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
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new task in Workast.
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.
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.
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