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Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Suites
Projects Plus

Unified project management platform for intelligent, data-driven work.

Projects Plus

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT
 
CRM Plus

Unified platform to deliver top-notch customer experience.

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CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

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Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

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Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

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People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

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Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

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Marketing Plus
 
Projects Plus

Unified project management platform for intelligent, data-driven work.

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Projects Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
   

Integrate Katana with 800+ apps

Create business workflows for Katana without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Katana workflows

+

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

Agiled + Katana

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.
+

Create a product in Katana for each product entry made in Bigin by Zoho CRM

Bigin by Zoho CRM + Katana

Automate product detail syncing between your crm app and inventory management software for hands-free management. This flow will create a product in Katana when a new product is created in Bigin by Zoho CRM.

How it works
  1. The flow triggers when a new product is created in Bigin by Zoho CRM.
  2. Zoho Flow creates a new product in Katana.
+

Create a product in the Katana for every product created in the Firmao

Firmao + Katana

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

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

Create a product in the Katana for every product created in the Holded

Holded + Katana

Achieve seamless inventory management by synchronizing product details between your inventory management software and business management software. This flow will create a product in Katana for every new product added in Holded.

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

Create a product in Katana for each product entry made in Syncro

Syncro + Katana

Ensure systematic record-keeping of products across your PSA, RMM, and Remote Session platform and inventory management software to enhance operational efficiency. This flow will create a matching product in Katana for new products created in Syncro.

How it works
  1. The flow triggers when a new product is added in Syncro.
  2. Zoho Flow creates a new product in Katana.
+

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

Upsales + Katana

Sync product details in real-time from your sales and marketing platform to inventory management software for increased productivity and system efficiency. This flow will create a new product in Katana for every new product created in Upsales.

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

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

Katana + LiquidPlanner

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will create a new task in LiquidPlanner when a 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 LiquidPlanner.
+

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

Katana + Forecast

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in Forecast 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 Forecast.
+

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

Katana + Breeze

Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in Breeze each time a new order is made 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 Breeze.
+

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

Katana + Trigger

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.
+

Initiate a new task in Insightly whenever an order is created in Katana

Katana + Insightly

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to Insightly 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 Insightly.
+

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

Katana + TickTick

Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in TickTick when a 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 TickTick.
+

Create a new task in Active Collab when a order is created in Katana

Katana + Active Collab

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in Active Collab when a 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 Active Collab.
+

Create a new task in Aero Workflow when a new order is created in Katana

Katana + Aero Workflow

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will initiate a new task in Aero Workflow 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 Aero Workflow.
+

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

Katana + Agiled

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.
+

Create a new task in Apptio Targetprocess when a new order is created in Katana

Katana + Apptio Targetprocess

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in Apptio Targetprocess each time a new order is made 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 Apptio Targetprocess.
+

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

Katana + Clinked

Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in Clinked when a 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 Clinked.
+

Create a new task in Easy Redmine when a order is created in Katana

Katana + Easy Redmine

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in Easy Redmine when a 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 Easy Redmine.
+

Initiate a new task in Habitica whenever an order is created in Katana

Katana + Habitica

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Habitica 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 Habitica.
+

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

Katana + Insightful

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will add a new task to Insightful 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 Insightful.
+

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

Katana + JobNimbus

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to JobNimbus 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 JobNimbus.
+

Create a task in Microsoft To-Do each time a new order is made in Katana

Katana + Microsoft To-Do

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will add a new task to Microsoft To-Do 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 Microsoft To-Do.
+

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

Katana + Motion

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will add a new task to Motion 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 Motion.
+

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

Katana + Productive

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will generate a task in Productive each time a new order is made 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 Productive.
+

Initiate a new task in Roll whenever an order is created in Katana

Katana + Roll

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in Roll 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 Roll.
+

Create a task in Runrun.it each time a new order is made in Katana

Katana + Runrun.it

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in Runrun.it 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 Runrun.it.
+

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

Katana + Ryver

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will generate a task in Ryver each time a new order is made 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 Ryver.
+

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

Katana + Sprintly

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will add a new task to Sprintly 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 Sprintly.
+

Initiate a new task in Tallyfy whenever an order is created in Katana

Katana + Tallyfy

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in Tallyfy 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 Tallyfy.
+

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

Katana + Taskworld

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.
+

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

Katana + TeamGrid

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in TeamGrid when a 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 TeamGrid.
+

Initiate a new task in TeamWave whenever an order is created in Katana

Katana + TeamWave

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in TeamWave 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 TeamWave.
+

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

Katana + Tick

Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in Tick when a 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 Tick.
+

Initiate a new task in Workast whenever an order is created in Katana

Katana + Workast

Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Workast 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 Workast.
+

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

Katana + Yanado

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in Yanado 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 Yanado.
+

Create a task in Zoho Projects each time a new order is made in Katana

Katana + Zoho Projects

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will generate a task in Zoho Projects each time a new order is made 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 Zoho Projects.
+

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

Katana + Favro

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in Favro 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 a card in Favro.
+

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

Katana + Freedcamp

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will create a new task in Freedcamp when a 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 the selected task list in Freedcamp.
+

Create a task in Google Tasks each time a new order is made in Katana

Katana + Google Tasks

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Google Tasks 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 task list in Google Tasks.
+

Initiate a new task in Teamwork Projects whenever an order is created in Katana

Katana + Teamwork Projects

Prevent new orders from being forgotten or delayed by creating tasks. This flow will initiate a new task in Teamwork Projects 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 the selected task list in Teamwork Projects.
+

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

Katana + Workstack

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Workstack 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 todo in Workstack.
+

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

Katana + Yodiz

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will create a new task in Yodiz when a 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 the selected user story in Yodiz.
+

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

Katana + Flow

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in Flow 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 the selected workspace in Flow.
+

Initiate a new task in ClickUp whenever an order is created in Katana

Katana + ClickUp

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in ClickUp each time a new order is made 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 under the selected list in ClickUp.
+

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

Katana + DoneDone

Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in DoneDone each time a new order is made in Katana.

