Integrate Teamleader with Katana

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

Explore prebuilt integration flows to get started

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Create a product in the Katana for every product created in the Teamleader

Sync product details in real-time from your project management software to inventory management software for increased productivity and system efficiency. This flow will create a product in Katana when a new product is created in Teamleader.

How it works
  1. The flow triggers when a new product is created in Teamleader.
  2. Zoho Flow creates a new product in Katana.
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Create a product in the Katana for every product created in the Teamleader

Teamleader + Katana

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Set up a new deal in Teamleader for every new order placed through Katana

Track new orders by creating deals and monitor their progress through predefined stages. This flow will generate a new deal in Teamleader whenever a new order is 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 Teamleader.
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Set up a new deal in Teamleader for every new order placed through Katana

Katana + Teamleader

Build your own integrations between Teamleader and Katana

Connect Teamleader and Katana with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Teamleader and Katana using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Product created

Triggers when a new product is created

Time tracking updated

Triggers when the details of an existing time tracking are updated

Time tracking created

Triggers when a new time tracking is created

Company created

Triggers when a new company is added

Deal created

Triggers when a new deal is created

Invoice paid

Triggers when an invoice is paid

Deal accepted

Triggers when a deal is accepted

Project created

Triggers when a new project is created

Contact added

Triggers when a new contact is added

Invoice booked

Triggers when an invoice is booked

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

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Link contact to company

Links a contact to the specified company

Create task

Creates a new task

Create deal

Creates a new deal

Create project

Creates a new project

Create company

Creates a new company

Update task

Updates the details of an existing task

Fetch contact

Fetches a contact by ID

Fetch company

Fetches a company by ID

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

What is Teamleader?

Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.

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

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

Siddharth Ahuja

CEO, Fabricroot

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