Integrate Katana with Yodiz

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

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

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will create a new task in Yodiz 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 the selected user story in Yodiz.
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Create a new task in Yodiz when a new order is created in Katana

Katana + Yodiz

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Supported triggers and actions

Integrate Katana and Yodiz 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

Task created

Triggers when a new task is created in a user story

Epic created

Triggers when a new epic is created

User story created

Triggers when a new user story is created

Issue created

Triggers when a new issue 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 issue

Creates a new issue

Update issue

Updates the details of an existing issue

Update user story

Updates the details of an existing user story

Create task

Creates a new task in the selected user story

Update epic

Updates the details of an existing epic

Create user story

Creates a new user story

Create epic

Creates a new epic

Update task

Updates the details of an existing task

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 Yodiz?

Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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CEO, OpIndia

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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CEO, Lakeside CNC Group

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