Integrate Katana with Todoist

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

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Create a new task in Todoist when a order is created in Katana

Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in Todoist when a 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 Todoist.
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Create a new task in Todoist when a order is created in Katana

Katana + Todoist

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Supported triggers and actions

Integrate Katana and Todoist 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

Incomplete task added

Triggers when an incomplete task is added to the selected project

Task completed

Triggers when a task is completed in the selected project. This does not trigger for recurring tasks.

New section

Triggers when a new section is added

Completed task with label

Triggers when a task with the selected label is completed. This does not trigger for recurring tasks.

Any task completed

Triggers when a task (including recurring tasks) is completed in the selected project

Project created

Triggers when a new project 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

Add comment to task

Adds a comment to a task

Add comment to project

Adds a comment to a project

Create project

Creates a new project

Invite user to project

Invites a user to a project by email

Create task

Creates a new task

Mark task as incomplete

Marks the specified task as incomplete

Move task

Moves the specified task to the selected project

Mark task as completed

Marks the specified task as completed

Archive project

Archives the specified project

Update task

Updates the details of an existing task

Fetch task

Fetches a task by title or ID. If the task does not exist, you can choose to create a new one.

Fetch project

Fetches a project by name or ID. If the project does not exist, you can choose to create a new one.

Fetch user

Fetches the details of an existing user by email address. The user must be connected to your account.

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 Todoist?

Todoist is an online to do list and task management tool. You can organize tasks, set goals, and track your productivity.

To Do Lists

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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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

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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