Integrate Outreach with Katana
Send information between Outreach and Katana automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Outreach and Katana using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Account created or deleted
Triggers when an account is created or deleted
Mail updated
Triggers when any detail of an existing mail is updated
Sequence state updated
Triggers when the state of an existing sequence is updated
Sequence state created or deleted
Triggers when a sequence state is created or deleted
Sequence updated
Triggers when any detail of an existing sequence is updated
Call updated
Triggers when any detail of an existing call is updated
Task created or deleted
Triggers when a task is created or deleted
Opportunity updated
Triggers when any detail of an existing opportunity is updated
Account updated
Triggers when any detail of an existing account is updated
Task updated
Triggers when any detail of an existing task is updated
Opportunity created or deleted
Triggers when an opportunity is created or deleted
Prospect created or deleted
Triggers when a prospect is created or deleted
Prospect updated
Triggers when any detail of an existing prospect is updated
Mailing event
Triggers when a mail is created, delivered, bounced, opened, replied, or deleted
Sequence created or deleted
Triggers when a sequence is created or deleted
Call created or deleted
Triggers when a call is created or deleted
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
All Actions - Actions are the automated tasks
Add recipient
Adds a new recipient
Create task
Creates a new task
Log call
Logs a new call
Create opportunity
Creates a new opportunity
Create account
Creates a new account
Add prospect
Adds a new prospect
Add prospect to sequence
Adds a prospect to the specified sequence
Update account
Updates the details of an existing account
Update prospect
Updates an existing prospect
Fetch user - By email address
Fetches the details of an existing user by email address
Fetch prospect - By ID
Fetches the details of an existing prospect by ID
Fetch prospect - By name or email
Fetches the details of an existing prospect by first name, last name, or email
Fetch sequence - By ID
Fetches the details of an existing sequence by ID
Fetch account - By name
Fetches the details of an existing account by name
Fetch persona - By ID
Fetches the details of an existing persona by ID
Fetch call disposition - By name
Fetches the details of an existing call disposition status by name
Fetch persona - By name
Fetches the details of an existing persona by name
Fetch call purpose - By ID
Fetches the details of an existing call purpose by ID
Fetch mailing
Fetches the details of an existing mailing by ID
Fetch user - By ID
Fetches the details of an existing user by ID
Fetch prospect stage - By ID
Fetches the details of an existing prospect stage by its ID
Fetch account - By ID
Fetches the details of an existing account by ID
Fetch call disposition - By ID
Fetches the details of an existing call disposition status by ID
Fetch mailbox
Fetches an existing mailbox by its email address
Fetch call - By ID
Fetches the details of an existing call by ID
Fetch opportunity stage - By name
Fetches the details of an existing opportunity stage by its name
Fetch opportunity - By name
Fetches the details of an existing opportunity by name
Fetch call purpose - By name
Fetches the details of an existing call purpose by name
Fetch task priority - By ID
Fetches the details of an existing task priority by ID
Fetch opportunity - By ID
Fetches the details of an existing opportunity by ID
Fetch sequence
Fetches the details of a sequence by its name
Fetch prospect stage - By name
Fetches the details of an existing prospect stage by name
Fetch task priority - By name
Fetches the details of an existing task priority by name
Fetch opportunity stage - By ID
Fetches the details of an existing opportunity stage by its ID
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
What is Outreach?
Outreach is a sales engagement platform that lets you reach out to prospects through call, email, text, or social networks. It lets you build process workflows, manage tasks, and monitor performance metrics.
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
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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
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
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
Louis Castellano
CEO, Lakeside CNC Group
