Integrate Katana with Workast

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

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Initiate a new task in Workast whenever an order is created in Katana

Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Workast 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 Workast.
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Initiate a new task in Workast whenever an order is created in Katana

Katana + Workast

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Supported triggers and actions

Integrate Katana and Workast 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 created

Triggers when a new task is created in a space

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 Space

Creates a new Space

Create task

Creates a new task

Move task

Move tasks between Spaces

Mark task as completed

Marks a task as completed

Fetch user

Fetches the details of an existing user by email address

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 Workast?

Workast is a collaborative task management tool for teams on Slack. It lets teams create tasks, organize daily work, manage projects and more.

Task Management

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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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