Integrate Katana with Zendesk Sell
Send information between Katana and Zendesk Sell automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new deal in Zendesk Sell for every new order placed through Katana
Create deals for new orders to keep your sales team informed and follow up promptly. This flow will create a new deal in Zendesk Sell for every new order created in Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow create a new deal in Zendesk Sell.
Set up a new deal in Zendesk Sell for every new order placed through Katana
Katana + Zendesk Sell
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Supported triggers and actions
Integrate Katana and Zendesk Sell 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
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is created
Lead created
Triggers when a new lead 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
Create a new task
Create lead
Creates a new lead
Create task
Create a new task
Create contact
Creates a new contact
Create deal
Create a new deal
Update deal
Updates the details of an existing deal by ID
Update lead
Updates the details of an existing lead by ID
Fetch lead
Fetch the details of the existing lead by email address
Fetch user
Fetch the details of the existing user by email address
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 Zendesk Sell?
Zendesk Sell is sales force automation software that lets you manage tickets, build a web-based knowledge base, and create an online community for customer conversations.
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.
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
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
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
