Integrate Katana with EngageBay
Send information between Katana and EngageBay automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new deal in EngageBay for every new order created in Katana
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will set up a new deal in EngageBay for each new order placed in Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new deal in EngageBay.
Create a new deal in EngageBay for every new order created in Katana
Katana + EngageBay
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Supported triggers and actions
Integrate Katana and EngageBay using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
All Actions - Actions are the automated tasks
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
Create deal
Creates a new deal
Create contact
Creates a new contact
Create company
Creates a new company
Create task
Creates a new task
Create event
Creates a new event
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
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 EngageBay?
EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.
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Learn more >Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
