Integrate Katana with Highrise
Send information between Katana and Highrise automatically, without writing any code, using Zoho Flow.
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A new deal in Highrise whenever a new order is created in Katana
Create deals for new orders to keep your sales team informed and follow up promptly. This integration will set up a new deal in Highrise for every new order placed through Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new deal in Highrise.
A new deal in Highrise whenever a new order is created in Katana
Katana + Highrise
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Supported triggers and actions
Integrate Katana and Highrise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New task category
Triggers when a new task category is created
New user
Triggers when a new user is created
New group
Triggers when a new group is created
New tag
Triggers when a new tag is created
New company
Triggers when a new company is created
New deal
Triggers when a new deal is created
New deal category
Triggers when a new deal category is created
New case
Triggers when a new case is created
New contact
Triggers when a new contact is created
New custom fields
Triggers when a new custom field is created
New task
Triggers when a new task is created
All Actions - Actions are the automated tasks
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
Create company
Creates a new company
Fetch company
Fetches a company by name
Create task for contact
Creates a new task for the selected contact
Create deal
Creates a new deal
Create deal for contact
Creates a new deal for the selected contact
Create note for contact
Creates a note for the selected contact
Create task
Creates a new task
Fetch contact
Fetches a contact by email
Create contact
Creates a new contact
Create task for case
Creates a new task associated with a case. Creates a new case if it doesn't exist.
Create case
Creates a new case
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.
Similar apps
What is Highrise?
Highrise is a CRM platform that lets you generate reports on your leads and pipeline. You can set recurring reminders, send bulk emails, and use the group inbox to prioritize answering leads.
Similar apps
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Custom functions
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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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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.
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CEO, iDAYit
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Toto
Technical Engineer, Master Liveaboards
