![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
![](https://flow-jp-public.nimbuspop.com/flow-apps/engagebay.png)
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
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
![](https://flow-jp-public.nimbuspop.com/flow-apps/engagebay.png)
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.
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
![](https://flow-jp-public.nimbuspop.com/flow-apps/engagebay.png)
Create a new deal in EngageBay for every new order created in Katana
Katana + EngageBay
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Katana and EngageBay
Connect Katana and EngageBay with over 650+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Katana and EngageBay using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Product created
Triggers when a new product is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Variant created
Triggers when a new variant is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Sales order created
Triggers when a new sales order is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Customer created
Triggers when a new customer is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Sales order updated
Triggers when the details of a sales order are updated
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Supplier created
Triggers when a new supplier is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Tax rate created
Triggers when a new tax rate is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Sales order packed
Triggers when a sales order status is changed to packed
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Sales order delivered
Triggers when a sales order is delivered
![](https://flow-jp-public.nimbuspop.com/flow-apps/engagebay.png)
Deal created
Triggers when a new deal is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/engagebay.png)
Contact created
Triggers when a new contact is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/engagebay.png)
Company created
Triggers when a new company is created
All Actions - Actions are the automated tasks
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Update inventory reorder
Updates the details of an existing inventory reorder point for a certain location
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Create customer
Creates a new customer
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Create product
Creates a new product
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Create variant
Creates a new variant
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Create sales order
Creates a new sales order
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Create stock transfer
Create a new stock transfer
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Create supplier
Creates a new supplier
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Create tax rate
Creates a new tax rate
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Update sales order
Updates the details of an existing sales order
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Update batch stock
Updates the details of an existing batch stock
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Fetch customer
Fetches the details of an existing customer using ID, name and email
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Fetch batch stock
Fetches the details of an existing batch stock using ID and name
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Fetch location
Fetches the details of an existing location using ID and name
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Fetch product
Fetches the details of an existing product using ID and name
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Fetch sales order
Fetches the details of an existing sales order using ID, order number and status
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Fetch variant
Fetches the details of an existing variant using ID and name
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Fetch tax rate
Fetches the details of an existing tax rate using ID, name and rate
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Fetch supplier
Fetches the details of an existing supplier using ID, name and email
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
Fetch inventory
Fetches the details of an existing inventory using location ID
![](https://flow-jp-public.nimbuspop.com/flow-apps/engagebay.png)
Create deal
Creates a new deal
![](https://flow-jp-public.nimbuspop.com/flow-apps/engagebay.png)
Create contact
Creates a new contact
![](https://flow-jp-public.nimbuspop.com/flow-apps/engagebay.png)
Create company
Creates a new company
![](https://flow-jp-public.nimbuspop.com/flow-apps/engagebay.png)
Create task
Creates a new task
![](https://flow-jp-public.nimbuspop.com/flow-apps/engagebay.png)
Create event
Creates a new event
![](https://flow-jp-public.nimbuspop.com/flow-apps/engagebay.png)
Update contact
Updates the details of an existing contact
![](https://flow-jp-public.nimbuspop.com/flow-apps/engagebay.png)
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.
Similar apps
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.
Similar apps
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