Integrate Katana with TeamWave
Send information between Katana and TeamWave automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate a new task in TeamWave whenever an order is created in Katana
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in TeamWave whenever an order is created in Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new task in TeamWave.
Initiate a new task in TeamWave whenever an order is created in Katana
Katana + TeamWave
Set up a new deal in TeamWave for every new order placed through 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 TeamWave 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 TeamWave.
Set up a new deal in TeamWave for every new order placed through Katana
Katana + TeamWave
Build your own integrations between Katana and TeamWave
Connect Katana and TeamWave 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 TeamWave 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
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 activity
Creates a new activity
Create deal
Creates a new deal
Create event
Creates a new event
Create task
Creates a new task
Create person
Creates a new person
Create task list
Creates a new task list
Create organization
Creates a new organization
Create project
Creates a new project
Create milestone
Creates a new milestone
Update organization
Updates the details of an existing organization
Update event
Update the details of an existing event
Update task
Updates the details of an existing task
Update person
Updates the details of an existing person
Update deal
Updates the details of an existing deal
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.
What is TeamWave?
TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.
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Learn more >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
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Toto
Technical Engineer, Master Liveaboards
