Integrate Katana with EngageBay

Send information between Katana and EngageBay automatically, without writing any code, using Zoho Flow.

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Create a new deal in EngageBay for every new order created in Katana

Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will set up a new deal in EngageBay for each new order placed in Katana.

How it works
  1. The flow triggers when a new purchase order is created in Katana.
  2. Zoho Flow creates a new deal in EngageBay.
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Create a new deal in EngageBay for every new order created in Katana

Katana + EngageBay

Build your own integrations between Katana and EngageBay

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Supported triggers and actions

Integrate Katana and EngageBay using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Product created

Triggers when a new product is created

Variant created

Triggers when a new variant is created

Sales order created

Triggers when a new sales order is created

Customer created

Triggers when a new customer is created

Sales order updated

Triggers when the details of a sales order are updated

Supplier created

Triggers when a new supplier is created

Tax rate created

Triggers when a new tax rate is created

Sales order packed

Triggers when a sales order status is changed to packed

Sales order delivered

Triggers when a sales order is delivered

Deal created

Triggers when a new deal is created

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

All Actions - Actions are the automated tasks

Update inventory reorder

Updates the details of an existing inventory reorder point for a certain location

Create customer

Creates a new customer

Create product

Creates a new product

Create variant

Creates a new variant

Create sales order

Creates a new sales order

Create stock transfer

Create a new stock transfer

Create supplier

Creates a new supplier

Create tax rate

Creates a new tax rate

Update sales order

Updates the details of an existing sales order

Update batch stock

Updates the details of an existing batch stock

Fetch customer

Fetches the details of an existing customer using ID, name and email

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 product

Fetches the details of an existing product using ID and name

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

Fetch tax rate

Fetches the details of an existing tax rate using ID, name and rate

Fetch supplier

Fetches the details of an existing supplier using ID, name and email

Fetch inventory

Fetches the details of an existing inventory using location ID

Create deal

Creates a new deal

Create contact

Creates a new contact

Create company

Creates a new company

Create task

Creates a new task

Create event

Creates a new event

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

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.

E Commerce

What is EngageBay?

EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.

CRM Marketing Automation

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Custom functions

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CEO, Lakeside CNC Group

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