

Integrate Katana with Teamwork CRM
Send information between Katana and Teamwork CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a new deal in Teamwork CRM for each new order placed in Katana
Track new orders by creating deals and monitor their progress through predefined stages. This flow will create a new deal in Teamwork CRM for every new order created in Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new deal in Teamwork CRM.


Create a new deal in Teamwork CRM for each new order placed in Katana
Katana + Teamwork CRM

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Supported triggers and actions
Integrate Katana and Teamwork CRM 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

Company updated
Triggers when a company is updated

Deal updated
Triggers when a deal is updated

Contact created
Triggers when a new contact is created

Company created
Triggers when a new company is created

Note created
Triggers when a new note is created

Contact updated
Triggers when a contact is updated

Deal created
Triggers when a new deal 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 deal
Creates a new deal

Create company
Creates a new company

Create contact
Creates a new contact

Create note
Creates a new note

Create product
Creates a new product

Create lost reason
Creates a new lost reason
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 Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
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