Integrate Katana with EngageBay
Send information between Katana and EngageBay automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new deal in EngageBay for every new order created in Katana
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will set up a new deal in EngageBay 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 EngageBay.
Create a new deal in EngageBay for every new order created in Katana
Katana + EngageBay
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Supported triggers and actions
Integrate Katana and EngageBay using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Supplier created
Triggers when a new supplier is created
Sales order created
Triggers when a new sales order is created
Variant created
Triggers when a new variant 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 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
Sales order packed
Triggers when a sales order status is changed to packed
Customer created
Triggers when a new customer is created
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company 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
Update inventory reorder
Updates the details of an existing inventory reorder point for a certain location
Create customer
Creates a new customer
Create variant
Creates a new variant
Create sales order
Creates a new sales order
Create product
Creates a new product
Create supplier
Creates a new supplier
Create purchase order
Creates a new purchase order
Update customer
Updates the details of an existing customer
Update batch stock
Updates the details of an existing batch stock
Update purchase order
Updates the details of an existing purchase order
Update sales order
Updates the details of an existing sales order
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 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 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
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
Create task
Creates a new task
Create contact
Creates a new contact
Create deal
Creates a new deal
Create company
Creates a new company
Create event
Creates a new event
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
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.
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What is EngageBay?
EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.
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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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