Integrate Katana with Microsoft To-Do
Send information between Katana and Microsoft To-Do automatically, without writing any code, using Zoho Flow.
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Create a task in Microsoft To-Do each time a new order is made in Katana
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will add a new task to Microsoft To-Do 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 Microsoft To-Do.
Create a task in Microsoft To-Do each time a new order is made in Katana
Katana + Microsoft To-Do
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Supported triggers and actions
Integrate Katana and Microsoft To-Do 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
Task created
Triggers when a new task is created
List created
Triggers when a new list 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 list
Creates a new list
Create task
Creates a new task
Complete task
Marks the specified task as completed
Fetch list
Fetches the details of an existing list by name
Fetch task
Fetches the details of an existing task by subject
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.
What is Microsoft To-Do?
Microsoft To-Do is a task management application that lets you plan your day with tasks, keep track of deadlines with reminders, and share lists to collaborate on projects.
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Toto
Technical Engineer, Master Liveaboards
