Integrate Katana with Agendor

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

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Create a new deal in Agendor for every new order created in Katana

Create deals for new orders to keep your sales team informed and follow up promptly. This flow will create a new deal in Agendor for every new order 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 company deal in Agendor.
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Create a new deal in Agendor for every new order created in Katana

Katana + Agendor

Build your own integrations between Katana and Agendor

Connect Katana and Agendor with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Katana and Agendor using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Product created

Triggers when a new product is created

Variant created

Triggers when a new variant 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

Person created

Triggers when a new person is created

Company created

Triggers when a new company is created

Company updated

Triggers when the details of a company is updated

Person updated

Triggers when the details of a person is updated

Deal updated

Triggers when a the details of a deal is updated

Deal created

Triggers when a new deal is created

All Actions - Actions are the automated tasks

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

Create tax rate

Creates a new tax rate

Update sales order

Updates the details of an existing sales order

Update batch stock

Updates the details of an existing batch stock

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

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

Create company

Creates a new company

Create company deal

Creates a new company deal

Create person deal

Creates a person deal

Create person

Creates a person .

Update deal status

Updates the status of the specified deal

Update person

Updates the details of the specified person

Update deal

Updates the basic details of the specified deal

Update company

Updates the details of the specified company

Fetch user

Fetches the details of the specified user

Fetch person

Fetch the details of the specified person

Fetch company

Fetches the details of an existing company

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 Agendor?

Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions and more.

CRM

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Technical Engineer, Master Liveaboards

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