Integrate Katana with Teamgate
Send information between Katana and Teamgate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new deal in Teamgate for every new order placed through Katana
Create deals for new orders to keep your sales team informed and follow up promptly. This integration will set up a new deal in Teamgate for every new order placed through Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new deal in Teamgate.
Set up a new deal in Teamgate for every new order placed through Katana
Katana + Teamgate
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Supported triggers and actions
Integrate Katana and Teamgate 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
Person created
Triggers when a new person is created
Company created
Triggers when a new company is created
Lead unqualified
Triggers when a lead is unqualified
Deal created
Triggers when a new deal is created
Lead created
Triggers when a new lead is created
Deal lost
Triggers when a deal is lost
Lead converted to person
Triggers when a lead is converted to person
Deal won
Triggers when a deal is won
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 lead
Creates a new lead
Create company
Creates a new company
Create deal
Creates a new deal
Create person
Creates a new person
Fetch user
Fetches the details of the specified user using ID, name or email address.
Fetch product
Fetches the details of the specified product using company ID, name or SKU.
Fetch comapny
Fetches a company using company name, code or email address.
Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
Fetch lead
Fetches a lead using ID or 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 Teamgate?
Teamgate is a web-based sales CRM solution designed to strengthen and simplify the entire sales process - from lead prospecting to sales closure.
Similar apps
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
