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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
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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.
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A new deal in Kylas whenever a new order is created in Katana
Katana + Kylas
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Build your own integrations between Katana and Kylas
Connect Katana and Kylas with over 850+ 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 Kylas using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Product created
Triggers when a new product is created
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Variant created
Triggers when a new variant is created
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Sales order delivered
Triggers when a sales order is delivered
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Sales order packed
Triggers when a sales order status is changed to packed
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Tax rate created
Triggers when a new tax rate is created
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Supplier created
Triggers when a new supplier is created
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Customer created
Triggers when a new customer is created
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Sales order updated
Triggers when the details of a sales order are updated
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Sales order created
Triggers when a new sales order is created
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Deal created or updated
Triggers when a deal is created or updated
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Lead updated
Triggers when the details of an existing lead are updated
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Lead created
Triggers when a new lead is created
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Deal updated
Triggers when the details of an existing deal are updated
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Task created
Triggers when a new task is created
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Company created
Triggers when a new company is created
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Task created or updated
Triggers when a task is created or updated
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Company created or updated
Triggers when a company is created or updated
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Contact created or updated
Triggers when a contact is created or updated
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Contact updated
Triggers when the details of an existing contact are updated
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Deal created
Triggers when a new deal is created
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Lead created or updated
Triggers when a lead is created or updated
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Call logs created or updated
Triggers when a call log is created or updated
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Task updated
Triggers when the details of an existing task are updated
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Company updated
Triggers when the details of an existing company are updated
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Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
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Create supplier
Creates a new supplier
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Create stock transfer
Create a new stock transfer
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Create variant
Creates a new variant
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Create product
Creates a new product
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Create customer
Creates a new customer
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Update inventory reorder
Updates the details of an existing inventory reorder point for a certain location
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Create sales order
Creates a new sales order
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Create tax rate
Creates a new tax rate
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Update sales order
Updates the details of an existing sales order
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Update batch stock
Updates the details of an existing batch stock
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Fetch supplier
Fetches the details of an existing supplier using ID, name and email
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Fetch tax rate
Fetches the details of an existing tax rate using ID, name and rate
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Fetch batch stock
Fetches the details of an existing batch stock using ID and name
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Fetch customer
Fetches the details of an existing customer using ID, name and email
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Fetch variant
Fetches the details of an existing variant using ID and name
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Fetch sales order
Fetches the details of an existing sales order using ID, order number and status
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Fetch product
Fetches the details of an existing product using ID and name
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Fetch location
Fetches the details of an existing location using ID and name
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Fetch inventory
Fetches the details of an existing inventory using location ID
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Create task
Creates a new task
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Create contact
Creates a new contact
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Create product or service
Creates a new product or service
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Create company
Creates a new company
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Create lead
Creates a new lead
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Create deal
Creates a new deal
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Update contact
Updates the details of an existing contact
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Update deal
Updates the details of an existing deal
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Update lead
Updates the details of an existing lead
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Update company
Updates the details of an existing company
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Close lead
Close the specified lead
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Update product or service
Updates the details of an existing product or service
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Close deal
Closes the specified deal
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Update task
Updates the details of an existing task
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Fetch task
Fetches the details of an existing task using ID
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Fetch deal
Fetches the details of an existing deal using ID
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Fetch contact
Fetches the details of an existing contact using ID
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Fetch lead
Fetches the details of an existing lead using ID
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Fetch company
Fetches the details of an existing company using ID
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Fetch product or service
Fetches the details of an existing product or service 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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