![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
![](https://flow-jp-public.nimbuspop.com/flow-apps/freshsales.png)
Integrate Katana with Freshsales
Send information between Katana and Freshsales 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/freshsales.png)
Create a new deal in Freshsales for every new order created in Katana
Create deals for new orders to keep your sales team informed and follow up promptly. This flow will create a new deal in Freshsales 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 Freshsales.
![](https://flow-jp-public.nimbuspop.com/flow-apps/katana.png)
![](https://flow-jp-public.nimbuspop.com/flow-apps/freshsales.png)
Create a new deal in Freshsales for every new order created in Katana
Katana + Freshsales
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Katana and Freshsales
Connect Katana and Freshsales 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 Freshsales 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/freshsales.png)
New lead
Triggers when a new lead is created in the selected view
![](https://flow-jp-public.nimbuspop.com/flow-apps/freshsales.png)
New contact
Triggers when a new contact is created in the selected view
![](https://flow-jp-public.nimbuspop.com/flow-apps/freshsales.png)
New deal
Triggers when a new deal is created in the selected view
![](https://flow-jp-public.nimbuspop.com/flow-apps/freshsales.png)
New account
Triggers when a new account is created in the selected view
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/freshsales.png)
Create lead
Creates a new lead
![](https://flow-jp-public.nimbuspop.com/flow-apps/freshsales.png)
Create deal
Creates a new deal
![](https://flow-jp-public.nimbuspop.com/flow-apps/freshsales.png)
Create contact
Creates a new contact
![](https://flow-jp-public.nimbuspop.com/flow-apps/freshsales.png)
Add note to contact
Adds a note to the selected contact
![](https://flow-jp-public.nimbuspop.com/flow-apps/freshsales.png)
Add note to lead
Adds a note to the selected lead
![](https://flow-jp-public.nimbuspop.com/flow-apps/freshsales.png)
Update contact
Updates the details of an existing contact
![](https://flow-jp-public.nimbuspop.com/flow-apps/freshsales.png)
Convert lead
Converts a lead to contact
![](https://flow-jp-public.nimbuspop.com/flow-apps/freshsales.png)
Update lead
Updates the details of an existing lead
![](https://flow-jp-public.nimbuspop.com/flow-apps/freshsales.png)
Fetch contact by ID
Fetches a contact by ID
![](https://flow-jp-public.nimbuspop.com/flow-apps/freshsales.png)
Fetch lead by ID
Fetches a lead by ID
![](https://flow-jp-public.nimbuspop.com/flow-apps/freshsales.png)
Fetch contact by email address
Fetches a contact by email
![](https://flow-jp-public.nimbuspop.com/flow-apps/freshsales.png)
Fetch lead by email address
Fetches a lead by email
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 Freshsales?
Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.
Similar apps
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