Integrate Katana with Onpipeline

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

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Create a new deal in Onpipeline for each new order placed in Katana

Enable sales reps to view new orders through the creation of deals in your sales CRM instantly. This flow will set up a new deal in Onpipeline for each new order 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 deal in Onpipeline.
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Create a new deal in Onpipeline for each new order placed in Katana

Katana + Onpipeline

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Supported triggers and actions

Integrate Katana and Onpipeline 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 updated

Triggers when the details of an existing deal are updated

Deal updated as won

Triggers when the status of a deal is updated as won

Deal updated as deleted

Triggers when the status of a deal is updated as deleted

Person added

Triggers when a new contact person is added

Event updated

Triggers when a calendar event is updated

Deal updated as lost

Triggers when the status of a deal is updated as lost

Deal updated as open

Triggers when the status of a deal is updated as open

Organization created

Triggers when a new organization is created

Event created

Triggers when a new calendar event is created

Note added

Triggers when a new note is added

Deal created

Triggers when a new deal 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 organization

Adds a new organization

Add note

Adds a new note

Add action menu

Adds a new action menu

Add lead

Creates a new lead

Add widget

Adds a new widget

Create deal

Creates a new deal

Update person

Updates the details of an existing contact person

Update organization

Updates the details of an existing organization

Update deal

Updates the details of an existing deal

Undelete deal

Restores a deleted deal and set the status to open

Add person

Adds a new contact person

Fetch person

Fetches the details of an existing person by full name

Fetch organization

Fetches the details of an existing organisation by name

Fetch event

Fetches the details of an existing event by ID

Remove widget

Removes an existing widget using link ID

Remove action menu

Removes an existing action menu using link ID

Search deal

Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.

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 Onpipeline?

Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.

CRM

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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