Integrate Katana with Insightly
Send information between Katana and Insightly automatically, without writing any code, using Zoho Flow.
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Initiate a new task in Insightly whenever an order is created in Katana
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to Insightly whenever a new order is placed in Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new task in Insightly.
Initiate a new task in Insightly whenever an order is created in Katana
Katana + Insightly
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Supported triggers and actions
Integrate Katana and Insightly 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 Task
Triggers when a new task is created
New Project
Triggers when a new project is created
New Opportunity
Triggers when a new opportunity is created
New Lead
Triggers when a new lead is created
New Organization
Triggers when a new organization is created
New Contact
Triggers when a new contact is created
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 Project
Creates a new project
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Task
Creates a new task
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
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 Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
Similar apps
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Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
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Technical Engineer, Master Liveaboards
