Integrate Katana with ActiveCampaign
Send information between Katana and ActiveCampaign automatically, without writing any code, using Zoho Flow.
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A new deal in ActiveCampaign whenever a new order is created in Katana
Track new orders by creating deals and monitor their progress through predefined stages. This flow will create a new deal in ActiveCampaign for every new order 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 ActiveCampaign.
A new deal in ActiveCampaign whenever a new order is created in Katana
Katana + ActiveCampaign
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Supported triggers and actions
Integrate Katana and ActiveCampaign 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
Contact note created
Triggers when a new contact note is created
Campaign starts sending
Triggers when a new campaign starts sending
Contact updated
Triggers when the details of an existing contact are updated
Deal task created
Triggers when a new deal task is created
Contact unsubscribed from campaign
Triggers when a contact unsubscribes as a result of a campaign email sent
Deal note created
Triggers when a new deal note is created
Campaign opened
Triggers when a contact opens a campaign message. This will run every time a subscriber opens an email.
Deal updated
Triggers when the details of an existing deal are updated
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is created
Contact added to list
Triggers when a new contact is added to the selected list
Campaign link clicked
Triggers when a contact clicks a link in a campaign message. This will only run once for each unique link.
Contact tag added
Triggers when a tag is added to an existing contact
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
Create contact
Creates a new contact
Create campaign
Creates and sends a new campaign
Add tag to contact
Adds a tag to an existing contact
Create tracked event
Creates a custom website or application event
Add contact to automation
Adds a contact into an automation. If unavailable, a contact will be created and added
Create contact note
Creates a note for the specified contact
Add note to deal
Adds notes to the selected deal
Create deal
Creates a new deal
Update deal
Updates an existing deal
Update contact
Updates an existing contact's details
Fetch contact
Fetches a contact by email address
Fetch deal
Fetches an existing deal by title
Search tag
Searches for an existing tag using name
Fetch user
Fetches a user by email address
Fetch automation
Fetches the details of an automation by name
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.
Similar apps
What is ActiveCampaign?
ActiveCampaign is a marketing platform that helps you send campaigns, design newsletters, automate channels, and close deals faster. You can segment emails, add dynamic data, perform split testing, and manage your text-messaging marketing.
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Logic
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Custom functions
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