Integrate Katana with JobNimbus

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

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Create a new task in JobNimbus when a new order is created in Katana

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to JobNimbus whenever a new order is placed 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 JobNimbus.
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Create a new task in JobNimbus when a new order is created in Katana

Katana + JobNimbus

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Supported triggers and actions

Integrate Katana and JobNimbus 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 updated

Triggers when the details of an existing contact are updated

Contact created or updated

Triggers when a contact is created or updated

Job updated

Triggers when the details of an existing job are updated

Task created or updated

Triggers when a task is created or updated

Activity created

Triggers when a new activity is created

Job created

Triggers when a new job is created

Job created or updated

Triggers when a job is created or updated

Contact created

Triggers when a new contact is created

Activity created or updated

Triggers when an activity is created or updated

Activity updated

Triggers when the details of an existing activity are updated

Task created

Triggers when a new task is created

Task updated

Triggers when the details of an existing task are 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

Create task

Creates a new task

Create activity

Creates a new activity

Create contact

Creates a new contact

Create job

Creates a new job

Update task

Updates the details of an existing task

Update contact

Updates the details of an existing contact

Update activity

Updates the details of an existing activity

Update job

Updates the details of an existing job

Fetch task

Fetches the details of an existing task using ID

Fetch job

Fetches the details of an existing job using ID

Fetch activity

Fetches the details of an existing activity using ID

Fetch contact

Fetches the details of an existing contact using ID

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 JobNimbus?

JobNimbus is CRM and project management software that helps contractors streamline their communication and manage their teams better.

Project Management

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

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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