Integrate Katana with Microsoft To-Do

Send information between Katana and Microsoft To-Do automatically, without writing any code, using Zoho Flow.

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Create a task in Microsoft To-Do each time a new order is made in Katana

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will add a new task to Microsoft To-Do whenever a new order is placed in Katana.

How it works
  1. The flow triggers when a new purchase order is created in Katana.
  2. Zoho Flow creates a new task in Microsoft To-Do.
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Create a task in Microsoft To-Do each time a new order is made in Katana

Katana + Microsoft To-Do

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Supported triggers and actions

Integrate Katana and Microsoft To-Do 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

Task completed

Triggers when an existing task is completed

List created

Triggers when a new list is created

Task updated

Triggers when the details of an existing task are updated

Task created

Triggers when a new task 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 task

Creates a new task

Mark task as completed

Marks the specified task as completed

Create list

Creates a new list

Update task

Updates the details of an existing task

Fetch list

Fetches the details of an existing list by name or ID

Fetch task

Fetches the details of an existing task by subject or 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.

E Commerce

What is Microsoft To-Do?

Microsoft To-Do is a task management application that lets you plan your day with tasks, keep track of deadlines with reminders, and share lists to collaborate on projects.

Microsoft To-Do Lists

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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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