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Integrate Katana with Forecast
Send information between Katana and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new task in Forecast 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 Forecast 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 Forecast.
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Create a new task in Forecast when a order is created in Katana
Katana + Forecast
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Build your own integrations between Katana and Forecast
Connect Katana and Forecast 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
Integrate Katana and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Supplier created
Triggers when a new supplier is created
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Customer created
Triggers when a new customer is created
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Sales order delivered
Triggers when a sales order is delivered
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Sales order updated
Triggers when the details of a sales order are updated
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Product created
Triggers when a new product is created
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Tax rate created
Triggers when a new tax rate is created
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Purchase order created
Triggers when a new purchase order is created
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Sales order packed
Triggers when a sales order status is changed to packed
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Variant created
Triggers when a new variant is created
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Sales order created
Triggers when a new sales order is created
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New milestone
Triggers when a new milestone is created in the selected project
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New subtask
Triggers when a new subtask is created in the selected project
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New time entry
Triggers when a new time entry is created in the selected project
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New client
Triggers when a new client is created
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New project
Triggers when a new project is created
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New sprint
Triggers when a new sprint is created in the selected project
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New task
Triggers when a new card is created in the selected project
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New person
Triggers when a new person is added
All Actions - Actions are the automated tasks
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Create tax rate
Creates a new tax rate
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Create stock transfer
Create a new stock transfer
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Create customer
Creates a new customer
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Create sales order
Creates a new sales order
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Update inventory reorder
Updates the details of an existing inventory reorder point for a certain location
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Create purchase order
Creates a new purchase order
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Create variant
Creates a new variant
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Create product
Creates a new product
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Create supplier
Creates a new supplier
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Update purchase order
Updates the details of an existing purchase order
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Update sales order
Updates the details of an existing sales order
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Update batch stock
Updates the details of an existing batch stock
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Update customer
Updates the details of an existing customer
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Fetch sales order
Fetches the details of an existing sales order using ID, order number and status
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Fetch variant
Fetches the details of an existing variant using ID and name
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Fetch inventory
Fetches the details of an existing inventory using location ID
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Fetch tax rate
Fetches the details of an existing tax rate using ID, name and rate
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Fetch location
Fetches the details of an existing location using ID and name
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Fetch customer
Fetches the details of an existing customer using ID, name, or email address
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Fetch purchase order
Fetches the details of an existing purchase order using ID, order number and status
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Fetch product
Fetches the details of an existing product using ID and name
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Fetch batch stock
Fetches the details of an existing batch stock using ID and name
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Fetch supplier
Fetches the details of an existing supplier using ID, name and email
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Create milestone
Creates a new milestone in the selected project
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Create subtask
Creates a new sub task/to-do
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Create task
Creates a new task
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Create client
Creates a new client
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Create project
Creates a new project
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Create label
Creates a new label
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Create sprint
Creates a new sprint in the selected project
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Create time registration
Creates a new time registration
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Add person
Adds a new person
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Fetch label
Fetches an existing label by name
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 Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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