Integrate Katana with JobNimbus
Send information between Katana and JobNimbus automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in JobNimbus when a new order is created in Katana
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to JobNimbus whenever a new order is placed in Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new task in JobNimbus.
Create a new task in JobNimbus when a new order is created in Katana
Katana + JobNimbus
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Supported triggers and actions
Integrate Katana and JobNimbus 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
Task created
Triggers when a new task is created
Task created or updated
Triggers when a task is created or updated
Contact created
Triggers when a new contact is created
Job created
Triggers when a new job is created
Job updated
Triggers when the details of an existing job are updated
Activity updated
Triggers when the details of an existing activity are updated
Task updated
Triggers when the details of an existing task are updated
Job created or updated
Triggers when a job is created or updated
Contact created or updated
Triggers when a contact is created or updated
Contact updated
Triggers when the details of an existing contact are updated
Activity created
Triggers when a new activity is created
Activity created or updated
Triggers when an activity is created or updated
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 task
Creates a new task
Create contact
Creates a new contact
Create activity
Creates a new activity
Create job
Creates a new job
Update task
Updates the details of an existing task
Update activity
Updates the details of an existing activity
Update job
Updates the details of an existing job
Update contact
Updates the details of an existing contact
Fetch task
Fetches the details of an existing task using ID
Fetch activity
Fetches the details of an existing activity using ID
Fetch job
Fetches the details of an existing job using ID
Fetch contact
Fetches the details of an existing contact using ID
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 JobNimbus?
JobNimbus is CRM and project management software that helps contractors streamline their communication and manage their teams better.
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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 had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
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