Integrate Katana with Zoho Connect
Send information between Katana and Zoho Connect automatically, without writing any code, using Zoho Flow.
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Create a new task in Zoho Connect when a order is created in Katana
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will create a new task in Zoho Connect when a 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 the selected section in Zoho Connect.
Create a new task in Zoho Connect when a order is created in Katana
Katana + Zoho Connect
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Supported triggers and actions
Integrate Katana and Zoho Connect 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
Announcement created
Triggers when a new announcement is created in the selected group
Poll started
Triggers when a new poll is started in the selected group
Event created
Triggers when a new event is created
Task status updated
Triggers when a task status is updated in the selected board
Conversation posted
Triggers when a new conversation is posted
New board
Triggers when a new board is created
Task completed
Triggers when a task is completed in the selected board
Group member added
Triggers when a new member is added to the selected group
Network member added
Triggers when a new member is added to the selected network
Task created
Triggers when a new task is created
User name mentioned
Triggers when your user name is mentioned
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 group event
Creates a new group event
Create board from board template
Creates a new board from an existing saved template
Create task in section
Creates a new task in the selected section
Add member to group
Adds a member to the selected group
Add comment in post
Adds a comment in the specified post
Create board
Creates a new board
Add comment in task
Adds a comment in the specified task
Create conversation
Creates a new conversation in the selected group
Create private event
Creates a new private event
Add member to board
Adds a member to the selected board
Create forum post
Creates a new forum post
Invite user
Invites a user to the selected network
Create checklist
Creates a checklist for the specified task
Create group
Creates a new group in the selected network
Create private task
Creates a new private task
Archive task
Archives the selected task
Archive group
Archives the selected group
Unarchive board
Unarchives the selected board
Archive board
Archives the selected board
Unarchive group
Unarchives the selected group
Fetch user
Fetches the details of an existing user by email address
Remove member from group
Removes a member from the selected group
Fetch post
Fetches the details of an existing post by ID or metadata
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 Zoho Connect?
Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.
Build comprehensive workflows using
Webhook triggers
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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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