

Integrate Katana with LiquidPlanner
Send information between Katana and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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Create a new task in LiquidPlanner when a new order is created in Katana
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will create a new task in LiquidPlanner when a order is created in Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new task in LiquidPlanner.


Create a new task in LiquidPlanner when a new order is created in Katana
Katana + LiquidPlanner

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Supported triggers and actions
Integrate Katana and LiquidPlanner 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 or updated comment
Triggers when a comment is created or updated

New or updated document
Triggers when a document is created or updated

New or updated task
Triggers when a task is created or updated

New or updated package
Triggers when a package is added or updated

New or updated project
Triggers when a project is created or updated

New or updated client
Triggers when a new client is added or details of an existing client 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 a milestone
Creates a new milestone

Create an event
Create a full day event

Create a package
Creates a new package

Create a project
Creates a new project

Create folder
Creates a new folder

Create a task
Creates a new task
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.
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What is LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
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