Integrate Katana with TeamWave

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

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Initiate a new task in TeamWave whenever an order is created in Katana

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in TeamWave whenever an order is 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 task in TeamWave.
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Initiate a new task in TeamWave whenever an order is created in Katana

Katana + TeamWave

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Set up a new deal in TeamWave for every new order placed through 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 TeamWave for each new order placed 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 TeamWave.
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Set up a new deal in TeamWave for every new order placed through Katana

Katana + TeamWave

Build your own integrations between Katana and TeamWave

Connect Katana and TeamWave 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 TeamWave 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

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 deal

Creates a new deal

Create task

Creates a new task

Create organization

Creates a new organization

Create activity

Creates a new activity

Create event

Creates a new event

Create person

Creates a new person

Create task list

Creates a new task list

Create milestone

Creates a new milestone

Create project

Creates a new project

Update person

Updates the details of an existing person

Update event

Update the details of an existing event

Update organization

Updates the details of an existing organization

Update task

Updates the details of an existing task

Update deal

Updates the details of an existing deal

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 TeamWave?

TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.

CRM HR Project Management

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.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

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

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

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