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Integrate Katana with Freshsales
Send information between Katana and Freshsales automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new deal in Freshsales for every new order created in Katana
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
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new deal in Freshsales.
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Create a new deal in Freshsales for every new order created in Katana
Katana + Freshsales
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Build your own integrations between Katana and Freshsales
Connect Katana and Freshsales 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 Freshsales 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 deal
Triggers when a new deal is created in the selected view
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New lead
Triggers when a new lead is created in the selected view
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New contact
Triggers when a new contact is created in the selected view
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New account
Triggers when a new account is created in the selected view
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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Add note to lead
Adds a note to the selected lead
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Create deal
Creates a new deal
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Create lead
Creates a new lead
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Create contact
Creates a new contact
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Add note to contact
Adds a note to the selected contact
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Update lead
Updates the details of an existing lead
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Update contact
Updates the details of an existing contact
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Convert lead
Converts a lead to contact
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Fetch contact by email address
Fetches the details of a existing contact by email
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Fetch contact by ID
Fetches the details of an existing contact by ID
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Fetch lead by ID
Fetches the details of an existing lead by ID
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Fetch lead by email address
Fetches the details of an existing lead by 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.
Similar apps
What is Freshsales?
Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.
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