Integrate Katana with MeisterTask

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

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Create a new task in MeisterTask when a order is created in Katana

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in MeisterTask each time a new order is made in Katana.

How it works
  1. The flow triggers when a new purchase order is created in Katana.
  2. Zoho Flow creates a new task in the selected section in MeisterTask.
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Create a new task in MeisterTask when a order is created in Katana

Katana + MeisterTask

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Supported triggers and actions

Integrate Katana and MeisterTask 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 completed

Triggers when a task is completed

New task

Triggers when a new task is created

New section

Triggers when a new section is created

New person

Triggers when a new person is added to a project

New task in section

Triggers when a new task is added in the selected section

New project

Triggers when a new project is created

New task in project

Triggers when a new task is created in the selected project

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 in the selected section

Fetch person

Fetches a person by their unique 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.

E Commerce

What is MeisterTask?

MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress.

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Webhook triggers

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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

Owain ap Rees

Sales Director, Artico

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

CEO, iDAYit

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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