Integrate Katana with Paymo

Send information between Katana and Paymo automatically, without writing any code, using Zoho Flow.

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Create a task in Paymo each time a new order is made in Katana

Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in Paymo each time a new order is made in Katana.

How it works
  1. The flow triggers when a new purchase order is created in Katana.
  2. Zoho Flow creates a new task in Paymo.
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Create a task in Paymo each time a new order is made in Katana

Katana + Paymo

Build your own integrations between Katana and Paymo

Connect Katana and Paymo 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 Paymo 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

New task list

Triggers when a new task list is created

New project

Triggers when a new project is created

New task

Triggers when a new task is created

New client

Triggers when a new client is created

New time entry

Triggers when a new time entry is created

New invoice

Triggers when a new invoice is created

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

Create project

Creates a new project

Create client

Creates a new client

Create task list

Creates a new task list

Create time entry

Creates a new time entry

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.

E Commerce

What is Paymo?

Paymo is task and project management software. You can monitor activities, track invoices, and manage resources with charts and calendars.

Project Management

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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