Integrate Katana with ActiveCampaign

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

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A new deal in ActiveCampaign whenever a new order is created in Katana

Track new orders by creating deals and monitor their progress through predefined stages. This flow will create a new deal in ActiveCampaign for every new order created in Katana.

How it works
  1. The flow triggers when a new purchase order is created in Katana.
  2. Zoho Flow creates a new deal in ActiveCampaign.
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A new deal in ActiveCampaign whenever a new order is created in Katana

Katana + ActiveCampaign

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Supported triggers and actions

Integrate Katana and ActiveCampaign using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Sales order created

Triggers when a new sales order is created

Variant created

Triggers when a new variant is created

Customer created

Triggers when a new customer is created

Supplier created

Triggers when a new supplier is created

Product created

Triggers when a new product is created

Deal note created

Triggers when a new deal note is created

Contact updated

Triggers when the details of an existing contact are updated

Account updated

Triggers when the details of an existing account are updated

Campaign starts sending

Triggers when a new campaign starts sending

Deal created

Triggers when a new deal is created

Campaign link clicked

Triggers when a contact clicks a link in a campaign message. This will only run once for each unique link.

Campaign opened

Triggers when a contact opens a campaign message. This will run every time a subscriber opens an email.

Contact tag added

Triggers when a tag is added to an existing contact

Account created

Triggers when a new account is created

Contact created

Triggers when a new contact is created

Deal updated

Triggers when the details of an existing deal are updated

Contact added to list

Triggers when a new contact is added to the selected list

Contact unsubscribed from campaign

Triggers when a contact unsubscribes as a result of a campaign email sent

Contact note created

Triggers when a new contact note is created

Deal task created

Triggers when a new deal task is created

All Actions - Actions are the automated tasks

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

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

Create purchase order

Creates a new purchase order

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 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

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 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

Add or update contact

Adds a new contact, updates the details of an existing contact, or removes an existing contact from the selected list

Create contact

Creates a new contact

Create account

Creates a new account

Add contact to automation

Adds a contact to automation

Create deal

Creates a new deal

Create contact note

Creates a note for the specified contact

Add note to deal

Adds notes to the selected deal

Add tag to contact

Adds a tag to an existing contact

Create campaign

Creates and sends a new campaign

Create tracked event

Creates a custom website or application event

Update account

Updates the details of an existing account

Update deal

Updates the details of an existing deal

Update contact

Updates the details of an existing contact

Fetch user

Fetches the details of an existing user

Fetch automation

Fetches the details of an existing automation by name

Search tag

Searches for an existing tag using name

Fetch deal

Fetches the details of an existing deal

Fetch account

Fetches the details of an existing account

Fetch contact

Fetches the details of an existing contact

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 ActiveCampaign?

ActiveCampaign is a marketing platform that helps you send campaigns, design newsletters, automate channels, and close deals faster. You can segment emails, add dynamic data, perform split testing, and manage your text-messaging marketing.

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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