Integrate Katana with Flow
Send information between Katana and Flow automatically, without writing any code, using Zoho Flow.
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Create a new task in Flow when a order is created in Katana
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
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new task in the selected workspace in Flow.
Create a new task in Flow when a order is created in Katana
Katana + Flow
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Supported triggers and actions
Integrate Katana and Flow 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
Team created
Triggers when a new team is created
Task created
Triggers when a new task is created
Project created
Triggers when a new project is created
Task updated
Triggers when the selected task is updated
Project updated
Triggers when the details of an existing project are updated
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
Create task
Creates a new task in the selected workspace
Post comment
Posts a comment in the selected task
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.
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What is Flow?
Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.
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Custom functions
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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
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
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
