Integrate Katana with Active Collab
Send information between Katana and Active Collab automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Active Collab when a order is created in Katana
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in Active Collab when a 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 task in Active Collab.
Create a new task in Active Collab when a order is created in Katana
Katana + Active Collab
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Supported triggers and actions
Integrate Katana and Active Collab using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Supplier created
Triggers when a new supplier 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
Sales order packed
Triggers when a sales order status is changed to packed
Variant created
Triggers when a new variant is created
Product created
Triggers when a new product is created
Customer created
Triggers when a new customer is created
Sales order created
Triggers when a new sales order is created
Tax rate created
Triggers when a new tax rate is created
Task created
Triggers when a new task is created
Comment added
Triggers when a comment is added to an object
Task closed
Triggers when a task is closed
Task list created
Triggers when a new task list is created in a project
Task moved
Triggers when a task is moved from one task list to another
Project created
Triggers when a new project is created
Task updated
Triggers when the details of an existing task is updated
All Actions - Actions are the automated tasks
Create sales order
Creates a new sales order
Create customer
Creates a new customer
Update inventory reorder
Updates the details of an existing inventory reorder point for a certain location
Create variant
Creates a new variant
Create product
Creates a new product
Create supplier
Creates a new supplier
Create stock transfer
Create a new stock transfer
Create tax rate
Creates a new tax rate
Update sales order
Updates the details of an existing sales order
Update batch stock
Updates the details of an existing batch stock
Fetch tax rate
Fetches the details of an existing tax rate using ID, name and rate
Fetch inventory
Fetches the details of an existing inventory using location ID
Fetch product
Fetches the details of an existing product using ID and name
Fetch variant
Fetches the details of an existing variant using ID and name
Fetch supplier
Fetches the details of an existing supplier using ID, name and email
Fetch batch stock
Fetches the details of an existing batch stock using ID and name
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 and email
Fetch sales order
Fetches the details of an existing sales order using ID, order number and status
Add comment to task
Creates a new comment in the selected task
Add comment to discussion
Adds a new comment to discussion
Create task
Creates a new task
Create company
Creates a new company
Create project
Creates a new project
Move task
Moves the specified task to the selected task list
Fetch task
Fetches the details of an existing task
Fetch user
Fetches the details of an existing user by email address
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.
What is Active Collab?
ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.
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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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