![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/agile_crm.png)
Integrate Katana with Agile CRM
Send information between Katana and Agile CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/agile_crm.png)
Create a new deal in Agile CRM for each new order placed in Katana
Enable sales reps to view new orders through the creation of deals in your customer relationship management software instantly. This integration will set up a new deal in Agile CRM for every new order placed through Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new deal in Agile CRM.
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/agile_crm.png)
Create a new deal in Agile CRM for each new order placed in Katana
Katana + Agile CRM
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Katana and Agile CRM
Connect Katana and Agile CRM with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Katana and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Supplier created
Triggers when a new supplier is created
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Sales order delivered
Triggers when a sales order is delivered
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Sales order updated
Triggers when the details of a sales order are updated
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Sales order packed
Triggers when a sales order status is changed to packed
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Variant created
Triggers when a new variant is created
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Product created
Triggers when a new product is created
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Customer created
Triggers when a new customer is created
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Sales order created
Triggers when a new sales order is created
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Tax rate created
Triggers when a new tax rate is created
![](https://flow-in-public.nimbuspop.com/flow-apps/agile_crm.png)
New Task
Triggers when a new task is created
![](https://flow-in-public.nimbuspop.com/flow-apps/agile_crm.png)
New Ticket
Triggers when a new ticket is created
![](https://flow-in-public.nimbuspop.com/flow-apps/agile_crm.png)
New Deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Create sales order
Creates a new sales order
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Create customer
Creates a new customer
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Update inventory reorder
Updates the details of an existing inventory reorder point for a certain location
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Create variant
Creates a new variant
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Create product
Creates a new product
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Create supplier
Creates a new supplier
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Create stock transfer
Create a new stock transfer
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Create tax rate
Creates a new tax rate
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Update sales order
Updates the details of an existing sales order
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Update batch stock
Updates the details of an existing batch stock
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Fetch tax rate
Fetches the details of an existing tax rate using ID, name and rate
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Fetch inventory
Fetches the details of an existing inventory using location ID
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Fetch product
Fetches the details of an existing product using ID and name
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Fetch variant
Fetches the details of an existing variant using ID and name
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Fetch supplier
Fetches the details of an existing supplier using ID, name and email
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Fetch batch stock
Fetches the details of an existing batch stock using ID and name
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Fetch location
Fetches the details of an existing location using ID and name
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Fetch customer
Fetches the details of an existing customer using ID, name and email
![](https://flow-in-public.nimbuspop.com/flow-apps/katana.png)
Fetch sales order
Fetches the details of an existing sales order using ID, order number and status
![](https://flow-in-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Ticket
Creates a new ticket
![](https://flow-in-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Contact
Creates a new contact
![](https://flow-in-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Company
Creates a new company
![](https://flow-in-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Task
Creates a task for the selected contact
![](https://flow-in-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Event
Creates a new event
![](https://flow-in-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Deal
Creates 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.
Similar apps
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
Similar apps
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