Integrate Teamleader with Katana
Send information between Teamleader and Katana automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a product in the Katana for every product created in the Teamleader
Sync product details in real-time from your project management software to inventory management software for increased productivity and system efficiency. This flow will create a product in Katana when a new product is created in Teamleader.
How it works
- The flow triggers when a new product is created in Teamleader.
- Zoho Flow creates a new product in Katana.
Create a product in the Katana for every product created in the Teamleader
Teamleader + Katana
Set up a new deal in Teamleader for every new order placed through Katana
Track new orders by creating deals and monitor their progress through predefined stages. This flow will generate a new deal in Teamleader whenever a new order is created in Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new deal in Teamleader.
Set up a new deal in Teamleader for every new order placed through Katana
Katana + Teamleader
Build your own integrations between Teamleader and Katana
Connect Teamleader and Katana 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 Teamleader and Katana using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Time tracking updated
Triggers when the details of an existing time tracking are updated
Deal created
Triggers when a new deal is created
Time tracking created
Triggers when a new time tracking is created
Company created
Triggers when a new company is added
Invoice paid
Triggers when an invoice is paid
Project created
Triggers when a new project is created
Deal accepted
Triggers when a deal is accepted
Invoice booked
Triggers when an invoice is booked
Contact added
Triggers when a new contact is added
Product created
Triggers when a new product is created
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 deal
Creates a new deal
Create project
Creates a new project
Create company
Creates a new company
Create contact
Creates a new contact
Link contact to company
Links a contact to the specified company
Create task
Creates a new task
Update task
Updates the details of an existing task
Fetch contact
Fetches a contact by ID
Fetch company
Fetches a company by ID
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
What is Teamleader?
Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.
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.
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.
Learn more >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
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