Integrate Katana with Zoho Projects
Send information between Katana and Zoho Projects automatically, without writing any code, using Zoho Flow.
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Create a task in Zoho Projects each time a new order is made in Katana
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will generate a task in Zoho Projects each time a new order is made in Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new task in Zoho Projects.
Create a task in Zoho Projects each time a new order is made in Katana
Katana + Zoho Projects
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Supported triggers and actions
Integrate Katana and Zoho Projects 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
Event created
Triggers when a new event is created in the portal
Issue comment added
Triggers when a new comment is added to an issue
Task completed
Triggers when a task is marked as completed in the portal
Issue submitted
Triggers when a new issue is submitted in the portal
Updated task
Triggers when a task is updated in the portal
Task created in layout
Triggers when a new task is created in a specific layout
Task comment added
Triggers when a new comment is added to a task
Milestone updated in project
Triggers when a milestone is updated in a specific project
Task created in project
Triggers when a new task is created in a specific project
Task completed in project
Triggers when a task is marked as completed in a specific project
Milestone completed
Triggers when a milestone is marked as completed in the portal
Task created
Triggers when a new task is created in the portal
Task list completed
Triggers when a task list is completed
Updated task in layout
Triggers when a task is updated in a specific layout
Issue submitted in project
Triggers when a new issue is submitted in a specific project
Milestone updated
Triggers when a milestone is updated in the portal
Project updated
Triggers when a project's details are updated
Issue updated
Triggers when the details of an issue are updated in the portal
Task list created in project
Triggers when new task list is created
Milestone completed in project
Triggers when a milestone is marked as completed in a specific project
Project created
Triggers when a new project is created in the portal
Updated task in project
Triggers when a task is updated in a specific project
Project comment added
Triggers when a new comment is added to a project
Issue updated in project
Triggers when the details of an issue are updated in a specific project
Milestone created
Triggers when a new milestone is created in the portal
Milestone created in project
Triggers when a new milestone is created in a specific project
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 project
Creates a new project in the portal
Add comment in project
Adds a new comment to an existing project
Add client user to company
Adds a new client user to the company
Add client user to project
Adds a new client user to a specific project
Create time log for task
Creates a time log entry for an existing task
Create issue time log
Creates a time log entry for an existing issue
Create milestone
Creates a new milestone in a project
Create issue in layout
Creates a new issue in a project under a specific layout
Create general time log
Creates a general time log entry for the portal
Create task in layout
Creates a new task in a project under a specific layout
Add comment in task
Adds a new comment to an existing task
Add followers to task
Adds the specified users as followers to a task
Create task list
Creates a new task list in a project
Associate client company to a project
Associates an existing client company with a specific project
Create tag
Creates a new tag in the portal
Create customer
Creates a new customer in the portal
Create task
Creates a new task in a project
Add user to portal
Adds a new user to the portal
Create event
Creates a new event in the portal
Add comment in issue
Adds a new comment to an existing issue
Add user to project
Adds a new user to a specific project
Create issue
Creates a new issue in a project
Approve time log
Approves a general time log entry
Update milestone
Updates the details of an existing milestone by ID
Update project
Updates the details of an existing project by ID
Update time log
Updates the details of an existing general time log
Update task
Updates the details of an existing task by ID
Update task time log
Updates the details of an existing task time log
Update issue in layout
Updates the details of an existing issue by ID under a specific layout
Update task list
Updates the details of an existing task list by ID
Approve task timelog
Approves a time log entry for a task
Update customer
Updates the details of an existing customer
Update task in layout
Updates the details of an existing task by ID under a specific layout
Approve issue timelog
Approves a time log entry for an issue
Update issue timelog
Updates the details of an existing issue time log entry
Update issue
Updates the details of an existing issue by ID
Fetch task by search term
Fetches the details of an existing task matching a search term like key or name
Fetch task in project
Fetches the details of an existing task in a specific project
Fetch customer
Fetches the details of an existing customer
Fetch issue in project
Fetches the details of an existing issue in a project
Fetch user in portal
Fetches the details of a user by ID or email in portal
Fetch project by ID
Fetches the details of an existing project by its ID
Fetch project by search term
Fetches the details of an existing project matching a search term like name or key
Fetch milestone by ID
Fetches the details of an existing milestone by its ID
Fetch option
Fetches the available options for a specific field
Fetch CRM deals
Fetches the CRM deals associated with a project
Fetch task list
Fetches the details of an existing task list
Fetch team
Fetches the details of an existing team in the portal
Fetch tag
Fetches the details of an existing tag
Fetch time log
Fetches the details of an existing time log entry by the start end date time, project, owner and billing type
Fetch customer in a project
Fetches the details of all customer associated with a specific project
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
What is Zoho Projects?
Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.
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