Integrate Katana with ActiveCampaign
Send information between Katana and ActiveCampaign automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
A new deal in ActiveCampaign whenever a new order is created in Katana
Track new orders by creating deals and monitor their progress through predefined stages. This flow will create a new deal in ActiveCampaign for every new order created in Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new deal in ActiveCampaign.
A new deal in ActiveCampaign whenever a new order is created in Katana
Katana + ActiveCampaign
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Supported triggers and actions
Integrate Katana and ActiveCampaign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Contact tag added
Triggers when a tag is added to an existing contact
Deal task created
Triggers when a new deal task is created
Contact created
Triggers when a new contact is created
Account created
Triggers when a new account is created
Contact added to list
Triggers when a new contact is added to the selected list
Contact note created
Triggers when a new contact note is created
Contact unsubscribed from campaign
Triggers when a contact unsubscribes as a result of a campaign email sent
Contact updated
Triggers when the details of an existing contact are updated
Deal note created
Triggers when a new deal note is created
Campaign starts sending
Triggers when a new campaign starts sending
Account updated
Triggers when the details of an existing account are updated
Campaign opened
Triggers when a contact opens a campaign message. This will run every time a subscriber opens an email.
Deal updated
Triggers when the details of an existing deal are updated
Campaign link clicked
Triggers when a contact clicks a link in a campaign message. This will only run once for each unique link.
Deal created
Triggers when a new deal is created
All Actions - Actions are the automated tasks
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
Create tag
Creates a new tag
Create campaign
Creates and sends a new campaign
Create account
Creates a new account
Add contact to automation
Adds a contact to automation
Add note to deal
Adds notes to the selected deal
Create tracked event
Creates a custom website or application event
Add or update contact
Adds a new contact, updates the details of an existing contact, or removes an existing contact from the selected list
Add tag to contact
Adds a tag to an existing contact
Create contact note
Creates a note for the specified contact
Create contact
Creates a new contact
Create deal
Creates a new deal
Update contact
Updates the details of an existing contact
Update deal
Updates the details of an existing deal
Update account
Updates the details of an existing account
Fetch automation
Fetches the details of an existing automation by name
Fetch deal
Fetches the details of an existing deal
Fetch account
Fetches the details of an existing account
Fetch user
Fetches the details of an existing user
Fetch contact
Fetches the details of an existing contact
Search tag
Searches for an existing tag using 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.
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What is ActiveCampaign?
ActiveCampaign is a marketing platform that helps you send campaigns, design newsletters, automate channels, and close deals faster. You can segment emails, add dynamic data, perform split testing, and manage your text-messaging marketing.
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