Integrate IT Portal with Katana
Send information between IT Portal and Katana automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate IT Portal and Katana using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Device created or updated
Triggers when a device is created or if the details of an existing device are updated
Contact created or updated
Triggers when a contact is created or if the details of an existing contact are updated
Configuration created or updated
Triggers when a configuration is created or if the details of an existing configuration are updated
Site created or updated
Triggers when a site is created or if the details of an existing site are updated
Company created or updated
Triggers when a company is created or if the details of an existing company are updated
Knowledge base article created or updated
Triggers when a knowledge base article is created or if the details of an existing knowledge base article are updated
Product created
Triggers when a new product is created
Sales order delivered
Triggers when a sales order is delivered
Sales order packed
Triggers when a sales order status is changed to packed
Tax rate created
Triggers when a new tax rate is created
Supplier created
Triggers when a new supplier is created
Customer created
Triggers when a new customer is created
Sales order updated
Triggers when the details of a sales order are updated
Sales order created
Triggers when a new sales order is created
Variant created
Triggers when a new variant is created
All Actions - Actions are the automated tasks
Create site
Creates a new site
Create knowledge base article
Creates a new knowledge base article
Add address
Adds a new address
Create contact
Creates a new contact
Create company
Creates a new company
Update company
Updates the details of an existing company
Update address
Updates the details of an existing address
Update contact
Updates the details of an existing contact
Fetch configuration
Fetches the details of an existing configuration
Fetch contact
Fetches the details of an existing contact
Fetch device
Fetches the details of an existing device
Fetch site
Fetches the details of an existing site
Fetch company
Fetches the details of an existing company
Fetch knowledge base article
Fetches the details of an existing knowledge base article
Create tax rate
Creates a new tax rate
Create supplier
Creates a new supplier
Create stock transfer
Create a new stock transfer
Create variant
Creates a new variant
Create product
Creates a new product
Create customer
Creates a new customer
Update inventory reorder
Updates the details of an existing inventory reorder point for a certain location
Create sales order
Creates a new sales order
Update sales order
Updates the details of an existing sales order
Update batch stock
Updates the details of an existing batch stock
Fetch batch stock
Fetches the details of an existing batch stock using ID and name
Fetch customer
Fetches the details of an existing customer using ID, name and email
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 product
Fetches the details of an existing product using ID and name
Fetch location
Fetches the details of an existing location using ID and name
Fetch inventory
Fetches the details of an existing inventory using location ID
Fetch supplier
Fetches the details of an existing supplier using ID, name and email
Fetch tax rate
Fetches the details of an existing tax rate using ID, name and rate
What is IT Portal?
IT Portal is a cloud and on-premises offering for IT documentation and MSP documentation. It securely centralizes documents, licenses, logins, contacts, apps, and devices.
Similar apps
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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