Integrate Zoho Contracts with Katana

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

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Supported triggers and actions

Integrate Zoho Contracts and Katana using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Obligation status updated

Triggers when an obligation status is updated

Contract expired

Triggers when a contract is expired

Contract signed

Triggers when a contract is signed

Overdue obligation

Triggers when an obligation is overdue

Contract created

Triggers when a new contract is created

Contract status updated

Triggers when a contract status is updated

Counterparty created

Triggers when a new counterparty is created

Counterparty contact created

Triggers when a new counterparty contact is created

Obligation created

Triggers when an obligation is created in a contract

Contract state moved to active

Triggers when the state of the contract is moved to active

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

Tax rate created

Triggers when a new tax rate is created

Supplier created

Triggers when a new supplier is created

Customer created

Triggers when a new customer is created

Sales order updated

Triggers when the details of a sales order are updated

Sales order created

Triggers when a new sales order is created

Variant created

Triggers when a new variant is created

All Actions - Actions are the automated tasks

Create counterparty contact

Creates a new counterparty contact

Create obligation

Creates a new obligation in the specified contract

Create contract

Creates a new contract

Create counterparty

Creates a new counterparty

Update counterparty

Updates the details of an existing counterparty

Transfer contract ownership

Transfers ownership of an existing contract

Fetch counterparty

Fetches the details of an existing counterparty by name or organization API name

Create tax rate

Creates a new tax rate

Create supplier

Creates a new supplier

Create stock transfer

Create a new stock transfer

Create variant

Creates a new variant

Create product

Creates a new product

Create customer

Creates a new customer

Update inventory reorder

Updates the details of an existing inventory reorder point for a certain location

Create sales order

Creates a new sales order

Update sales order

Updates the details of an existing sales order

Update batch stock

Updates the details of an existing batch stock

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 and email

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 product

Fetches the details of an existing product using ID and name

Fetch location

Fetches the details of an existing location using ID and name

Fetch inventory

Fetches the details of an existing inventory using location ID

Fetch supplier

Fetches the details of an existing supplier using ID, name and email

Fetch tax rate

Fetches the details of an existing tax rate using ID, name and rate

What is Zoho Contracts?

Zoho Contracts is a feature-rich contract lifecycle management (CLM) platform that lets you streamline your contract processes and achieve compliance at scale with reduced costs.

Signature Zoho

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

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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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Technical Engineer, Master Liveaboards

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