Integrate Katana with ServiceM8
Send information between Katana and ServiceM8 automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Katana and ServiceM8 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Product created
Triggers when a new product 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
Variant created
Triggers when a new variant is created
Contact created or updated
Triggers when a contact is created or updated
Material created
Triggers when a new material is created
Client created or updated
Triggers when a client is created or updated
Form completed
Triggers when the specified form is completed
Job queued
Triggers when a job is assigned to or removed from a queue
Material created or updated
Triggers when new material is created or updated
Job created or updated
Triggers when a job is created or updated
All Actions - Actions are the automated tasks
Create tax rate
Creates a new tax rate
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
Update sales order
Updates the details of an existing sales order
Update batch stock
Updates the details of an existing batch stock
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
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 material using name
Fetches the details of an existing material using name
Create contact
Creates a new contact
Create job activity
Creates a new job activity
Create material
Creates a new material
Create job material
Creates a new job material
Create job
Creates a new job
Create task
Creates a new task
Create client
Creates a new client
Add note
Creates a new note
Update contact
Updates the details of an existing contact by their UUID
Update client
Updates the details of an existing client
Update material
Updates the details of an existing material
Update job
Updates the details of an existing job
Fetch job contact
Fetches the details of an existing job contact using their email address, ID, phone number, or mobile number
Fetch material using item number
Fetches the details of an existing material using item number
Fetch client
Fetches the details of an existing client using their ABN number or ID or name
Fetch contact
Fetches the details of an existing contact using their email address or ID or phone number
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.
Similar apps
What is ServiceM8?
ServiceM8 is a cloud-based field service management solution that lets you track staff locations, navigate to jobs, manage your estimates and invoices, and more.
Similar apps
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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