![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/engagebay.png)
Integrate Katana with EngageBay
Send information between Katana and EngageBay automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/engagebay.png)
Create a new deal in EngageBay for every new order created in Katana
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
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new deal in EngageBay.
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/engagebay.png)
Create a new deal in EngageBay for every new order created in Katana
Katana + EngageBay
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Katana and EngageBay
Connect Katana and EngageBay 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 Katana and EngageBay using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Supplier created
Triggers when a new supplier is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Customer created
Triggers when a new customer is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Sales order delivered
Triggers when a sales order is delivered
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Sales order updated
Triggers when the details of a sales order are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Product created
Triggers when a new product is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Tax rate created
Triggers when a new tax rate is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Purchase order created
Triggers when a new purchase order is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Sales order packed
Triggers when a sales order status is changed to packed
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Variant created
Triggers when a new variant is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Sales order created
Triggers when a new sales order is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/engagebay.png)
Company created
Triggers when a new company is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/engagebay.png)
Contact created
Triggers when a new contact is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/engagebay.png)
Deal created
Triggers when a new deal is created
All Actions - Actions are the automated tasks
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Create tax rate
Creates a new tax rate
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Create stock transfer
Create a new stock transfer
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Create customer
Creates a new customer
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Create sales order
Creates a new sales order
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Update inventory reorder
Updates the details of an existing inventory reorder point for a certain location
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Create purchase order
Creates a new purchase order
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Create variant
Creates a new variant
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Create product
Creates a new product
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Create supplier
Creates a new supplier
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Update purchase order
Updates the details of an existing purchase order
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Update sales order
Updates the details of an existing sales order
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Update batch stock
Updates the details of an existing batch stock
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Update customer
Updates the details of an existing customer
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Fetch sales order
Fetches the details of an existing sales order using ID, order number and status
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Fetch variant
Fetches the details of an existing variant using ID and name
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Fetch inventory
Fetches the details of an existing inventory using location ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Fetch tax rate
Fetches the details of an existing tax rate using ID, name and rate
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Fetch location
Fetches the details of an existing location using ID and name
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Fetch customer
Fetches the details of an existing customer using ID, name, or email address
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Fetch purchase order
Fetches the details of an existing purchase order using ID, order number and status
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Fetch product
Fetches the details of an existing product using ID and name
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Fetch batch stock
Fetches the details of an existing batch stock using ID and name
![](https://flow-ca-public.nimbuspop.com/flow-apps/katana.png)
Fetch supplier
Fetches the details of an existing supplier using ID, name and email
![](https://flow-ca-public.nimbuspop.com/flow-apps/engagebay.png)
Create contact
Creates a new contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/engagebay.png)
Create event
Creates a new event
![](https://flow-ca-public.nimbuspop.com/flow-apps/engagebay.png)
Create deal
Creates a new deal
![](https://flow-ca-public.nimbuspop.com/flow-apps/engagebay.png)
Create company
Creates a new company
![](https://flow-ca-public.nimbuspop.com/flow-apps/engagebay.png)
Create task
Creates a new task
![](https://flow-ca-public.nimbuspop.com/flow-apps/engagebay.png)
Update contact
Updates the details of an existing contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/engagebay.png)
Fetch contact
Fetches the details of an existing contact
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.
Similar apps
What is EngageBay?
EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.
Similar apps
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 >