Integrate Katana with Zoho Connect

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

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Create a new task in Zoho Connect when a order is created in Katana

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will create a new task in Zoho Connect 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 section in Zoho Connect.
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Create a new task in Zoho Connect when a order is created in Katana

Katana + Zoho Connect

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Supported triggers and actions

Integrate Katana and Zoho Connect 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 completed

Triggers when a task is completed in the selected board

New board

Triggers when a new board is created

Conversation posted

Triggers when a new conversation is posted

Event created

Triggers when a new event is created

Task status updated

Triggers when a task status is updated in the selected board

Announcement created

Triggers when a new announcement is created in the selected group

Poll started

Triggers when a new poll is started in the selected group

User name mentioned

Triggers when your user name is mentioned

Network member added

Triggers when a new member is added to the selected network

Task created

Triggers when a new task is created

Group member added

Triggers when a new member is added to the selected group

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 in task

Adds a comment in the specified task

Create task in section

Creates a new task in the selected section

Invite user

Invites a user to the selected network

Create private task

Creates a new private task

Add comment in post

Adds a comment in the specified post

Add member to group

Adds a member to the selected group

Create forum post

Creates a new forum post

Create checklist

Creates a checklist for the specified task

Create private event

Creates a new private event

Create conversation

Creates a new conversation in the selected group

Create group

Creates a new group in the selected network

Create board

Creates a new board

Create board from board template

Creates a new board from an existing saved template

Create group event

Creates a new group event

Add member to board

Adds a member to the selected board

Archive board

Archives the selected board

Unarchive board

Unarchives the selected board

Archive group

Archives the selected group

Archive task

Archives the selected task

Unarchive group

Unarchives the selected group

Fetch user

Fetches the details of an existing user by email address

Remove member from group

Removes a member from the selected group

Fetch post

Fetches the details of an existing post by ID or metadata

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 Zoho Connect?

Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.

Team Collaboration Zoho

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Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Technical Engineer, Master Liveaboards

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