Integrate Coda with Katana
Send information between Coda and Katana automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Coda and Katana using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Row added
Triggers when a new row is added to the selected table
Sales order delivered
Triggers when a sales order is delivered
Product created
Triggers when a new product is created
Customer created
Triggers when a new customer is created
Supplier created
Triggers when a new supplier is created
Sales order created
Triggers when a new sales order is created
Variant created
Triggers when a new variant is created
Tax rate created
Triggers when a new tax rate is created
Purchase order created
Triggers when a new purchase order is created
Sales order updated
Triggers when the details of a sales order are updated
Sales order packed
Triggers when a sales order status is changed to packed
All Actions - Actions are the automated tasks
Create blank document
Creates a new blank Coda document
Copy document
Copies an existing document in Coda
Insert or update row
Creates a new row or updates an existing row in the selected table by comparing incoming data against existing rows
Create row
Creates a new row in the selected table
Update page
Updates an existing page in the specified document
Update row
Updates an existing row in the selected table
Publish document
Publishes the existing Coda document by document ID
Share document
Shares the existing Coda document to the specified email address or anyone on the web
Fetch document
Fetches an existing document by ID
Find row
Searches for a Coda row in the selected table using a column match search
Fetch row
Fetches an existing row by ID
Fetch page
Fetches an existing page in given coda document by page name
Unpublish document
Unpublishes an already published Coda document using document ID
Create variant
Creates a new variant
Create tax rate
Creates a new tax rate
Create stock transfer
Create a new stock transfer
Update inventory reorder
Updates the details of an existing inventory reorder point for a certain location
Create customer
Creates a new customer
Create sales order
Creates a new sales order
Create product
Creates a new product
Create supplier
Creates a new supplier
Create purchase order
Creates a new purchase order
Update customer
Updates the details of an existing customer
Update batch stock
Updates the details of an existing batch stock
Update purchase order
Updates the details of an existing purchase order
Update sales order
Updates the details of an existing sales order
Fetch location
Fetches the details of an existing location using ID and name
Fetch customer
Fetches the details of an existing customer using ID, name, or email address
Fetch batch stock
Fetches the details of an existing batch stock using ID and name
Fetch supplier
Fetches the details of an existing supplier using ID, name and email
Fetch purchase order
Fetches the details of an existing purchase order using ID, order number and status
Fetch product
Fetches the details of an existing product using ID and name
Fetch inventory
Fetches the details of an existing inventory using location ID
Fetch tax rate
Fetches the details of an existing tax rate using ID, name and rate
Fetch sales order
Fetches the details of an existing sales order using ID, order number and status
Fetch variant
Fetches the details of an existing variant using ID and name
What is Coda?
Coda is a cloud-based document editor that blends spreadsheets, presentations, apps, and documents together. It can also integrate with third-party services like Slack and Gmail to automate tasks.
Similar apps
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.
Similar apps
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.
Learn more >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 automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
