected board
Add comment in task
Adds a comment in the specified task
Create private task
Creates a new private task
Create private event
Creates a new private event
Add member to group
Adds a member to the selected group
Add comment in post
Adds a comment in the specified post
Create checklist
Creates a checklist for the specified task
Create forum post
Creates a new forum post
Invite user
Invites a user to the selected network
Create group
Creates a new group in the selected network
Create board from board template
Creates a new board from an existing saved template
Archive task
Archives the selected task
Archive board
Archives the selected board
Unarchive group
Unarchives the selected group
Archive group
Archives the selected group
Unarchive board
Unarchives the selected board
Fetch user
Fetches the details of an existing user by email address
Remove member from group
Removes a member from the selected group
Fetch post
Fetches the details of an existing post by ID or metadata
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 Zoho Connect?
Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.
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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