How it works
  1. The flow triggers when a new purchase order is created in Katana.
  2. Zoho Flow creates a task in the selected project in DoneDone.
+

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

Katana + Paymo

Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in Paymo each time a new order is made 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 Paymo.
+

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

Katana + Todoist

Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in Todoist when a 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 Todoist.
+

Create a task in Toggl Track each time a new order is made in Katana

Katana + Toggl Track

Prevent new orders from being forgotten or delayed by creating tasks. This flow will initiate a new task in Toggl Track 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 the selected project in Toggl Track.
+

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

Katana + Wrike

Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in Wrike when a 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 under the selected folder or project in Wrike.
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Create a new task in Zoho Connect when a order is created in Katana

Katana + Zoho Connect

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will create a new task in Zoho Connect when a 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 the selected section in Zoho Connect.
+

Create a new deal in HubSpot CRM for every new order created in Katana

Katana + HubSpot CRM

Create deals for new orders to keep your sales team informed and follow up promptly. This flow will generate a new deal in HubSpot CRM whenever a new 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 deal in HubSpot CRM.
+

Set up a new deal in Moskit for every new order placed through Katana

Katana + Moskit

Track new orders by creating deals and monitor their progress through predefined stages. This flow will set up a new deal in Moskit for each new order 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 deal in Moskit.
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A new deal in Sellf whenever a new order is created in Katana

Katana + Sellf

Enable sales reps to view new orders through the creation of deals in your organization software instantly. This flow will set up a new deal in Sellf for each new order 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 deal in Sellf.
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Create a new deal in Agendor for every new order created in Katana

Katana + Agendor

Create deals for new orders to keep your sales team informed and follow up promptly. This flow will create a new deal in Agendor for every new order 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 company deal in Agendor.
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Set up a new deal in Zendesk Sell for every new order placed through Katana

Katana + Zendesk Sell

Create deals for new orders to keep your sales team informed and follow up promptly. This flow will create a new deal in Zendesk Sell for every new order created in Katana.

How it works
  1. The flow triggers when a new purchase order is created in Katana.
  2. Zoho Flow create a new deal in Zendesk Sell.
+

A new deal in ActiveCampaign whenever a new order is created in Katana

Katana + ActiveCampaign

Track new orders by creating deals and monitor their progress through predefined stages. This flow will create a new deal in ActiveCampaign for every new order 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 deal in ActiveCampaign.
+

A new deal in Clientify whenever a new order is created in Katana

Katana + Clientify

Enable sales reps to view new orders through the creation of deals in your marketing automation platform instantly. This flow will create a new deal in Clientify for every new order 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 deal in Clientify.
+

Create a new deal in EngageBay for every new order created in Katana

Katana + EngageBay

Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will set up a new deal in EngageBay for each new order 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 deal in EngageBay.
+

Create a new deal in Freshsales for every new order created in Katana

Katana + Freshsales

Create deals for new orders to keep your sales team informed and follow up promptly. This flow will create a new deal in Freshsales for every new order 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 deal in Freshsales.
+

A new deal in Kizen whenever a new order is created in Katana

Katana + Kizen

Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will generate a new deal in Kizen whenever a new 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 deal in Kizen.
+

A new deal in Kylas whenever a new order is created in Katana

Katana + Kylas

Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will create a new deal in Kylas for every new order 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 deal in Kylas.
+

Create a new deal in Livespace for each new order placed in Katana

Katana + Livespace

Enable sales reps to view new orders through the creation of deals in your recruitment software instantly. This integration will set up a new deal in Livespace for every new order placed through Katana.

How it works
  1. The flow triggers when a new purchase order is created in Katana.
  2. Zoho Flow creates a new deal in Livespace.
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Create a new deal in Onpipeline for each new order placed in Katana

Katana + Onpipeline

Enable sales reps to view new orders through the creation of deals in your sales CRM instantly. This flow will set up a new deal in Onpipeline for each new order 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 deal in Onpipeline.
+

Create a new deal in Pipedrive for each new order placed in Katana

Katana + Pipedrive

Track new orders by creating deals and monitor their progress through predefined stages. This flow will generate a new deal in Pipedrive whenever a new 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 deal in Pipedrive.
+

Set up a new deal in PipelineDeals for every new order placed through Katana

Katana + PipelineDeals

Create deals for new orders to keep your sales team informed and follow up promptly. This flow will create a new deal in PipelineDeals for every new order 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 deal in PipelineDeals.
+

Create a new deal in Salesmate for each new order placed in Katana

Katana + Salesmate

Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will set up a new deal in Salesmate for each new order 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 deal in Salesmate.
+

Set up a new deal in Teamgate for every new order placed through Katana

Katana + Teamgate

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
  1. The flow triggers when a new purchase order is created in Katana.
  2. Zoho Flow creates a new deal in Teamgate.
+

Set up a new deal in TeamWave for every new order placed through Katana

Katana + TeamWave

Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will set up a new deal in TeamWave for each new order 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 deal in TeamWave.
+

Create a new deal in Teamwork CRM for each new order placed in Katana

Katana + Teamwork CRM

Track new orders by creating deals and monitor their progress through predefined stages. This flow will create a new deal in Teamwork CRM for every new order 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 deal in Teamwork CRM.

Build your own Katana integrations

Connect Katana with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Katana workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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 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 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.

Learn more >

Logic

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

Learn more >

Custom functions

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

Learn more >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

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