Integrate Katana with Zendesk Sell
Send information between Katana and Zendesk Sell automatically, without writing any code, using Zoho Flow.
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Set up a new deal in Zendesk Sell for every new order placed through Katana
Create deals for new orders to keep your sales team informed and follow up promptly. This flow will create a new deal in Zendesk Sell for every new order created in Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow create a new deal in Zendesk Sell.
Set up a new deal in Zendesk Sell for every new order placed through Katana
Katana + Zendesk Sell
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Supported triggers and actions
Integrate Katana and Zendesk Sell 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
New Contact
Triggers when a new contact is created
New Lead
Triggers when a new lead is created
New Deal
Triggers when a new deal 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 Contact
Creates a new contact
Create Lead
Creates a new lead
Create Deal
Create a new 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.
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What is Zendesk Sell?
Zendesk Sell is sales force automation software that lets you manage tickets, build a web-based knowledge base, and create an online community for customer conversations.
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