Integrate Agiled with Katana

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

Explore prebuilt integration flows to get started

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Create a product in Katana for a new product created in Agiled

Automate product detail syncing between your business management platform and inventory management software for hands-free management. This flow will create a matching product in Katana for new products created in Agiled.

How it works
  1. The flow triggers when a new product is created in Agiled.
  2. Zoho Flow creates a new product in Katana.
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Create a product in Katana for a new product created in Agiled

Agiled + Katana

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

Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Agiled 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 Agiled.
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Create a new task in Agiled when a new order is created in Katana

Katana + Agiled

Build your own integrations between Agiled and Katana

Connect Agiled and Katana with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Agiled and Katana using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Client created

Triggers when a new client is created

Product created

Triggers when a new product is created

Lead created

Triggers when a new lead is created

Employee created

Triggers when a new employee is created

Task created

Triggers when a new task is created

Contract created

Triggers when a new contract is created

Supplier created

Triggers when a new supplier is created

Customer created

Triggers when a new customer is created

Sales order delivered

Triggers when a sales order is delivered

Sales order updated

Triggers when the details of a sales order are updated

Product created

Triggers when a new product is created

Tax rate created

Triggers when a new tax rate is created

Purchase order created

Triggers when a new purchase order is created

Sales order packed

Triggers when a sales order status is changed to packed

Variant created

Triggers when a new variant is created

Sales order created

Triggers when a new sales order is created

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create project

Creates a new project

Create contract

Creates a new contract

Create employee

Creates a new employee

Create product

Creates a new product

Create expense

Creates a new expense

Create ticket

Creates a new ticket

Create lead

Creates a new lead

Create client

Creates a new client

Update contract

Updates the details of an existing contract

Update employee

Updates the details of an existing employee

Update project

Updates the details of an existing project

Update product

Updates the details of an existing product

Update lead

Updates the details of an existing lead

Fetch tax

Fetches the list of existing taxes

Create tax rate

Creates a new tax rate

Create stock transfer

Create a new stock transfer

Create customer

Creates a new customer

Create sales order

Creates a new sales order

Update inventory reorder

Updates the details of an existing inventory reorder point for a certain location

Create purchase order

Creates a new purchase order

Create variant

Creates a new variant

Create product

Creates a new product

Create supplier

Creates a new supplier

Update purchase order

Updates the details of an existing purchase order

Update sales order

Updates the details of an existing sales order

Update batch stock

Updates the details of an existing batch stock

Update customer

Updates the details of an existing customer

Fetch sales order

Fetches the details of an existing sales order using ID, order number and status

Fetch variant

Fetches the details of an existing variant using ID and name

Fetch inventory

Fetches the details of an existing inventory using location ID

Fetch tax rate

Fetches the details of an existing tax rate using ID, name and rate

Fetch location

Fetches the details of an existing location using ID and name

Fetch customer

Fetches the details of an existing customer using ID, name, or email address

Fetch purchase order

Fetches the details of an existing purchase order using ID, order number and status

Fetch product

Fetches the details of an existing product using ID and name

Fetch batch stock

Fetches the details of an existing batch stock using ID and name

Fetch supplier

Fetches the details of an existing supplier using ID, name and email

What is Agiled?

Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.

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

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

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

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Technical Engineer, Master Liveaboards

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