Integrate Katana with Microsoft To-Do
Send information between Katana and Microsoft To-Do automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Microsoft To-Do each time a new order is made in Katana
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will add a new task to Microsoft To-Do whenever a new order is placed in Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new task in Microsoft To-Do.
Create a task in Microsoft To-Do each time a new order is made in Katana
Katana + Microsoft To-Do
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Supported triggers and actions
Integrate Katana and Microsoft To-Do 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
List created
Triggers when a new list is created
Task created
Triggers when a new task 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 list
Creates a new list
Complete task
Marks the specified task as completed
Fetch task
Fetches the details of an existing task by subject
Fetch list
Fetches the details of an existing list by 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.
What is Microsoft To-Do?
Microsoft To-Do is a task management application that lets you plan your day with tasks, keep track of deadlines with reminders, and share lists to collaborate on projects.
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
Owain ap Rees
Sales Director, Artico
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
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
Toto
Technical Engineer, Master Liveaboards
