Integrate Upsales with Katana
Send information between Upsales and Katana automatically, without writing any code, using Zoho Flow.
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Create a product in Katana for a new product created in Upsales
Sync product details in real-time from your sales and marketing platform to inventory management software for increased productivity and system efficiency. This flow will create a new product in Katana for every new product created in Upsales.
How it works
- The flow triggers when a new product is created in Upsales.
- Zoho Flow creates a new product in Katana.
Create a product in Katana for a new product created in Upsales
Upsales + Katana
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Supported triggers and actions
Integrate Upsales and Katana using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Order created
Triggers when a new order is created
Opportunity created
Triggers when a new opportunity is created
Appointment created
Triggers when a new appointment is created
Contact created
Triggers when a new contact is created
Event created
Triggers when a new event is created
Product created
Triggers when a new product is created
Activity created
Triggers when a new activity is created
User created
Triggers when a new user is created
Company created
Triggers when a new company is created
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
Create appointment
Creates a new appointment
Create product
Creates a new product
Create company
Creates a new company
Create order
Creates a new order
Create contact
Creates a new contact
Create activity
Creates a new activity
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
What is Upsales?
Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.
Similar apps
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.
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back 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
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
