Integrate Katana with Insightful

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

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Create a new task in Insightful when a new order is created in Katana

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will add a new task to Insightful whenever a new order is placed in Katana.

How it works
  1. The flow triggers when a new purchase order is created in Katana.
  2. Zoho Flow creates a new task in Insightful.
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Create a new task in Insightful when a new order is created in Katana

Katana + Insightful

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Supported triggers and actions

Integrate Katana and Insightful 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

Project created

Triggers when a new project is created

Employee created

Triggers when a new employee is created

Task created

Triggers when a new task is created

Team created

Triggers when a new team 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

Create task

Creates a new task

Create project

Creates a new project

Create team

Creates a new team

Create employee

Creates a new employee

Update task

Updates the details of an existing task

Update project

Updates the details of an existing project

Update team

Updates the details of an existing team

Deactivate employee

Deactivates an existing employee

Update employee

Updates the details of an existing employee

Fetch project

Fetches the details of an existing project using ID

Fetch task

Fetches the details of an existing task using ID

Fetch employee

Fetches the details of an existing employee using ID

Fetch team

Fetches the details of an existing team using ID

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 Insightful?

Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.

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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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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