Integrate Katana with Trigger

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

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Create a task in Trigger each time a new order is made in Katana

Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Trigger whenever a new order is placed 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 project in Trigger.
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Create a task in Trigger each time a new order is made in Katana

Katana + Trigger

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Supported triggers and actions

Integrate Katana and Trigger 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

New company

Triggers when a new company is created

New project

Triggers when a new project is created

New task

Triggers when a new task 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

Create project

Creates a new project

Create company

Creates a new company

Create task

Create a new task in the selected project

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 Trigger?

Trigger is a project management application that lets you track time, get updates on certain or all tasks, and create invoices from time sheets.

Build comprehensive workflows using

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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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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

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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.

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