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Integrate Katana with Teamgate
Send information between Katana and Teamgate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up a new deal in Teamgate for every new order placed through Katana
Create deals for new orders to keep your sales team informed and follow up promptly. This integration will set up a new deal in Teamgate for every new order placed through Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new deal in Teamgate.
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Set up a new deal in Teamgate for every new order placed through Katana
Katana + Teamgate
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Build your own integrations between Katana and Teamgate
Connect Katana and Teamgate 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 Teamgate 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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Lead unqualified
Triggers when a lead is unqualified
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Company created
Triggers when a new company is created
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Person created
Triggers when a new person is created
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Deal won
Triggers when a deal is won
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Lead converted to person
Triggers when a lead is converted to person
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Deal lost
Triggers when a deal is lost
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Lead created
Triggers when a new lead is created
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Deal created
Triggers when a new deal 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 deal
Creates a new deal
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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 person
Creates a new person
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Fetch product
Fetches the details of the specified product using company ID, name or SKU.
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Fetch user
Fetches the details of the specified user using ID, name or email address.
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Fetch lead
Fetches a lead using ID or name
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Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
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Fetch comapny
Fetches a company using company name, code or email address.
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 Teamgate?
Teamgate is a web-based sales CRM solution designed to strengthen and simplify the entire sales process - from lead prospecting to sales closure.
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