Integrate Katana with Livespace

Send information between Katana and Livespace automatically, without writing any code, using Zoho Flow.

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Create a new deal in Livespace for each new order placed in Katana

Enable sales reps to view new orders through the creation of deals in your recruitment software instantly. This integration will set up a new deal in Livespace for every new order placed through Katana.

How it works
  1. The flow triggers when a new purchase order is created in Katana.
  2. Zoho Flow creates a new deal in Livespace.
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Create a new deal in Livespace for each new order placed in Katana

Katana + Livespace

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Supported triggers and actions

Integrate Katana and Livespace 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

Person created

Triggers when a new person is created

Deal created

Triggers when a new deal 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 company

Creates a new company

Add person note

Adds a note to the specified person

Add deal note

Adds a note to the specified deal

Add company note

Adds a note to the specified company

Create task

Creates a new task

Create person

Creates a new person

Update deal

Updates the details of an existing deal

Update person

Updates the details of an existing person

Update company

Updates the details of an existing company

Fetch company

Fetches the details of an existing company

Fetch deal

Fetches the details of an existing deal

Fetch person

Fetches the details of an existing person

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.

E Commerce

What is Livespace?

Livespace is a CRM platform that helps you plan, optimize, and control your sales process. It also provides features such as statistics and reports, email and task automation, and more.

CRM

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

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Toto

Technical Engineer, Master Liveaboards

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