Integrate Katana with Pipedrive

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

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

Track new orders by creating deals and monitor their progress through predefined stages. This flow will generate a new deal in Pipedrive whenever a new order is created in 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 Pipedrive.
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Create a new deal in Pipedrive for each new order placed in Katana

Katana + Pipedrive

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Supported triggers and actions

Integrate Katana and Pipedrive 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 person created

Triggers when a new contact person is created

Organization created

Triggers when a new organization is created

Note added

Triggers when a new note is added

Activity updated

Triggers when any detail of an existing activity is updated

Note updated

Triggers when an existing note is updated

Activity created

Triggers when a new activity is created

Pipeline created

Triggers when a new pipeline is created

Deal updated

Triggers when any detail of an existing deal is updated

Pipeline stage created

Triggers when a new pipeline stage is created

Contact person updated

Triggers when any detail of an existing contact person is updated

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

Update deal

Updates the details of an existing deal

Create lead

Creates a new lead

Create contact person

Creates a new contact person for the selected organization

Create deal

Creates a new deal

Create product

Creates a new product

Create organization

Creates a new organization

Create activity

Creates a new activity

Create notes

Creates a new note for the selected lead, deal, person, or organization

Update notes

Updates the details of an existing note

Update lead

Updates the details of an existing lead

Update product

Updates the details of an existing product

Update contact person

Updates the details of an existing contact person

Update organization

Updates the details of an existing organization

Update activity

Updates the details of an existing activity

Fetch person by phone number

Fetches the details of an existing person by phone number

Fetch deal by title

Fetches the details of an existing deal by title

Fetch lead

Fetch the details of an existing lead by ID or title

Fetch activity

Fetches the details of an existing user activity

Fetch product by name

Fetches the details of an existing product by name

Fetch person by email address

Fetches the details of an existing person by email address

Fetch person by name

Fetches the details of an existing person record by name

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch organization by name

Fetches the details of an existing organization by name

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch user by name

Fetches the details of an existing user by name

Fetch deal by ID

Fetches the details of an existing deal by 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 Pipedrive?

Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

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

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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