Integrate Katana with Flow
Send information between Katana and Flow automatically, without writing any code, using Zoho Flow.
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Create a new task in Flow when a order is created in Katana
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in Flow whenever an 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 workspace in Flow.
Create a new task in Flow when a order is created in Katana
Katana + Flow
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Supported triggers and actions
Integrate Katana and Flow 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
List updated
Triggers when the selected list is updated
Task updated
Triggers when the selected task is updated
New task
Triggers when a new task is created
New workspace
Triggers when a new workspace is created
New list
Triggers when a new list 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
Post comment
Posts a comment in the selected task
Create task
Creates a new task in the selected workspace
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 Flow?
Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
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.
Neville Mader
Director, Perth Security Services
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
