Integrate Katana with IT Portal

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

Build your own integrations between Katana and IT Portal

Connect Katana and IT Portal with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Katana and IT Portal 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

Company created or updated

Triggers when a company is created or if the details of an existing company are updated

Knowledge base article created or updated

Triggers when a knowledge base article is created or if the details of an existing knowledge base article are updated

Configuration created or updated

Triggers when a configuration is created or if the details of an existing configuration are updated

Site created or updated

Triggers when a site is created or if the details of an existing site are updated

Device created or updated

Triggers when a device is created or if the details of an existing device are updated

Contact created or updated

Triggers when a contact is created or if the details of an existing contact are updated

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 contact

Creates a new contact

Create company

Creates a new company

Create knowledge base article

Creates a new knowledge base article

Add address

Adds a new address

Create site

Creates a new site

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Update address

Updates the details of an existing address

Fetch company

Fetches the details of an existing company

Fetch knowledge base article

Fetches the details of an existing knowledge base article

Fetch device

Fetches the details of an existing device

Fetch site

Fetches the details of an existing site

Fetch configuration

Fetches the details of an existing configuration

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 IT Portal?

IT Portal is a cloud and on-premises offering for IT documentation and MSP documentation. It securely centralizes documents, licenses, logins, contacts, apps, and devices.

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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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CEO, Lakeside CNC Group

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Technical Engineer, Master Liveaboards

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