Integrate Katana with Kylas
Send information between Katana and Kylas automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
A new deal in Kylas whenever a new order is created in Katana
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will create a new deal in Kylas for every new order created in Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new deal in Kylas.
A new deal in Kylas whenever a new order is created in Katana
Katana + Kylas
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Supported triggers and actions
Integrate Katana and Kylas 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
Lead created
Triggers when a new lead is created
Contact updated
Triggers when the details of an existing contact are updated
Deal created or updated
Triggers when a deal is created or updated
Contact created
Triggers when a new contact is created
Company updated
Triggers when the details of an existing company are updated
Company created
Triggers when a new company is created
Call logs created or updated
Triggers when a call log is created or updated
Lead created or updated
Triggers when a lead is created or updated
Deal created
Triggers when a new deal is created
Lead updated
Triggers when the details of an existing lead are updated
Contact created or updated
Triggers when a contact is created or updated
Company created or updated
Triggers when a company is created or updated
Task created or updated
Triggers when a task is created or updated
Task updated
Triggers when the details of an existing task are updated
Task created
Triggers when a new task is created
Deal updated
Triggers when the details of an existing deal are 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 deal
Creates a new deal
Create lead
Creates a new lead
Create company
Creates a new company
Create product or service
Creates a new product or service
Create contact
Creates a new contact
Update task
Updates the details of an existing task
Close deal
Closes the specified deal
Update product or service
Updates the details of an existing product or service
Update company
Updates the details of an existing company
Update lead
Updates the details of an existing lead
Update deal
Updates the details of an existing deal
Update contact
Updates the details of an existing contact
Close lead
Close the specified lead
Fetch company
Fetches the details of an existing company using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch task
Fetches the details of an existing task using ID
Fetch product or service
Fetches the details of an existing product or service using ID
Fetch lead
Fetches the details of an existing lead 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 Kylas?
Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.
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