Integrate Coda with Katana

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

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Supported triggers and actions

Integrate Coda and Katana using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Row updated

Triggers when a row is updated in the selected table

Row added

Triggers when a new row is added to the selected table

Sales order created

Triggers when a new sales order is created

Supplier created

Triggers when a new supplier is created

Product created

Triggers when a new product is created

Sales order delivered

Triggers when a sales order is delivered

Sales order packed

Triggers when a sales order status is changed to packed

Sales order updated

Triggers when the details of a sales order are updated

Purchase order created

Triggers when a new purchase order is created

Tax rate created

Triggers when a new tax rate is created

Variant created

Triggers when a new variant is created

Customer created

Triggers when a new customer is created

All Actions - Actions are the automated tasks

Create row

Creates a new row in the selected table

Copy document

Copies an existing document in Coda

Create blank document

Creates a new blank Coda document

Insert or update row

Creates a new row or updates an existing row in the selected table by comparing incoming data against existing rows

Update page

Updates an existing page in the specified document

Publish document

Publishes the existing Coda document by document ID

Share document

Shares the existing Coda document to the specified email address or anyone on the web

Update row

Updates an existing row in the selected table

Find row

Searches for a Coda row in the selected table using a column match search

Fetch page

Fetches an existing page in given coda document by page name

Fetch document

Fetches an existing document by ID

Fetch row

Fetches an existing row by ID

Unpublish document

Unpublishes an already published Coda document using document ID

Create purchase order

Creates a new purchase order

Create supplier

Creates a new supplier

Create product

Creates a new product

Create sales order

Creates a new sales order

Create customer

Creates a new customer

Update inventory reorder

Updates the details of an existing inventory reorder point for a certain location

Create stock transfer

Create a new stock transfer

Create tax rate

Creates a new tax rate

Create variant

Creates a new variant

Update customer

Updates the details of an existing customer

Update sales order

Updates the details of an existing sales order

Update purchase order

Updates the details of an existing purchase order

Update batch stock

Updates the details of an existing batch stock

Fetch variant

Fetches the details of an existing variant using ID and name

Fetch sales order

Fetches the details of an existing sales order using ID, order number and status

Fetch tax rate

Fetches the details of an existing tax rate using ID, name and rate

Fetch inventory

Fetches the details of an existing inventory using location ID

Fetch product

Fetches the details of an existing product using ID and name

Fetch purchase order

Fetches the details of an existing purchase order using ID, order number and status

Fetch supplier

Fetches the details of an existing supplier using ID, name and email

Fetch batch stock

Fetches the details of an existing batch stock using ID and name

Fetch customer

Fetches the details of an existing customer using ID, name, or email address

Fetch location

Fetches the details of an existing location using ID and name

What is Coda?

Coda is a cloud-based document editor that blends spreadsheets, presentations, apps, and documents together. It can also integrate with third-party services like Slack and Gmail to automate tasks.

Spreadsheet

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

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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Technical Engineer, Master Liveaboards

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