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Integrate Katana with Onpipeline
Send information between Katana and Onpipeline automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new deal in Onpipeline for each new order placed in Katana
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
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new deal in Onpipeline.
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Create a new deal in Onpipeline for each new order placed in Katana
Katana + Onpipeline
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Build your own integrations between Katana and Onpipeline
Connect Katana and Onpipeline 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 Onpipeline 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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Deal updated
Triggers when the details of an existing deal are updated
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Deal updated as won
Triggers when the status of a deal is updated as won
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Deal updated as lost
Triggers when the status of a deal is updated as lost
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Deal updated as open
Triggers when the status of a deal is updated as open
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Deal created
Triggers when a new deal is created
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Person added
Triggers when a new contact person is added
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Note added
Triggers when a new note is added
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Organization created
Triggers when a new organization is created
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Event created
Triggers when a new calendar event is created
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Deal updated as deleted
Triggers when the status of a deal is updated as deleted
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Event updated
Triggers when a calendar event is updated
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 organization
Adds a new organization
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Create deal
Creates a new deal
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Add lead
Creates a new lead
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Add widget
Adds a new widget
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Add note
Adds a new note
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Add action menu
Adds a new action menu
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Add person
Adds a new contact person
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Update person
Updates the details of an existing contact person
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Update deal
Updates the details of an existing deal
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Undelete deal
Restores a deleted deal and set the status to open
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Update organization
Updates the details of an existing organization
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Fetch event
Fetches the details of an existing event by ID
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Fetch person
Fetches the details of an existing person by full name
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Fetch organization
Fetches the details of an existing organisation by name
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Remove action menu
Removes an existing action menu using link ID
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Remove widget
Removes an existing widget using link ID
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Search deal
Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product 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.
Similar apps
What is Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
Similar apps
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