Integrate Katana with Kylas

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

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A new deal in Kylas whenever a new order is created in Katana

Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will create a new deal in Kylas for every new order created in Katana.

How it works
  1. The flow triggers when a new purchase order is created in Katana.
  2. Zoho Flow creates a new deal in Kylas.
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A new deal in Kylas whenever a new order is created in Katana

Katana + Kylas

Build your own integrations between Katana and Kylas

Connect Katana and Kylas 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 Kylas 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

Contact updated

Triggers when the details of an existing contact are updated

Contact created or updated

Triggers when a contact is created or updated

Deal updated

Triggers when the details of an existing deal are updated

Lead created

Triggers when a new lead is created

Company created

Triggers when a new company is created

Task created

Triggers when a new task is created

Contact created

Triggers when a new contact is created

Company updated

Triggers when the details of an existing company are updated

Lead updated

Triggers when the details of an existing lead are updated

Deal created or updated

Triggers when a deal is created or updated

Lead created or updated

Triggers when a lead is created or updated

Deal created

Triggers when a new deal is created

Task updated

Triggers when the details of an existing task are updated

Call logs created or updated

Triggers when a call log is created or updated

Company created or updated

Triggers when a company is created or updated

Task created or updated

Triggers when a task is created or updated

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 contact

Creates a new contact

Create lead

Creates a new lead

Create company

Creates a new company

Create task

Creates a new task

Create deal

Creates a new deal

Create product or service

Creates a new product or service

Update task

Updates the details of an existing task

Close deal

Closes the specified deal

Update lead

Updates the details of an existing lead

Update deal

Updates the details of an existing deal

Update product or service

Updates the details of an existing product or service

Update company

Updates the details of an existing company

Update contact

Updates the details of an existing contact

Close lead

Close the specified lead

Fetch product or service

Fetches the details of an existing product or service using ID

Fetch lead

Fetches the details of an existing lead using ID

Fetch deal

Fetches the details of an existing deal using ID

Fetch task

Fetches the details of an existing task using ID

Fetch company

Fetches the details of an existing company using ID

Fetch contact

Fetches the details of an existing contact using ID

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 Kylas?

Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.

CRM

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 >

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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With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

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Technical Engineer, Master Liveaboards

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