Integrate Katana with MeisterTask
Send information between Katana and MeisterTask automatically, without writing any code, using Zoho Flow.
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Create a new task in MeisterTask when a order is created in Katana
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in MeisterTask each time a new order is made in Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new task in the selected section in MeisterTask.
Create a new task in MeisterTask when a order is created in Katana
Katana + MeisterTask
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Supported triggers and actions
Integrate Katana and MeisterTask 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 section
Triggers when a new section is created
New task created
Triggers when a new task is created
New task in section
Triggers when a new task is added in the selected section
New task in project
Triggers when a new task is created in the selected project
Task completed
Triggers when a task is completed
New person
Triggers when a new person is added to a project
New project
Triggers when a new project 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 task
Creates a new task in the selected section
Fetch person
Fetches a person by their unique 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.
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What is MeisterTask?
MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress.
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