Integrate Katana with Pipedrive
Send information between Katana and Pipedrive automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new deal in Pipedrive for each new order placed in Katana
Track new orders by creating deals and monitor their progress through predefined stages. This flow will generate a new deal in Pipedrive whenever a new order is 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 Pipedrive.
Create a new deal in Pipedrive for each new order placed in Katana
Katana + Pipedrive
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Supported triggers and actions
Integrate Katana and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Variant created
Triggers when a new variant is created
Supplier created
Triggers when a new supplier is created
Sales order delivered
Triggers when a sales order is delivered
Sales order created
Triggers when a new sales order is created
Tax rate created
Triggers when a new tax rate is created
Product created
Triggers when a new product 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 packed
Triggers when a sales order status is changed to packed
Deal created
Triggers when a new deal is created
Pipeline stage created
Triggers when a new pipeline stage is created
Note created
Triggers when a new note is added
Product updated
Triggers when any detail of an existing product is updated
Pipeline created
Triggers when a new pipeline is created
Deal updated
Triggers when any detail of an existing deal is updated
Organization updated
Triggers when any detail of an existing organization is updated
Organization created
Triggers when a new organization is created
Lead updated
Triggers when any detail of an existing lead is updated
Activity created
Triggers when a new activity is created
Lead created
Triggers when a new lead is created
Activity updated
Triggers when any detail of an existing activity is updated
Contact person updated
Triggers when any detail of an existing contact person is updated
Note updated
Triggers when an existing note is updated
Contact person created
Triggers when a new contact person is created
Product created
Triggers when a new product is created
All Actions - Actions are the automated tasks
Create stock transfer
Create a new stock transfer
Create tax rate
Creates a new tax rate
Create product
Creates a new product
Create supplier
Creates a new supplier
Update inventory reorder
Updates the details of an existing inventory reorder point for a certain location
Create variant
Creates a new variant
Create sales order
Creates a new sales order
Create customer
Creates a new customer
Update sales order
Updates the details of an existing sales order
Update batch stock
Updates the details of an existing batch stock
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
Fetch customer
Fetches the details of an existing customer using ID, name and email
Fetch sales order
Fetches the details of an existing sales order using ID, order number and status
Fetch batch stock
Fetches the details of an existing batch stock using ID and name
Fetch location
Fetches the details of an existing location using ID and name
Fetch variant
Fetches the details of an existing variant using ID and name
Fetch supplier
Fetches the details of an existing supplier using ID, name and email
Fetch product
Fetches the details of an existing product using ID and name
Create deal
Creates a new deal
Add products to a deal
Adds multiple products to a deal
Create lead
Creates a new lead
Create note
Creates a new note for the selected lead, deal, person, or organization
Create activity
Creates a new activity
Create contact person
Creates a contact new person
Create organization
Creates a new organization
Create product
Creates a new project
Update organization
Updates the details of an existing organization
Update product
Updates the details of an existing product
Update lead
Updates the details of an existing lead
Update deal
Updates the details of an existing deal
Update activity
Updates the details of an existing activity
Update contact person
Updates the details of an existing contact person
Fetch field options
Fetches the specific field options by using its ID or name
Fetch lead
Fetches the details of an existing lead
Fetch deal
Fetches the details of an existing deal
Fetch user
Fetches the details of an existing user
Fetch activity
Fetches the details of an existing user activity
Fetch contact person
Fetches the details of an existing contact person
Fetch product
Fetches the details of an existing product
Fetch organization
Fetches the details of an existing organization
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 Pipedrive?
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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CEO, OpIndia
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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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
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