Integrate Salesforce with Katana
Send information between Salesforce and Katana automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a product in the Katana for every product created in the Salesforce
Ensure systematic record-keeping of products across your CRM software and inventory management software to enhance operational efficiency. This flow will create a new product in Katana for every new product created in Salesforce.
How it works
- The flow triggers when a new product is added in Salesforce.
- Zoho Flow creates a new product in Katana.
Create a product in the Katana for every product created in the Salesforce
Salesforce + Katana
Build your own integrations between Salesforce and Katana
Connect Salesforce and Katana with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Salesforce and Katana using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Opportunity updated
Triggers when an opportunity is updated
Lead updated
Triggers when a lead is updated
Solution added
Triggers when a new solution is added
Module entry added
Triggers when a new entry is added to the selected module
Order updated
Triggers when an order is updated
Contact updated
Triggers when a contact is updated
Case created
Triggers when a new case is created
Product added
Triggers when a new product is added
Lead created
Triggers when a new lead is created
Opportunity added
Triggers when a new opportunity is added
Product updated
Triggers when an product is updated
Solution updated
Triggers when an solution is updated
Task updated
Triggers when a task is updated
Note updated
Triggers when a note is updated
Note created
Triggers when a new note is created
Case updated
Triggers when a case is updated
Account created
Triggers when a new account is created
Campaign added
Triggers when a new campaign is added
Contact created
Triggers when a new contact is created
Event updated
Triggers when an event is updated
Account updated
Triggers when an account is updated
Module entry updated
Triggers when a record is updated in the selected module
Task created
Triggers when a new task is created
Order created
Triggers when a new order is created
Campaign updated
Triggers when a new campaign is updated
Event created
Triggers when a new event is created
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
Create account
Creates a new account
Create note
Creates a new note
Create case
Creates a new case
Create campaign
Creates a new campaign
Create custom module entry
Creates a new entry in the selected module
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create solution
Creates a new solution
Create order
Creates a new order
Create lead
Creates a new lead
Create product
Creates a new product
Create task
Creates a new task
Create event
Creates a new event
Update opportunity
Updates the details of an existing opportunity
Update contact
Updates the details of an existing contact
Update case
Updates the details of an existing case
Update account
Updates the details of an existing account
Update task
Updates the details of an existing task
Update campaign
Updates the details of an existing campaign
Update event
Updates the details of an existing event
Update solution
Updates the details of an existing solution
Update order
Updates the details of an existing order
Update lead
Updates the details of an existing lead
Update note
Updates the details of an existing note
Update product
Updates the details of an existing product
Update custom module entry
Updates the details of entry in the selected module
Fetch campaign
Fetches the details of an existing campaign by name or ID
Fetch case
Fetches the details of an existing case by subject or ID
Fetch lead
Fetches the details of an existing lead by name or ID
Fetch product
Fetches the details of an existing product by name or ID
Fetch order
Fetches the details of an existing order by number or ID
Fetch group
Fetches the details of an existing group by name or ID
Fetch user
Fetches the details of an existing user by email, name or ID
Fetch contact
Fetches the details of an existing contact by name or email address or ID
Fetch contract
Fetches the details of an existing contract by number or ID
Fetch event
Fetches the details of an existing event by subject or ID
Fetch note
Fetches the details of an existing note by title or ID
Fetch asset
Fetches the details of an existing asset by name or ID
Fetch module entry
Fetches the details of a module record entry based on the specified value
Fetch company
Fetches the details of an existing D&B company by name or ID
Fetch solution
Fetches the details of an existing solution by name or ID
Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
Fetch account
Fetches the details of an existing account by name or ID
Fetch opportunity
Fetches the details of an existing opportunity by name or 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 Salesforce?
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.
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.
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 has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
