Integrate Katana with Outseta

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

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Create a new deal in Outseta for every new order created in Katana

Create deals for new orders to keep your sales team informed and follow up promptly. This flow will generate a new deal in Outseta whenever a new order is created in Katana.

How it works
  1. The flow triggers when a new purchase order is created in Katana.
  2. Zoho Flow creates a new deal in Outseta.
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Create a new deal in Outseta for every new order created in Katana

Katana + Outseta

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Supported triggers and actions

Integrate Katana and Outseta 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

Account created

Triggers when a new account is added

Person created

Triggers when a new person is added

Deal created

Triggers when a new deal is created

Case created

Triggers when a new case 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

Create person

Creates a new person

Create case

Creates a new case

Create deal

Creates a new deal

Create account

Creates a new account with a new person

Update deal

Updates the details of an existing deal

Fetch people details

Fetches the details of the specified people

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 Outseta?

Outseta is the only all-in-one platform integrating subscription billing, email marketing, support, CRM, and reporting tools that reduces costs, maintenance, and helps SaaS start-ups grow faster.

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Logic

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Custom functions

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CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

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Technical Engineer, Master Liveaboards

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