Integrate Bigin by Zoho CRM with Katana
Send information between Bigin by Zoho CRM and Katana automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a product in Katana for each product entry made in Bigin by Zoho CRM
Automate product detail syncing between your crm app and inventory management software for hands-free management. This flow will create a product in Katana when a new product is created in Bigin by Zoho CRM.
How it works
- The flow triggers when a new product is created in Bigin by Zoho CRM.
- Zoho Flow creates a new product in Katana.
Create a product in Katana for each product entry made in Bigin by Zoho CRM
Bigin by Zoho CRM + Katana
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Supported triggers and actions
Integrate Bigin by Zoho CRM and Katana using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Note added
Triggers when a new note is added
Company updated
Triggers when any detail of an existing company is updated
Event updated
Triggers when any detail of an existing event is updated
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Event created
Triggers when a new event is created
Call created
Triggers when a new call is created
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Company created
Triggers when a new company is created
Product created
Triggers when a new product is created
Contact created or updated
Triggers when a new contact is created or updated
Contact created
Triggers when a new contact is created
User added
Triggers when a new user is added
Contact updated
Triggers when any detail of an existing contact is updated
Task updated
Triggers when any detail of an existing task is updated
Pipeline record created
Triggers when a new pipeline record is created
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Product updated
Triggers when any detail of an existing product is updated
Task created
Triggers when a new task is created
Call updated
Triggers when any detail of an existing call is updated
Product created
Triggers when a new product is created
Variant created
Triggers when a new variant is created
Sales order created
Triggers when a new sales order is created
Customer created
Triggers when a new customer is created
Sales order updated
Triggers when the details of a sales order are updated
Supplier created
Triggers when a new supplier is created
Tax rate created
Triggers when a new tax rate is created
Sales order packed
Triggers when a sales order status is changed to packed
Sales order delivered
Triggers when a sales order is delivered
All Actions - Actions are the automated tasks
Create or update product
Creates a new product or updates the details of an existing product
Add tag to record
Adds a tag to the specified record
Create call
Creates a new call
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Create or update contact
Creates a new contact or updates the details of an existing contact
Add note
Adds a note to the selected module
Create event
Creates a new event
Remove tag from record
Removes an existing tag from the specified record
Create or update company
Creates a new company or updates the details of the company if it already exists
Send email
Sends an email to the specified contact
Create tag
Creates a new tag in the selected module
Create user
Creates a new user
Create task
Creates a new task
Update product
Updates the details of an existing product
Update company
Updates the details of an existing company
Update user
Updates the existing user
Add product to pipeline record
Adds a product to the selected pipeline record
Update event
Updates the details of an existing event
Update pipeline record
Updates the details of an existing pipeline record
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Update call
Updates the details of an existing call
Fetch call
Fetches the details of an existing call by its ID or the contact ID
Fetch product
Fetches the details of an existing product by ID, name, or code
Fetch task
Fetches the details of an existing task by name or ID
Fetch event
Fetches the details of an existing event by title or ID
Fetch company
Fetches the details of an existing company by name or ID
Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
Fetch user
Fetches the details of an existing user by email address or ID
Update inventory reorder
Updates the details of an existing inventory reorder point for a certain location
Create customer
Creates a new customer
Create product
Creates a new product
Create variant
Creates a new variant
Create sales order
Creates a new sales order
Create stock transfer
Create a new stock transfer
Create supplier
Creates a new supplier
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 customer
Fetches the details of an existing customer 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 product
Fetches the details of an existing product using ID and name
Fetch sales order
Fetches the details of an existing sales order using ID, order number and status
Fetch variant
Fetches the details of an existing variant using ID and name
Fetch tax rate
Fetches the details of an existing tax rate using ID, name and rate
Fetch supplier
Fetches the details of an existing supplier using ID, name and email
Fetch inventory
Fetches the details of an existing inventory using location 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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