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Integrate Katana with Pipedrive
Send information between Katana and Pipedrive automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new deal in Pipedrive for each new order placed in Katana
Track new orders by creating deals and monitor their progress through predefined stages. This flow will generate a new deal in Pipedrive whenever a new order is created in Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new deal in Pipedrive.
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Create a new deal in Pipedrive for each new order placed in Katana
Katana + Pipedrive
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Build your own integrations between Katana and Pipedrive
Connect Katana and Pipedrive with over 850+ 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 Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Supplier created
Triggers when a new supplier is created
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Sales order created
Triggers when a new sales order is created
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Variant created
Triggers when a new variant is created
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Tax rate created
Triggers when a new tax rate is created
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Purchase order created
Triggers when a new purchase order is created
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Sales order delivered
Triggers when a sales order is delivered
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Sales order updated
Triggers when the details of a sales order are updated
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Product created
Triggers when a new product is created
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Sales order packed
Triggers when a sales order status is changed to packed
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Customer created
Triggers when a new customer is created
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Deal updated
Triggers when any detail of an existing deal is updated
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Organization created
Triggers when a new organization is created
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Activity created
Triggers when a new activity is created
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Contact person created
Triggers when a new contact person is created
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Deal created
Triggers when a new deal is created
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Note updated
Triggers when an existing note is updated
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Note added
Triggers when a new note is added
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Pipeline created
Triggers when a new pipeline is created
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Activity updated
Triggers when any detail of an existing activity is updated
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Contact person updated
Triggers when any detail of an existing contact person is updated
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Pipeline stage created
Triggers when a new pipeline stage is created
All Actions - Actions are the automated tasks
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Create tax rate
Creates a new tax rate
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Create stock transfer
Create a new stock transfer
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Update inventory reorder
Updates the details of an existing inventory reorder point for a certain location
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Create customer
Creates a new customer
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Create variant
Creates a new variant
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Create sales order
Creates a new sales order
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Create product
Creates a new product
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Create supplier
Creates a new supplier
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Create purchase order
Creates a new purchase order
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Update customer
Updates the details of an existing customer
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Update batch stock
Updates the details of an existing batch stock
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Update purchase order
Updates the details of an existing purchase order
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Update sales order
Updates the details of an existing sales order
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Fetch purchase order
Fetches the details of an existing purchase order using ID, order number and status
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Fetch product
Fetches the details of an existing product using ID and name
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Fetch inventory
Fetches the details of an existing inventory using location ID
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Fetch tax rate
Fetches the details of an existing tax rate using ID, name and rate
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Fetch location
Fetches the details of an existing location using ID and name
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Fetch customer
Fetches the details of an existing customer using ID, name, or email address
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Fetch batch stock
Fetches the details of an existing batch stock using ID and name
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Fetch supplier
Fetches the details of an existing supplier using ID, name and email
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Fetch sales order
Fetches the details of an existing sales order using ID, order number and status
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Fetch variant
Fetches the details of an existing variant using ID and name
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Create deal
Creates a new deal
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Create contact person
Creates a new contact person for the selected organization
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Create lead
Creates a new lead
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Create activity
Creates a new activity
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Create organization
Creates a new organization
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Create product
Creates a new product
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Update deal
Updates the details of an existing deal
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Create notes
Creates a new note for the selected lead, deal, person, or organization
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Update organization
Updates the details of an existing organization
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Update lead
Updates the details of an existing lead
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Update notes
Updates the details of an existing note
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Update contact person
Updates the details of an existing contact person
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Update product
Updates the details of an existing product
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Update activity
Updates the details of an existing activity
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Fetch person by email address
Fetches the details of an existing person by email address
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Fetch product by name
Fetches the details of an existing product by name
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Fetch deal by ID
Fetches the details of an existing deal by ID
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Fetch user by name
Fetches the details of an existing user by name
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Fetch organization by ID
Fetches the details of an existing organization by ID
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Fetch activity
Fetches the details of an existing user activity
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Fetch lead
Fetch the details of an existing lead by ID or title
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Fetch deal by title
Fetches the details of an existing deal by title
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Fetch person by phone number
Fetches the details of an existing person by phone number
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Fetch person by ID
Fetches the details of an existing person record by ID
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Fetch person by name
Fetches the details of an existing person record by name
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Fetch organization by name
Fetches the details of an existing organization 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 Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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