Integrate Katana with Kylas

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

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A new deal in Kylas whenever a new order is created in Katana

Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will create a new deal in Kylas for every new order 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 deal in Kylas.
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A new deal in Kylas whenever a new order is created in Katana

Katana + Kylas

Build your own integrations between Katana and Kylas

Connect Katana and Kylas 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 Kylas 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

Deal created or updated

Triggers when a deal is created or updated

Lead updated

Triggers when the details of an existing lead are updated

Lead created

Triggers when a new lead is created

Deal updated

Triggers when the details of an existing deal are updated

Call logs created or updated

Triggers when a call log is created or updated

Task updated

Triggers when the details of an existing task are updated

Company updated

Triggers when the details of an existing company are updated

Contact created

Triggers when a new contact is created

Contact created or updated

Triggers when a contact is created or updated

Contact updated

Triggers when the details of an existing contact are updated

Deal created

Triggers when a new deal is created

Lead created or updated

Triggers when a lead is created or updated

Task created

Triggers when a new task is created

Company created

Triggers when a new company is created

Task created or updated

Triggers when a task is created or updated

Company created or updated

Triggers when a company is created or 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 product or service

Creates a new product or service

Create deal

Creates a new deal

Create lead

Creates a new lead

Create contact

Creates a new contact

Create task

Creates a new task

Create company

Creates a new company

Update lead

Updates the details of an existing lead

Close deal

Closes the specified deal

Update deal

Updates the details of an existing deal

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Update task

Updates the details of an existing task

Close lead

Close the specified lead

Update product or service

Updates the details of an existing product or service

Fetch company

Fetches the details of an existing company using ID

Fetch product or service

Fetches the details of an existing product or service using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch deal

Fetches the details of an existing deal using ID

Fetch lead

Fetches the details of an existing lead using ID

Fetch task

Fetches the details of an existing task 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 Kylas?

Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.

CRM

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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 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

Rahul Roushan

CEO, OpIndia

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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