Integrate Katana with Taskworld

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

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

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in Taskworld whenever an 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 task in Taskworld.
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Create a new task in Taskworld when a new order is created in Katana

Katana + Taskworld

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Supported triggers and actions

Integrate Katana and Taskworld 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

Project created

Triggers when a new project is 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

Add task to task list

Adds a task to a task list in the specified project and workspace

Create message

Creates a message in the selected workspace

Create task

Creates a new task

Create project

Creates a new project

Create tag

Creates a new tag

Update task

Updates the details of an existing task

Update project

Updates the details of an existing project

Fetch user

Fetches the details of an existing user

Fetch tag

Fetches the details of an existing tag

Fetch task

Fetches the details of an existing task

Remove tag from task

Removes an existing tag from the specified task

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 Taskworld?

Taskworld is a cloud-based collaboration platform designed to facilitate project and task management, collaboration, delegation, communication and knowledge management within teams.

Project Management

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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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