

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


Create a new task in Zoho Connect when a order is created in Katana
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will create a new task in Zoho Connect 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 the selected section in Zoho Connect.


Create a new task in Zoho Connect when a order is created in Katana
Katana + Zoho Connect

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Supported triggers and actions
Integrate Katana and Zoho Connect 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

Announcement updated
Triggers when the details of an existing announcement is updated

Board created
Triggers when a new board is created

Task unassigned
Triggers when a task is unassigned

Forum created
Triggers when a new forum is created

Status created
Triggers when a new conversation is posted

Task assigned
Triggers when a task is assigned

Task completed
Triggers when a task is completed in selected board

Event invited
Triggers when an invitee is added to an event

Question created
Triggers when a new questions is created

Forum updated
Triggers when an existing forum post is updated

Poll created
Triggers when a new poll is created

User mentioned in post
Triggers when the configuration user is mentioned in a conversation

Event updated
Triggers when the details of an existing event is updated

New task created
Triggers when a new task is created

Member removed from board
Triggers when a member is removed from a board

Member removed from network
Triggers when a new member is removed from the selected network

Task updated
Triggers when the details of an existing task is updated

Member added in network
Triggers when a new member added to the selected network

Task status changed
Triggers when the status of an existing task is updated

Event created
Triggers when a new event is created

Task reminder
Triggers when a task is created with a reminder

Announcement comment created
Triggers when a new comment is created in announcements

Announcement created
Triggers when a new announcement is created

Group created
Triggers when a new group is created

User mentioned in comment
Triggers when the configuration user is mentioned in a conversation comment

Member added in board
Triggers when a member is added to a board

Member added in group
Triggers when a member added to group

Task open
Triggers when a task status is marked as open
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 forum post
Creates a new forum post

Add member to group
Adds a member to the selected group

Create group
Creates a new group in the selected network

Create checklist
Creates a checklist for the specified task

Add comment in post
Adds a comment in the specified post

Create task in section
Creates a new task in the selected section

Create conversation
Creates a new conversation in the selected group

Create group event
Creates a new group event

Create board from board template
Creates a new board from an existing saved template

Invite user
Invites a user to the selected network

Create private event
Creates a new private event

Add comment in task
Adds a comment in the specified task

Add member to board
Adds a member to the selected board

Create board
Creates a new board

Create private task
Creates a new private task

Archive board
Archives the selected board

Unarchive group
Unarchives the selected group

Archive task
Archives the selected task

Archive group
Archives the selected group

Unarchive board
Unarchives the selected board

Fetch user
Fetches the details of an existing user by email address

Remove member from group
Removes a member from the selected group

Fetch post
Fetches the details of an existing post by ID or metadata
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 Zoho Connect?
Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.
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