Integrate Katana with Flow

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

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Create a new task in Flow 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 initiate a new task in Flow whenever an 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 workspace in Flow.
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Create a new task in Flow when a order is created in Katana

Katana + Flow

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Supported triggers and actions

Integrate Katana and Flow 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

New list

Triggers when a new list is created

New workspace

Triggers when a new workspace is created

List updated

Triggers when the selected list is updated

New task

Triggers when a new task is created

Task updated

Triggers when the selected 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

Post comment

Posts a comment in the selected task

Create task

Creates a new task in the selected workspace

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 Flow?

Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.

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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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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